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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Cobblestone Capital Advisors
New York
$605K
RJT
302
Raymond James Trust
Florida
$604K -$842 -20 -0.2%
1SB
303
1ST Source Bank
Indiana
$590K
MHC
304
Meyer Handelman Company
New York
$590K
SRC
305
Shufro Rose & Co
New York
$590K
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$573K +$53.4K +1,267 +12%
IAIM
307
Industrial Alliance Investment Management
Quebec, Canada
$570K -$34.5K -819 -7%
MCM
308
MAI Capital Management
Ohio
$567K -$45.2K -1,073 -8%
FT
309
Fiduciary Trust
Massachusetts
$563K
FWIA
310
Fort Washington Investment Advisors
Ohio
$561K
TFP
311
Tilia Fiduciary Partners
North Carolina
$560K +$12.4K +294 +2%
V
312
Veritable
Delaware
$554K +$19.3K +459 +4%
SI
313
Stephens Inc
Arkansas
$553K +$1.85K +44 +0.4%
FA
314
FDx Advisors
Illinois
$551K +$17.9K +424 +4%
GI
315
Glovista Investments
New Jersey
$550K -$22.1K -525 -4%
FNBTCON
316
First National Bank & Trust Co of Newtown
Pennsylvania
$542K
CTC
317
Central Trust Company
Missouri
$540K -$4.21K -100 -0.9%
WCM
318
Wisconsin Capital Management
Wisconsin
$534K +$463K +11,000 New
SCM
319
SOL Capital Management
Maryland
$520K
AAM
320
Auxier Asset Management
Oregon
$516K
P
321
Pitcairn
Pennsylvania
$512K -$111K -2,642 -20%
CC
322
Chicago Capital
Illinois
$511K
Luther King Capital Management (LKCM)
323
Luther King Capital Management (LKCM)
Texas
$511K
EDRIA
324
Edmonds Duncan Registered Investment Advisors
Kansas
$503K
NA
325
NewEdge Advisors
Louisiana
$502K +$436K +10,358 New

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.