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Yum! Brands

853 hedge funds and large institutions have $18.5B invested in Yum! Brands in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 282 increasing their positions, 288 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

0.54% more ownership

Funds ownership: 72.48%73.02% (+0.54%)

0% less capital invested

Capital invested by funds: $18.6B → $18.5B (-$84.5M)

1% less funds holding

Funds holding: 860853 (-7)

2% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 288

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less call options, than puts

Call options by funds: $153M | Put options by funds: $215M

Holders
853
Holders Change
-7
Holders Change %
-0.81%
% of All Funds
21.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
67
Increased
282
Reduced
288
Closed
64
Calls
$153M
Puts
$215M
Net Calls
-$61.5M
Net Calls Change
+$55M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.5B +$603M +8,018,542 +31%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71B +$51.4M +682,930 +3%
BlackRock
3
BlackRock
New York
$1.5B +$26.8M +355,955 +2%
MAM
4
Magellan Asset Management
Australia
$1.14B -$190K -2,531 -0%
State Street
5
State Street
Massachusetts
$1.02B -$17.6M -233,975 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$582M +$91.8M +1,220,537 +18%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$511M +$13.5M +179,192 +3%
Bank of America
8
Bank of America
North Carolina
$493M +$48.2M +640,379 +11%
Northern Trust
9
Northern Trust
Illinois
$325M +$21.8M +290,213 +7%
Goldman Sachs
10
Goldman Sachs
New York
$291M -$18.7M -248,527 -6%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$256M -$47.3M -628,106 -15%
Capital Research Global Investors
12
Capital Research Global Investors
California
$252M +$74.9K +995 +0%
Norges Bank
13
Norges Bank
Norway
$249M -$35.8M -475,773 -12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$234M +$12.7M +168,591 +6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$214M -$7.73M -102,738 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$193M +$41M +544,861 +26%
CFM
17
Coronation Fund Managers
South Africa
$165M +$5.09M +67,689 +3%
Ameriprise
18
Ameriprise
Minnesota
$158M -$19.1M -254,515 -11%
ETC
19
Evercore Trust Company
New York
$158M -$4.45M -59,199 -3%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$145M -$3.81M -50,612 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M +$150K +2,000 +0.1%
Legal & General Group
22
Legal & General Group
United Kingdom
$131M +$2.64M +35,032 +2%
AAMU
23
Amundi Asset Management US
Massachusetts
$131M +$27.6M +366,900 +26%
Deutsche Bank
24
Deutsche Bank
Germany
$124M -$86.1M -1,144,055 -40%
Invesco
25
Invesco
Georgia
$119M -$6.02M -79,994 -5%

YUM Hedge Fund Activity: Q3 2017 in Review

853 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2017, worth a combined $18.5B — down 0.45% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new YUM positions and 64 closed out — a net gain of 3 holders — while 282 added to existing stakes and 288 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $603M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $194M sold.

  • 853 institutional investors held Yum! Brands (YUM) as of Q3 2017, down from 860 in Q2 2017.
  • Funds reported $18.5B of Yum! Brands stock for Q3 2017, down 0.45% quarter-over-quarter.
  • 67 funds opened new Yum! Brands positions in Q3 2017 and 64 closed out, a net change of +3 holders.
  • The largest Yum! Brands buyer in Q3 2017 was T. Rowe Price Associates, an estimated $603M added.
  • The largest Yum! Brands seller in Q3 2017 was Renaissance Technologies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2017.