We are live on ! Find out more
YUMC icon

Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
226
First Trust Advisors
Illinois
$1.3M -$4.37M -91,022 -77%
GT
227
Glenmede Trust
Pennsylvania
$1.29M -$803K -16,720 -38%
CWM
228
Congress Wealth Management
Massachusetts
$1.28M -$77.2K -1,607 -6%
SAM
229
Sabadell Asset Management
Spain
$1.23M -$47.4K -987 -4%
VFA
230
Valeo Financial Advisors
Indiana
$1.22M +$59.1K +1,231 +5%
DILIC
231
Dai-ichi Life Insurance Company
Japan
$1.2M +$205K +4,270 +20%
Toronto Dominion Bank
232
Toronto Dominion Bank
Ontario, Canada
$1.19M
SF
233
Synovus Financial
Georgia
$1.19M -$14.8K -309 -1%
PAM
234
Panagora Asset Management
Massachusetts
$1.18M -$46K -957 -4%
HDIM
235
Hanson & Doremus Investment Management
Vermont
$1.18M +$29.8K +620 +3%
JMPWA
236
JP Morgan Private Wealth Advisors
California
$1.17M +$130K +2,702 +12%
LCM
237
Laurion Capital Management
New York
$1.15M -$1.4M -29,121 -55%
HJIM
238
Henry James International Management
New York
$1.14M +$247K +5,139 +27%
VIA
239
Virtus Investment Advisers
Connecticut
$1.14M +$1.15M +24,048 New
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$1.11M
DGAM
241
Desjardins Global Asset Management
Quebec, Canada
$1.08M +$8.07K +168 +0.7%
MCM
242
Mill Capital Management
North Carolina
$1.08M -$45.2K -942 -4%
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$1.05M +$39.8K +829 +4%
VRS
244
Virginia Retirement Systems
Virginia
$1.04M +$1.06M +22,000 New
EI
245
Ethic Inc
New York
$1.04M +$17K +355 +2%
BPA
246
Beacon Pointe Advisors
California
$996K +$77.5K +1,613 +8%
WCM
247
Wisconsin Capital Management
Wisconsin
$994K +$480K +10,000 +91%
NEAM
248
New England Asset Management
Connecticut
$989K
1832 Asset Management
249
1832 Asset Management
Ontario, Canada
$980K +$8.6K +179 +0.9%
SC
250
Sculptor Capital
New York
$947K +$961K +20,000 New

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.