Yum! Brands
YUM
861 hedge funds and large institutions have $23.9B invested in Yum! Brands in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 308 increasing their positions, 312 reducing their positions, and 95 closing their positions.
104% more call options, than puts
Call options by funds: $1.33B | Put options by funds: $653M
24% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 95
1% more funds holding
Funds holding: 850 → 861 (+11)
1% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 312
3.54% less ownership
Funds ownership: 109.22% → 105.68% (-3.5%)
11% less capital invested
Capital invested by funds: $27B → $23.9B (-$3.1B)
22% less funds holding in top 10
Funds holding in top 10: 32 → 25 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$755M |
| 2 |
SCP
Soroban Capital Partners
New York
|
+$221M |
| 3 |
JP Morgan Chase
New York
|
+$219M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$157M |
| 5 |
Axa
Paris,
France
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$837M |
| 2 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$661M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$316M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$147M |
| 5 |
YCMGA
York Capital Management Global Advisors
New York
|
-$134M |
YUM Hedge Fund Activity: Q4 2015 in Review
861 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2015, worth a combined $23.9B — down 11% from $27B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new YUM positions and 95 closed out — a net gain of 23 holders — while 308 added to existing stakes and 312 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $755M. The largest seller was Third Point, cutting an estimated $837M.
- 861 institutional investors held Yum! Brands (YUM) as of Q4 2015, up from 850 in Q3 2015.
- Funds reported $23.9B of Yum! Brands stock for Q4 2015, down 11% quarter-over-quarter.
- 118 funds opened new Yum! Brands positions in Q4 2015 and 95 closed out, a net change of +23 holders.
- The largest Yum! Brands buyer in Q4 2015 was Goldman Sachs, an estimated $755M added.
- The largest Yum! Brands seller in Q4 2015 was Third Point, an estimated $837M sold.
Based on aggregated 13F filings for Q4 2015.