YUMC icon

Yum China
YUMC

Overview Fund Activity

670 hedge funds and large institutions have $11.8B invested in Yum China in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 218 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
-9
Holders Change %
-1.33%
% of All Funds
9.71%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
198
Reduced
218
Closed
83
Calls
$50.5M
Puts
$84.9M
Net Calls
-$34.4M
Net Calls Change
-$45.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$267M
2
GAM
GuardCap Asset Management
United Kingdom
$486M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$808M
4
EARNEST Partners
EARNEST Partners
Georgia
$65.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$101M

Top Sellers

1
Invesco
Invesco
Georgia
$732M
2
PCM
Primavera Capital Management
Cayman Islands
$479M
3
Morgan Stanley
Morgan Stanley
New York
$96.7M
4
VAM
Veritas Asset Management
United Kingdom
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$679K -$39.5K -993 -5%
OPCM
277
Osborne Partners Capital Management
California
$676K – – –
IMRF
278
Illinois Municipal Retirement Fund
Illinois
$673K – – –
NMC
279
Nine Masts Capital
Hong Kong
$656K +$656K +16,650 New
NSIM
280
North Star Investment Management
Illinois
$650K -$31.8K -799 -5%
SIC
281
Salem Investment Counselors
North Carolina
$649K – – –
Parallax Volatility Advisers
282
Parallax Volatility Advisers
California
$638K +$638K +16,046 New
MMPW
283
Mitchell McLeod Pugh & Williams
Alabama
$634K – – –
Assenagon Asset Management
284
Assenagon Asset Management
Luxembourg
$631K -$28.2K -709 -4%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$625K +$48.1K +1,210 +8%
ORI
286
Oak Ridge Investments
Illinois
$622K -$47.5K -1,195 -7%
SW
287
SVB Wealth
Massachusetts
$618K -$120K -3,013 -16%
Brown Advisory
288
Brown Advisory
Maryland
$608K -$4.66K -117 -0.8%
MCM
289
MAI Capital Management
Ohio
$600K +$16.2K +407 +3%
GS
290
GTS Securities
New York
$599K +$345K +8,681 +136%
CAN
291
Cetera Advisor Networks
California
$585K -$7.2K -181 -1%
Walleye Capital
292
Walleye Capital
New York
$582K +$23.8K +597 +4%
PTC
293
Petrus Trust Company
Texas
$580K -$318K -7,995 -35%
Baird Financial Group
294
Baird Financial Group
Wisconsin
$580K +$2.94K +74 +0.5%
MFIM
295
Mesirow Financial Investment Management
Illinois
$577K +$158K +3,969 +38%
KAS
296
Kestra Advisory Services
Texas
$577K +$21.1K +530 +4%
SFA
297
Sequoia Financial Advisors
Ohio
$567K -$353K -8,864 -38%
SO
298
STRS Ohio
Ohio
$567K -$2.2M -55,400 -80%
Fisher Asset Management
299
Fisher Asset Management
Washington
$563K -$135K -3,390 -19%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$560K -$58.2K -1,463 -9%
10 11
12
13 14