Yum! Brands
YUM
797 hedge funds and large institutions have $25.7B invested in Yum! Brands in 2014 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 271 increasing their positions, 304 reducing their positions, and 51 closing their positions.
55% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 51
2% more funds holding
Funds holding: 780 → 797 (+17)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
1% less call options, than puts
Call options by funds: $375M | Put options by funds: $380M
2% less capital invested
Capital invested by funds: $26.2B → $25.7B (-$513M)
1% less ownership
Funds ownership: 108.25% → 107.24% (-1%)
11% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 304
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$180M |
| 2 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$117M |
| 3 |
RI
Relational Investors
San Diego,
California
|
+$84.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$71.7M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$67.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
-$382M |
| 2 |
JP Morgan Chase
New York
|
-$329M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$140M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$124M |
| 5 |
State Street
Boston,
Massachusetts
|
-$91.3M |
YUM Hedge Fund Activity: Q1 2014 in Review
797 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2014, worth a combined $25.7B — down 2% from $26.2B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new YUM positions and 51 closed out — a net gain of 28 holders — while 271 added to existing stakes and 304 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $180M. The largest seller was Carmignac Gestion, cutting an estimated $382M.
- 797 institutional investors held Yum! Brands (YUM) as of Q1 2014, up from 780 in Q4 2013.
- Funds reported $25.7B of Yum! Brands stock for Q1 2014, down 2% quarter-over-quarter.
- 79 funds opened new Yum! Brands positions in Q1 2014 and 51 closed out, a net change of +28 holders.
- The largest Yum! Brands buyer in Q1 2014 was Loomis, Sayles & Company, an estimated $180M added.
- The largest Yum! Brands seller in Q1 2014 was Carmignac Gestion, an estimated $382M sold.
Based on aggregated 13F filings for Q1 2014.