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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
301
Orion Portfolio Solutions
Nebraska
$546K -$693K -17,152 -56%
BCI
302
Brinker Capital Investments
Pennsylvania
$546K -$693K -17,152 -56%
TC
303
TAGStone Capital
North Carolina
$541K +$1.74K +41 +0.3%
SYBT
304
Stock Yards Bank & Trust
Kentucky
$539K – – –
CCA
305
Cobblestone Capital Advisors
New York
$527K – – –
NW
306
NewEdge Wealth
Pennsylvania
$519K -$34.7K -818 -6%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$519K -$297 -7 -0.1%
BBA
308
Baader Bank Aktiengesellschaft
Germany
$510K +$98.1K +2,313 +24%
HNB
309
Huntington National Bank
Ohio
$503K +$49.4K +1,164 +11%
PS
310
Principal Securities
Iowa
$496K +$496K +11,685 New
VAS
311
Vestmark Advisory Solutions
Massachusetts
$488K -$34.8K -820 -7%
CM
312
Caption Management
Oklahoma
$488K +$488K +11,500 New
1SB
313
1ST Source Bank
Indiana
$481K – – –
MHC
314
Meyer Handelman Company
New York
$479K – – –
SC
315
Sepio Capital
Utah
$472K -$106K -2,508 -18%
PA
316
Procyon Advisors
Connecticut
$471K -$73.4K -1,729 -13%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$465K -$19.5K -460 -4%
GIA
318
Gateway Investment Advisers
Ohio
$464K +$87.7K +2,068 +23%
JIC
319
Johnson Investment Counsel
Ohio
$463K -$109K -2,574 -19%
PAG
320
Private Advisor Group
New Jersey
$458K +$81K +1,909 +21%
MCM
321
Mill Capital Management
North Carolina
$458K -$91.5K -2,156 -17%
Luther King Capital Management (LKCM)
322
Luther King Capital Management (LKCM)
Texas
$456K – – –
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$456K -$5.3K -125 -1%
SI
324
Stephens Inc
Arkansas
$455K -$17K -400 -4%
SCM
325
SOL Capital Management
Maryland
$454K – – –
11 12
13
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