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Yum! Brands

1,023 hedge funds and large institutions have $25.6B invested in Yum! Brands in 2019 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 379 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $571M | Put options by funds: $400M

12% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 81

11% more capital invested

Capital invested by funds: $23.2B → $25.6B (+$2.45B)

0.01% less ownership

Funds ownership: 75.99%75.99% (-0.01%)

1% less funds holding

Funds holding: 1,0291,023 (-6)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

19% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 379

Holders
1,023
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
22.22%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
91
Increased
308
Reduced
379
Closed
81
Calls
$571M
Puts
$400M
Net Calls
+$171M
Net Calls Change
+$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.78B +$306M +2,947,074 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.6B +$47M +452,824 +2%
MAM
3
Magellan Asset Management
Australia
$1.74B -$5.82M -56,017 -0.4%
State Street
4
State Street
Massachusetts
$1.55B +$14.4M +139,127 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.3B -$61M -587,214 -5%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$788M -$2.94M -28,269 -0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$572M -$24.1M -232,168 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$541M +$23M +221,883 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$526M -$17.6M -169,373 -3%
SGA
10
Sustainable Growth Advisers
Connecticut
$501M +$1.89M +18,214 +0.4%
Bank of America
11
Bank of America
North Carolina
$485M -$27.3M -262,445 -6%
Northern Trust
12
Northern Trust
Illinois
$438M +$4.1M +39,444 +1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$401M +$100M +962,877 +36%
UBS AM
14
UBS AM
Illinois
$341M -$779K -7,504 -0.2%
APG Asset Management
15
APG Asset Management
Netherlands
$341M +$106M +1,024,300 +41%
Norges Bank
16
Norges Bank
Norway
$330M -$21M -201,783 -6%
Goldman Sachs
17
Goldman Sachs
New York
$284M +$68.2M +656,213 +34%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$270M +$45.7M +439,901 +22%
Invesco
19
Invesco
Georgia
$267M +$20.5M +197,224 +9%
Legal & General Group
20
Legal & General Group
United Kingdom
$261M +$14.1M +136,099 +6%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$211M -$21.3M -204,989 -10%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$207M -$70.7M -680,600 -27%
Newport Trust Company
23
Newport Trust Company
District of Columbia
$201M +$1.56M +15,043 +0.8%
Two Sigma Investments
24
Two Sigma Investments
New York
$193M -$12.2M -117,304 -6%
Capital International Investors
25
Capital International Investors
California
$183M +$114K +1,099 +0.1%

YUM Hedge Fund Activity: Q2 2019 in Review

1,023 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2019, worth a combined $25.6B — up 11% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new YUM positions and 81 closed out — a net gain of 10 holders — while 308 added to existing stakes and 379 trimmed.

The largest buyer was BlackRock, adding an estimated $306M. The largest seller was AJO LP, cutting an estimated $93M.

  • 1,023 institutional investors held Yum! Brands (YUM) as of Q2 2019, down from 1,029 in Q1 2019.
  • Funds reported $25.6B of Yum! Brands stock for Q2 2019, up 11% quarter-over-quarter.
  • 91 funds opened new Yum! Brands positions in Q2 2019 and 81 closed out, a net change of +10 holders.
  • The largest Yum! Brands buyer in Q2 2019 was BlackRock, an estimated $306M added.
  • The largest Yum! Brands seller in Q2 2019 was AJO LP, an estimated $93M sold.

Based on aggregated 13F filings for Q2 2019.