We are live on ! Find out more
YUM icon

Yum! Brands

760 hedge funds and large institutions have $24.8B invested in Yum! Brands in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 233 increasing their positions, 327 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

19% more call options, than puts

Call options by funds: $394M | Put options by funds: $332M

1% more funds holding

Funds holding: 749760 (+11)

3% more capital invested

Capital invested by funds: $24.1B → $24.8B (+$716M)

0.96% more ownership

Funds ownership: 107.48%108.44% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

29% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 327

Holders
760
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
24.64%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
64
Increased
233
Reduced
327
Closed
45
Calls
$394M
Puts
$332M
Net Calls
+$61.5M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.6B -$1.4M -26,985 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.51B +$15.2M +293,174 +1%
State Street
3
State Street
Massachusetts
$1.49B -$14.5M -279,710 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.45B +$132M +2,542,911 +10%
CG
5
Carmignac Gestion
France
$994M -$11M -212,258 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$869M -$34M -654,691 -4%
TIM
7
Thornburg Investment Management
New Mexico
$855M +$100M +1,927,621 +13%
BIT
8
BlackRock Institutional Trust
California
$839M -$15.7M -302,558 -2%
LP
9
Longview Partners
Guernsey
$527M +$27.7M +533,980 +5%
Bank of America
10
Bank of America
North Carolina
$516M -$36.3M -699,581 -7%
MAM
11
Magellan Asset Management
Australia
$515M +$2.68M +51,691 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$480M -$7.37M -142,074 -1%
MIP
13
Mondrian Investment Partners
United Kingdom
$472M -$2.6M -50,216 -0.5%
Northern Trust
14
Northern Trust
Illinois
$457M -$13.9M -268,011 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$454M -$23.8M -458,830 -5%
CBOA
16
Commonwealth Bank of Australia
Australia
$363M -$29.8M -575,359 -8%
Edgewood Management
17
Edgewood Management
Connecticut
$312M +$2.06M +39,790 +0.7%
AAM
18
Aberdeen Asset Management
United Kingdom
$308M +$245M +4,716,157 +366%
BFA
19
BlackRock Fund Advisors
California
$275M -$7.52M -145,092 -3%
Norges Bank
20
Norges Bank
Norway
$250M
MNA
21
Manning & Napier Advisors
New York
$236M +$24.7M +476,892 +12%
ETC
22
Evercore Trust Company
New York
$230M -$8.27M -159,385 -3%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$227M +$40.6M +782,626 +21%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$218M +$5.57M +107,444 +3%
BG
25
BlackRock Group
United Kingdom
$213M +$11.3M +218,434 +6%

YUM Hedge Fund Activity: Q3 2013 in Review

760 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2013, worth a combined $24.8B — up 3% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new YUM positions and 45 closed out — a net gain of 19 holders — while 233 added to existing stakes and 327 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $245M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $223M sold.

  • 760 institutional investors held Yum! Brands (YUM) as of Q3 2013, up from 749 in Q2 2013.
  • Funds reported $24.8B of Yum! Brands stock for Q3 2013, up 3% quarter-over-quarter.
  • 64 funds opened new Yum! Brands positions in Q3 2013 and 45 closed out, a net change of +19 holders.
  • The largest Yum! Brands buyer in Q3 2013 was Aberdeen Asset Management, an estimated $245M added.
  • The largest Yum! Brands seller in Q3 2013 was Winslow Capital Management, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2013.