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Yum! Brands

860 hedge funds and large institutions have $18.6B invested in Yum! Brands in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 238 increasing their positions, 361 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

12% more capital invested

Capital invested by funds: $16.6B → $18.6B (+$2.05B)

1% more funds holding

Funds holding: 849860 (+11)

0.79% less ownership

Funds ownership: 73.27%72.48% (-0.79%)

29% less call options, than puts

Call options by funds: $292M | Put options by funds: $409M

34% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 361

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
860
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
21.44%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
75
Increased
238
Reduced
361
Closed
57
Calls
$292M
Puts
$409M
Net Calls
-$117M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.91B +$305M +4,389,783 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.67B +$49.5M +711,910 +3%
BlackRock
3
BlackRock
New York
$1.48B -$2.68M -38,586 -0.2%
MAM
4
Magellan Asset Management
Australia
$1.14B +$21.5M +308,387 +2%
State Street
5
State Street
Massachusetts
$1.04B -$32.8M -470,692 -3%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$499M +$26.7M +384,357 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$493M -$28.6M -411,100 -6%
Bank of America
8
Bank of America
North Carolina
$446M -$31.9M -458,216 -7%
Goldman Sachs
9
Goldman Sachs
New York
$310M +$44.3M +637,018 +18%
Northern Trust
10
Northern Trust
Illinois
$304M -$8.02M -115,267 -3%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$303M +$831K +11,936 +0.3%
Norges Bank
12
Norges Bank
Norway
$284M -$5.87M -84,416 -2%
Capital Research Global Investors
13
Capital Research Global Investors
California
$252M -$55.1K -792 -0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$222M -$451K -6,478 -0.2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$222M +$17.7M +254,573 +9%
Morgan Stanley
16
Morgan Stanley
New York
$218M -$125M -1,797,615 -38%
Deutsche Bank
17
Deutsche Bank
Germany
$208M +$25.8M +370,880 +15%
Renaissance Technologies
18
Renaissance Technologies
New York
$194M -$62.6K -900 -0%
Ameriprise
19
Ameriprise
Minnesota
$177M +$9.27M +133,158 +6%
ETC
20
Evercore Trust Company
New York
$162M -$2.51M -36,037 -2%
CFM
21
Coronation Fund Managers
South Africa
$160M +$11.9M +170,386 +9%
JP Morgan Chase
22
JP Morgan Chase
New York
$154M -$14.3M -204,983 -9%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$149M +$4.86M +69,812 +4%
Two Sigma Investments
24
Two Sigma Investments
New York
$143M -$16M -229,304 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$141M +$3.53M +50,700 +3%

YUM Hedge Fund Activity: Q2 2017 in Review

860 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2017, worth a combined $18.6B — up 12% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new YUM positions and 57 closed out — a net gain of 18 holders — while 238 added to existing stakes and 361 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $305M. The largest seller was Corvex Management, exiting entirely with an estimated $508M sold.

  • 860 institutional investors held Yum! Brands (YUM) as of Q2 2017, up from 849 in Q1 2017.
  • Funds reported $18.6B of Yum! Brands stock for Q2 2017, up 12% quarter-over-quarter.
  • 75 funds opened new Yum! Brands positions in Q2 2017 and 57 closed out, a net change of +18 holders.
  • The largest Yum! Brands buyer in Q2 2017 was T. Rowe Price Associates, an estimated $305M added.
  • The largest Yum! Brands seller in Q2 2017 was Corvex Management, an estimated $508M sold.

Based on aggregated 13F filings for Q2 2017.