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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
AAM
301
Advisors Asset Management
Colorado
$727K -$428K -11,863 -39%
MMPW
302
Mitchell McLeod Pugh & Williams
Alabama
$713K -$6.32K -175 -1%
KeyBank National Association
303
KeyBank National Association
Ohio
$701K -$4.94K -137 -0.8%
V
304
Veritable
Delaware
$701K -$1.19K -33 -0.2%
AA
305
Alta Advisers
United Kingdom
$685K -$278K -7,700 -31%
TI
306
Turner Investments
Pennsylvania
$679K +$621K +17,220 New
SCM
307
SOL Capital Management
Maryland
$675K -$9.02K -250 -1%
SBH
308
Segall Bryant & Hamill
Illinois
$672K
ONB
309
Old National Bancorp
Indiana
$664K -$148K -4,111 -20%
HCMT
310
Highland Capital Management (Tennessee)
Tennessee
$664K +$608K +16,852 New
MNBTD
311
Moody National Bank Trust Division
Texas
$631K
RJT
312
Raymond James Trust
Florida
$630K +$30.3K +840 +6%
WPP
313
Whalerock Point Partners
Rhode Island
$625K +$18K +500 +3%
TCM
314
Tradition Capital Management
New Jersey
$613K -$14.4K -400 -3%
MAM
315
Morse Asset Management
Connecticut
$611K -$639K -17,700 -53%
AIL
316
AGF Investments LLC
Ontario, Canada
$609K +$33.7K +935 +6%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$609K +$557K +15,443 New
OAM
318
Oberweis Asset Management
Illinois
$608K -$175K -4,840 -24%
QI
319
QS Investors
New York
$602K +$7.36K +204 +1%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$601K +$93.9K +2,603 +21%
DCM
321
Driehaus Capital Management
Illinois
$590K +$540K +14,956 New
HFS
322
HL Financial Services
Kentucky
$579K -$7.22K -200 -1%
UOC
323
UBS O'Connor
Illinois
$577K +$528K +14,640 New
CA
324
Cetera Advisors
Colorado
$569K -$11.8K -326 -2%
SSA
325
Schonfeld Strategic Advisors
New York
$560K +$76K +2,105 +17%

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.