Yum! Brands
836 hedge funds and large institutions have $24.2B invested in Yum! Brands in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 250 increasing their positions, 319 reducing their positions, and 65 closing their positions.
78% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 65
5% more funds holding
Funds holding: 799 → 836 (+37)
0.21% less ownership
Funds ownership: 105.65% → 105.45% (-0.21%)
0% less capital invested
Capital invested by funds: $24.2B → $24.2B (-$59M)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
21% less call options, than puts
Call options by funds: $494M | Put options by funds: $623M
22% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 319
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$181M |
| 2 |
MICM
Matthews International Capital Management
San Francisco,
California
|
+$109M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$83.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$73.5M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$70.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$315M |
| 2 |
CG
Carmignac Gestion
Paris,
France
|
-$248M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$162M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$135M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$133M |
YUM Hedge Fund Activity: Q4 2014 in Review
836 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2014, worth a combined $24.2B — down 0.24% from $24.2B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new YUM positions and 65 closed out — a net gain of 51 holders — while 250 added to existing stakes and 319 trimmed.
The largest buyer was Senator Investment Group, opening a new position worth an estimated $181M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $315M sold.
- 836 institutional investors held Yum! Brands (YUM) as of Q4 2014, up from 799 in Q3 2014.
- Funds reported $24.2B of Yum! Brands stock for Q4 2014, down 0.24% quarter-over-quarter.
- 116 funds opened new Yum! Brands positions in Q4 2014 and 65 closed out, a net change of +51 holders.
- The largest Yum! Brands buyer in Q4 2014 was Senator Investment Group, an estimated $181M added.
- The largest Yum! Brands seller in Q4 2014 was Capital Research Global Investors, an estimated $315M sold.
Based on aggregated 13F filings for Q4 2014.