Yum! Brands
YUM
923 hedge funds and large institutions have $18B invested in Yum! Brands in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 278 increasing their positions, 329 reducing their positions, and 69 closing their positions.
28% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 69
2% more funds holding
Funds holding: 909 → 923 (+14)
2% less call options, than puts
Call options by funds: $144M | Put options by funds: $148M
1.78% less ownership
Funds ownership: 73.25% → 71.46% (-1.8%)
13% less capital invested
Capital invested by funds: $20.7B → $18B (-$2.68B)
16% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 329
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$194M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$125M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$106M |
| 4 |
Millennium Management
New York
|
+$95.8M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$71.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.4B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$123M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$74.8M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$72.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$71.8M |
YUM Hedge Fund Activity: Q2 2018 in Review
923 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2018, worth a combined $18B — down 13% from $20.7B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new YUM positions and 69 closed out — a net gain of 19 holders — while 278 added to existing stakes and 329 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $194M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.4B.
- 923 institutional investors held Yum! Brands (YUM) as of Q2 2018, up from 909 in Q1 2018.
- Funds reported $18B of Yum! Brands stock for Q2 2018, down 13% quarter-over-quarter.
- 88 funds opened new Yum! Brands positions in Q2 2018 and 69 closed out, a net change of +19 holders.
- The largest Yum! Brands buyer in Q2 2018 was JP Morgan Chase, an estimated $194M added.
- The largest Yum! Brands seller in Q2 2018 was T. Rowe Price Associates, an estimated $1.4B sold.
Based on aggregated 13F filings for Q2 2018.