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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.43%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$412M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$229M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$199M
2
Invesco
Invesco
Georgia
$160M
3
Dodge & Cox
Dodge & Cox
California
$410M
4
GAM
GuardCap Asset Management
United Kingdom
$544M
5
MIP
Mondrian Investment Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
276
Harbor Advisors
Florida
$915K – – –
CAI
277
Capital Advisors Inc
Oklahoma
$897K -$52.1K -1,082 -5%
OPCM
278
Osborne Partners Capital Management
California
$890K – – –
SF
279
Synovus Financial
Georgia
$877K +$4.34K +90 +0.5%
ACL
280
Applied Capital LLC
Florida
$873K +$39.9K +828 +5%
BAM
281
BOCHK Asset Management
Hong Kong
$867K +$867K +18,000 New
EF
282
Empowered Funds
Pennsylvania
$856K +$856K +17,779 New
II
283
IFM Investors
Australia
$835K -$316K -6,565 -27%
CCWM
284
Cassaday & Co Wealth Management
Virginia
$824K – – –
II
285
Inspire Investing
Idaho
$809K +$809K +16,798 New
SAM
286
Shell Asset Management
Netherlands
$807K +$867 +18 +0.1%
SMDAM
287
Sumitomo Mitsui DS Asset Management
Japan
$793K +$36.1K +749 +5%
I
288
InceptionR
California
$790K -$159K -3,299 -17%
NSIM
289
North Star Investment Management
Illinois
$786K +$48 +1 +0%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$785K +$48.6K +1,008 +7%
BPA
291
Beacon Pointe Advisors
California
$783K +$96 +2 +0%
CG
292
Caprock Group
Idaho
$779K +$462K +9,590 +146%
MCM
293
MAI Capital Management
Ohio
$772K +$186K +3,868 +32%
Baird Financial Group
294
Baird Financial Group
Wisconsin
$758K +$44.5K +924 +6%
GT
295
Glenmede Trust
Pennsylvania
$746K -$147K -3,044 -16%
XT
296
XTX Topco
Cayman Islands
$746K +$746K +15,478 New
ORI
297
Oak Ridge Investments
Illinois
$740K +$7.18K +149 +1%
QI
298
Qtron Investments
Massachusetts
$722K – – –
RI
299
Ridgewood Investments
New Jersey
$722K -$18.1K -376 -2%
PA
300
Procyon Advisors
Connecticut
$701K +$25.9K +538 +4%
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