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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
CAW
326
Cornerstone Advisors (Washington)
Washington
$549K -$406K -11,255 -45%
NSIM
327
North Star Investment Management
Illinois
$545K -$10.8K -300 -2%
FCI
328
Financial Counselors Inc
Kansas
$544K +$69.4K +1,924 +16%
Wellington Management Group
329
Wellington Management Group
Massachusetts
$537K +$491K +13,613 New
AAM
330
Auxier Asset Management
Oregon
$530K +$7.22K +200 +2%
FNBTCON
331
First National Bank & Trust Co of Newtown
Pennsylvania
$515K
CI
332
Cigna Investments
Connecticut
$506K -$12.3K -340 -3%
CONA
333
Capital One National Association
New York
$496K -$106K -2,946 -19%
SC
334
Scotia Capital
Ontario, Canada
$495K -$68.5K -1,897 -13%
WT
335
Whittier Trust
California
$493K +$10.7K +297 +2%
SYBT
336
Stock Yards Bank & Trust
Kentucky
$492K -$87.1K -2,414 -16%
IA
337
IFP Advisors
Florida
$483K -$4.8K -133 -1%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$482K -$12K -333 -3%
WSCM
339
Wellington Shields Capital Management
New York
$481K
FTIOP
340
Fiduciary Trust International of Pennsylvania
Pennsylvania
$477K -$28.9K -800 -6%
CIA
341
Choate Investment Advisors
Massachusetts
$473K -$3.39K -94 -0.8%
MCM
342
MAI Capital Management
Ohio
$470K -$7.04K -195 -2%
NB
343
Norinchukin Bank
Japan
$470K +$22.6K +625 +6%
Cerity Partners
344
Cerity Partners
New York
$465K -$67.7K -1,876 -14%
ST
345
Spot Trading
Illinois
$462K +$423K +11,729 New
MRCM
346
M&R Capital Management
New Jersey
$461K +$361 +10 +0.1%
BC
347
Brinker Capital
Pennsylvania
$460K +$80.2K +2,222 +24%
Public Employees Retirement Association of Colorado
348
Public Employees Retirement Association of Colorado
Colorado
$458K +$20.3K +562 +5%
TF
349
TIAA FSB
Florida
$457K +$418K +11,596 New
CCB
350
Cutter & Co Brokerage
Missouri
$452K -$12.6K -350 -3%

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.