Yum China
YUMC
691 hedge funds and large institutions have $14.2B invested in Yum China in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 212 increasing their positions, 219 reducing their positions, and 78 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
4% more capital invested
Capital invested by funds: $13.7B → $14.2B (+$490M)
0.75% more ownership
Funds ownership: 80.6% → 81.35% (+0.75%)
3% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 219
8% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 78
2% less funds holding
Funds holding: 708 → 691 (-17)
15% less call options, than puts
Call options by funds: $50.5M | Put options by funds: $59.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.29B |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$176M |
| 3 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
+$104M |
| 4 |
JP Morgan Chase
New York
|
+$94M |
| 5 |
BPIH
Broad Peak Investment Holdings
Singapore
|
+$82.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$495M |
| 2 |
ClearBridge Investments
New York
|
-$350M |
| 3 |
BlackRock
New York
|
-$172M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$63.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$52M |
YUMC Hedge Fund Activity: Q2 2019 in Review
691 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2019, worth a combined $14.2B — up 3.6% from $13.7B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of YUMC and 72 opened new positions — a net loss of 6 holders — while 219 trimmed existing stakes and 212 added.
The largest buyer was Invesco, adding an estimated $1.29B. The largest seller was Aberdeen Group, cutting an estimated $495M.
- 691 institutional investors held Yum China (YUMC) as of Q2 2019, down from 708 in Q1 2019.
- Funds reported $14.2B of Yum China stock for Q2 2019, up 3.6% quarter-over-quarter.
- 72 funds opened new Yum China positions in Q2 2019 and 78 closed out, a net change of -6 holders.
- The largest Yum China buyer in Q2 2019 was Invesco, an estimated $1.29B added.
- The largest Yum China seller in Q2 2019 was Aberdeen Group, an estimated $495M sold.
Based on aggregated 13F filings for Q2 2019.