YUMC icon

Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Petrus Trust Company
Texas
$958K +$777K +18,315 +430%
GT
252
Glenmede Trust
Pennsylvania
$953K -$34.4K -810 -3%
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$938K -$347K -8,184 -27%
PL
254
Polianta Ltd
Jersey
$924K +$924K +21,800 New
HCMT
255
Highland Capital Management (Tennessee)
Tennessee
$891K +$123K +2,900 +16%
EI
256
Ethic Inc
New York
$874K -$475K -11,201 -35%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$861K -$24.3K -572 -3%
SAM
258
Shell Asset Management
Netherlands
$860K -$118K -2,772 -12%
SCI
259
Stableford Capital II
Arizona
$859K +$859K +22,543 New
SF
260
Synovus Financial
Georgia
$858K -$990K -23,329 -54%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$856K -$164K -3,859 -16%
CCG
262
Cloverfields Capital Group
Minnesota
$853K – – –
CCM
263
Cohen Capital Management
California
$846K – – –
SAM
264
Silvercrest Asset Management
New York
$815K -$29.5K -696 -3%
HA
265
Harbor Advisors
Florida
$806K – – –
CAI
266
Capital Advisors Inc
Oklahoma
$803K – – –
BPA
267
Beacon Pointe Advisors
California
$803K -$191K -4,501 -19%
SW
268
SVB Wealth
Massachusetts
$786K -$30.6K -722 -4%
SCM
269
Somerset Capital Management
United Kingdom
$785K -$63.4M -1,485,435 -99%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$767K -$1.02M -23,994 -57%
EWA
271
Exencial Wealth Advisors
Oklahoma
$766K +$766K +18,054 New
BAMF
272
BI Asset Management Fondsmaeglerselskab
Denmark
$762K -$98.7K -2,326 -11%
CCWM
273
Cassaday & Co Wealth Management
Virginia
$760K -$38.1K -898 -5%
Fisher Asset Management
274
Fisher Asset Management
Washington
$744K +$173K +4,085 +30%
NSIM
275
North Star Investment Management
Illinois
$727K +$4.41K +104 +0.6%
9 10
11
12 13