Yum! Brands
996 hedge funds and large institutions have $21.1B invested in Yum! Brands in 2018 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 297 increasing their positions, 324 reducing their positions, and 73 closing their positions.
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
88% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 73
28% more call options, than puts
Call options by funds: $260M | Put options by funds: $203M
6% more funds holding
Funds holding: 941 → 996 (+55)
2.7% more ownership
Funds ownership: 70.94% → 73.64% (+2.7%)
3% more capital invested
Capital invested by funds: $20.5B → $21.1B (+$529M)
8% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 324
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$211M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$125M |
| 3 |
Two Sigma Investments
New York
|
+$69.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$67.3M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$66.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$299M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$225M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$54.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$52.8M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$44.2M |
YUM Hedge Fund Activity: Q4 2018 in Review
996 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2018, worth a combined $21.1B — up 2.6% from $20.5B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new YUM positions and 73 closed out — a net gain of 64 holders — while 297 added to existing stakes and 324 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $211M. The largest seller was T. Rowe Price Associates, cutting an estimated $299M.
- 996 institutional investors held Yum! Brands (YUM) as of Q4 2018, up from 941 in Q3 2018.
- Funds reported $21.1B of Yum! Brands stock for Q4 2018, up 2.6% quarter-over-quarter.
- 137 funds opened new Yum! Brands positions in Q4 2018 and 73 closed out, a net change of +64 holders.
- The largest Yum! Brands buyer in Q4 2018 was AJO LP, an estimated $211M added.
- The largest Yum! Brands seller in Q4 2018 was T. Rowe Price Associates, an estimated $299M sold.
Based on aggregated 13F filings for Q4 2018.