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Yum China
YUMC

Overview Fund Activity

740 hedge funds and large institutions have $20.4B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+10
Holders Change %
+1.37%
% of All Funds
11.84%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
89
Increased
218
Reduced
219
Closed
66
Calls
$83.7M
Puts
$57.9M
Net Calls
+$25.7M
Net Calls Change
-$6.06M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
4
VAM
Veritas Asset Management
United Kingdom
+$78.6M
5
Bank of America
Bank of America
North Carolina
+$64M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$66.3M
5
Millennium Management
Millennium Management
New York
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
301
Cetera Advisor Networks
California
$957K -$8.05K -127 -0.8%
Assenagon Asset Management
302
Assenagon Asset Management
Luxembourg
$951K +$17.9K +282 +2%
SFA
303
Sequoia Financial Advisors
Ohio
$946K +$28.7K +453 +3%
SAM
304
Silvercrest Asset Management
New York
$934K – – –
VBA
305
Van Berkom & Associates
Quebec, Canada
$924K +$924K +14,700 New
VEA
306
Virtus ETF Advisers
New York
$924K +$924K +14,574 New
CWM
307
Cordatus Wealth Management
Pennsylvania
$918K +$918K +14,475 New
BTI
308
Blue Trust Inc
Georgia
$880K +$204K +3,739 +30%
SC
309
Sepio Capital
Utah
$879K -$124K -1,963 -12%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$872K +$26.4K +417 +3%
CIS
311
Connors Investor Services
Pennsylvania
$862K – – –
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$847K +$94.7K +1,494 +13%
BTWM
313
Baker Tilly Wealth Management
Wisconsin
$836K +$44.8K +706 +6%
Dodge & Cox
314
Dodge & Cox
California
$822K -$56K -883 -6%
AM
315
AGF Management
Ontario, Canada
$820K +$229K +3,610 +39%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$816K -$42.3K -668 -5%
SYBT
317
Stock Yards Bank & Trust
Kentucky
$811K – – –
KAS
318
Kestra Advisory Services
Texas
$809K -$138K -2,175 -15%
TC
319
TAGStone Capital
North Carolina
$802K +$1.65K +26 +0.2%
CCA
320
Cobblestone Capital Advisors
New York
$787K – – –
CCG
321
Cloverfields Capital Group
Minnesota
$786K +$411K +6,488 +110%
NW
322
NewEdge Wealth
Pennsylvania
$777K +$236K +3,730 +44%
1SB
323
1ST Source Bank
Indiana
$772K – – –
RCAG
324
Rehmann Capital Advisory Group
Michigan
$766K -$25.1K -396 -3%
HNB
325
Huntington National Bank
Ohio
$755K +$8.3K +131 +1%
11 12
13
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