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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
BP
276
Ballentine Partners
Massachusetts
$916K +$14.7K +407 +2%
GLRA
277
Gerald L. Ray & Associates
Texas
$888K -$3.61K -100 -0.4%
AT
278
Arden Trust
Delaware
$887K -$177K -4,902 -18%
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$879K +$75.9K +2,104 +10%
BSPF
280
British Steel Pension Fund
United Kingdom
$879K
AR
281
Advisory Research
Illinois
$860K +$787K +21,822 New
FA
282
FDx Advisors
Illinois
$856K -$189K -5,235 -19%
RFC
283
Regions Financial Corp
Alabama
$856K +$7.11K +197 +0.9%
SFFS
284
Stonehage Fleming Financial Services
Jersey
$844K +$447K +12,400 +138%
AG
285
Advisor Group
Arizona
$828K +$32.9K +912 +5%
AL
286
AJO LP
Pennsylvania
$818K +$34K +941 +5%
SI
287
Sensato Investors
California
$812K +$743K +20,600 New
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$806K -$114K -3,152 -13%
SIC
289
Salem Investment Counselors
North Carolina
$803K +$30.3K +841 +4%
CTC
290
Central Trust Company
Missouri
$799K -$160K -4,421 -18%
CCM
291
Cohen Capital Management
California
$787K
PAG
292
Private Advisor Group
New Jersey
$776K -$93.4K -2,588 -11%
ICOA
293
Investment Centers of America
North Dakota
$774K +$79.5K +2,203 +13%
BCM
294
Bayesian Capital Management
New York
$769K +$704K +19,500 New
TI
295
Trexquant Investment
Connecticut
$763K +$698K +19,341 New
1SB
296
1ST Source Bank
Indiana
$761K -$7.11K -197 -1%
DTL
297
Dynamic Technology Lab
Singapore
$750K +$106K +2,931 +18%
BWAM
298
Boyd Watterson Asset Management
Ohio
$736K +$163K +4,514 +32%
B
299
Barings
North Carolina
$729K -$350K -9,700 -34%
OPCM
300
Osborne Partners Capital Management
California
$729K

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.