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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
BSW
326
Buckingham Strategic Wealth
Missouri
$497K +$7.92K +188 +2%
SCA
327
Snowden Capital Advisors
New York
$496K -$5.35K -127 -1%
Cerity Partners
328
Cerity Partners
New York
$491K +$136K +3,222 +47%
CS
329
Candriam SCA
Luxembourg
$480K
CIA
330
Choate Investment Advisors
Massachusetts
$479K
NYLIM
331
New York Life Investment Management
New York
$477K +$413K +9,817 New
RCM
332
RNC Capital Management
California
$475K +$155K +3,690 +60%
BBA
333
Baader Bank Aktiengesellschaft
Germany
$474K +$409K +9,720 New
MJRIC
334
Mogy Joel R Investment Counsel
California
$469K
VIA
335
Vident Investment Advisory
Georgia
$463K -$1.22M -28,915 -75%
WJWM
336
Williams Jones Wealth Management
New York
$458K +$397K +9,438 New
Comerica Bank
337
Comerica Bank
Texas
$453K -$46K -1,092 -10%
CWP
338
CFM Wealth Partners
Texas
$450K -$9.73K -231 -2%
CP
339
Castleview Partners
Texas
$448K +$86.9K +2,064 +382%
OAM
340
Oppenheimer Asset Management
New York
$438K -$8.42K -200 -2%
KCMH
341
Keywise Capital Management (HK)
Hong Kong
$437K +$168K +4,000 +80%
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$433K -$646K -15,352 -63%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$433K -$67.3K -1,599 -15%
EWM
344
Evermay Wealth Management
Virginia
$426K -$11.4K -270 -3%
NCM
345
New Capital Management
Texas
$426K
BAM
346
Belpointe Asset Management
Nevada
$425K +$370K +8,775 New
FF
347
FourThought Financial
Florida
$423K
SBH
348
Segall Bryant & Hamill
Illinois
$421K -$156K -3,700 -30%
JIC
349
Johnson Investment Counsel
Ohio
$421K +$30.4K +722 +9%
SFFS
350
Stonehage Fleming Financial Services
Jersey
$416K

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.