We are live on ! Find out more
YUMC icon

Yum China

671 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0.89% more ownership

Funds ownership: 83.65%84.54% (+0.89%)

4% less call options, than puts

Call options by funds: $88.8M | Put options by funds: $92.4M

4% less funds holding

Funds holding: 701671 (-30)

10% less capital invested

Capital invested by funds: $15.1B → $13.5B (-$1.54B)

16% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 248

29% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 93

Holders
671
Holders Change
-30
Holders Change %
-4.28%
% of All Funds
14.79%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
66
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
301
Central Trust Company
Missouri
$650K -$18.1K -407 -3%
Toronto Dominion Bank
302
Toronto Dominion Bank
Ontario, Canada
$643K +$212K +4,755 +47%
NSIM
303
North Star Investment Management
Illinois
$638K +$44.6K +1,000 +7%
MML Investors Services
304
MML Investors Services
Massachusetts
$628K +$49.5K +1,111 +8%
1SB
305
1ST Source Bank
Indiana
$613K
Neuberger Berman Group
306
Neuberger Berman Group
New York
$613K +$60.7K +1,362 +10%
Luther King Capital Management (LKCM)
307
Luther King Capital Management (LKCM)
Texas
$612K -$1.98M -44,470 -76%
AAM
308
Auxier Asset Management
Oregon
$580K +$11.8K +265 +2%
KeyBank National Association
309
KeyBank National Association
Ohio
$577K -$86.7K -1,945 -13%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$573K -$161K -3,600 -21%
PAG
311
Private Advisor Group
New Jersey
$571K -$1.11M -24,851 -65%
PSUF
312
People's United Financial
Connecticut
$563K -$36.2K -812 -6%
V
313
Veritable
Delaware
$563K -$17.9K -402 -3%
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$563K +$74.4K +1,668 +14%
KWILP
315
Kiwi Wealth Investments Limited Partnership
New Zealand
$563K +$589K +13,198 New
MCM
316
MAI Capital Management
Ohio
$554K -$3.66K -82 -0.6%
CIS
317
Connors Investor Services
Pennsylvania
$554K
CCB
318
Cutter & Co Brokerage
Missouri
$552K -$34.7K -778 -6%
CCA
319
Cobblestone Capital Advisors
New York
$549K -$4.99K -112 -0.9%
Mariner
320
Mariner
Kansas
$548K +$39.8K +893 +7%
VFA
321
Valeo Financial Advisors
Indiana
$547K -$282K -6,317 -34%
Parallax Volatility Advisers
322
Parallax Volatility Advisers
California
$546K +$527K +11,812 +1,192%
SI
323
Stephens Inc
Arkansas
$535K +$15K +336 +3%
HF
324
HRT Financial
New York
$534K +$280K +6,286 +101%
CH
325
Canton Hathaway
Rhode Island
$533K

YUMC Hedge Fund Activity: Q1 2020 in Review

671 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2020, worth a combined $13.5B — down 10% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of YUMC and 66 opened new positions — a net loss of 27 holders — while 248 trimmed existing stakes and 209 added.

The largest buyer was Franklin Resources, adding an estimated $326M. The largest seller was Massachusetts Financial Services, cutting an estimated $85M.

  • 671 institutional investors held Yum China (YUMC) as of Q1 2020, down from 701 in Q4 2019.
  • Funds reported $13.5B of Yum China stock for Q1 2020, down 10% quarter-over-quarter.
  • 66 funds opened new Yum China positions in Q1 2020 and 93 closed out, a net change of -27 holders.
  • The largest Yum China buyer in Q1 2020 was Franklin Resources, an estimated $326M added.
  • The largest Yum China seller in Q1 2020 was Massachusetts Financial Services, an estimated $85M sold.

Based on aggregated 13F filings for Q1 2020.