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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
SouthState Corp
Florida
$1.73M -$74.4K -2,063 -4%
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$1.7M +$283K +7,848 +22%
WBC
228
Westpac Banking Corp
Australia
$1.69M -$3.91M -108,412 -72%
CAM
229
Chesapeake Asset Management
New York
$1.68M +$1.54M +42,639 New
TD Asset Management
230
TD Asset Management
Ontario, Canada
$1.64M
EHC
231
Everett Harris & Co
California
$1.61M -$26.5K -733 -2%
ACPU
232
Arrowgrass Capital Partners (US)
Delaware
$1.58M +$722K +20,000 +100%
YIA
233
YHB Investment Advisors
Connecticut
$1.57M +$64.6K +1,791 +5%
AG
234
AIA Group
Hong Kong
$1.56M +$1.45M +40,251 New
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$1.53M +$684K +18,957 +93%
JMPWA
236
JP Morgan Private Wealth Advisors
California
$1.49M -$230K -6,384 -14%
AB
237
Amalgamated Bank
New York
$1.48M +$602K +16,687 +80%
IHL
238
Investment House LLC
California
$1.45M -$19.8K -550 -1%
CAM
239
Cypress Asset Management
Texas
$1.44M -$15.9K -440 -1%
GP
240
GLG Partners
United Kingdom
$1.43M -$2.79M -77,284 -68%
JC
241
Jacobs & Co
California
$1.43M
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$1.39M
SCM
243
Stevens Capital Management
Pennsylvania
$1.38M -$995K -27,568 -44%
VKH
244
Virtu KCG Holdings
New York
$1.37M +$1.26M +34,807 New
CA
245
Commerzbank Aktiengesellschaft
Germany
$1.37M -$785K -21,740 -38%
SC
246
Searle & Co
Connecticut
$1.35M -$18K -500 -1%
BTS
247
BB&T Securities
Virginia
$1.34M -$227K -6,286 -16%
JG
248
Jefferies Group
New York
$1.32M +$258K +7,143 +27%
CIS
249
Connors Investor Services
Pennsylvania
$1.3M
SAM
250
Silvercrest Asset Management
New York
$1.29M -$2.67K -74 -0.2%

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.