Yum! Brands
1,057 hedge funds and large institutions have $25.3B invested in Yum! Brands in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 320 increasing their positions, 380 reducing their positions, and 83 closing their positions.
10% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 83
9% more call options, than puts
Call options by funds: $168M | Put options by funds: $154M
0.3% more ownership
Funds ownership: 77.53% → 77.84% (+0.3%)
0% less funds holding
Funds holding: 1,059 → 1,057 (-2)
0% less capital invested
Capital invested by funds: $25.4B → $25.3B (-$116M)
16% less repeat investments, than reductions
Existing positions increased: 320 | Existing positions reduced: 380
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$409M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$367M |
| 3 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$103M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$92.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$69.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Soroban Capital Partners
New York
|
-$473M |
| 2 |
JP Morgan Chase
New York
|
-$320M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$63.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$54.5M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$41.7M |
YUM Hedge Fund Activity: Q1 2021 in Review
1,057 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2021, worth a combined $25.3B — down 0.46% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new YUM positions and 83 closed out — a net gain of 8 holders — while 320 added to existing stakes and 380 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $409M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $473M sold.
- 1,057 institutional investors held Yum! Brands (YUM) as of Q1 2021, down from 1,059 in Q4 2020.
- Funds reported $25.3B of Yum! Brands stock for Q1 2021, down 0.46% quarter-over-quarter.
- 91 funds opened new Yum! Brands positions in Q1 2021 and 83 closed out, a net change of +8 holders.
- The largest Yum! Brands buyer in Q1 2021 was Magellan Asset Management, an estimated $409M added.
- The largest Yum! Brands seller in Q1 2021 was Soroban Capital Partners, an estimated $473M sold.
Based on aggregated 13F filings for Q1 2021.