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Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.37B +$16.4M +259,009 +0.7%
State Street
2
State Street
Massachusetts
$1.73B -$107M -1,695,492 -6%
CM
3
Corvex Management
New York
$1.38B +$1.27B +20,074,646 +1,685%
MAM
4
Magellan Asset Management
Australia
$1.27B +$19.5M +307,559 +2%
AAM
5
Aberdeen Asset Management
United Kingdom
$1.14B -$138M -2,172,864 -11%
BIT
6
BlackRock Institutional Trust
California
$993M -$43.1M -679,751 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$911M -$56.9M -898,470 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$880M -$132M -2,076,176 -13%
UBS Group
9
UBS Group
Switzerland
$803M -$660M -10,422,703 -46%
LP
10
Longview Partners
Guernsey
$754M -$69.3M -1,093,159 -9%
Goldman Sachs
11
Goldman Sachs
New York
$703M +$24.3M +382,965 +4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$678M -$37.2M -587,152 -5%
Bank of America
13
Bank of America
North Carolina
$597M -$33.1M -521,955 -5%
Northern Trust
14
Northern Trust
Illinois
$534M +$9.27M +146,369 +2%
MNA
15
Manning & Napier Advisors
New York
$467M +$174M +2,753,859 +54%
Morgan Stanley
16
Morgan Stanley
New York
$443M +$83.8M +1,323,392 +24%
BFA
17
BlackRock Fund Advisors
California
$427M -$10.2M -160,292 -2%
MIP
18
Mondrian Investment Partners
United Kingdom
$385M -$189M -2,976,834 -33%
AllianceBernstein
19
AllianceBernstein
Tennessee
$351M -$24.4M -384,928 -7%
MICM
20
Matthews International Capital Management
California
$333M -$158M -2,491,530 -33%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$329M +$51.4M +811,529 +19%
TP
22
Third Point
New York
$322M +$24.2M +382,525 +8%
SIG
23
Senator Investment Group
New York
$315M +$110M +1,738,750 +56%
Norges Bank
24
Norges Bank
Norway
$294M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$291M +$1.17M +18,429 +0.4%

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.