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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
326
BOK Financial
Oklahoma
$453K -$412K -8,588 -47%
VIA
327
Vident Investment Advisory
Georgia
$445K +$134K +2,781 +29%
EGM
328
Engineers Gate Manager
New York
$443K +$450K +9,369 New
NYLIM
329
New York Life Investment Management
New York
$430K -$35.6K -741 -8%
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$424K +$1.44K +30 +0.3%
NCM
331
New Capital Management
Texas
$419K
EWM
332
Evermay Wealth Management
Virginia
$416K
WJWM
333
Williams Jones Wealth Management
New York
$415K -$32.2K -671 -7%
FF
334
FourThought Financial
Florida
$413K
JIC
335
Johnson Investment Counsel
Ohio
$411K
EIM
336
Ervin Investment Management
Washington
$410K
PAG
337
Private Advisor Group
New Jersey
$408K -$349K -7,266 -46%
FTDI
338
First Trust Direct Indexing
Massachusetts
$408K +$162K +3,376 +64%
SIM
339
Studio Investment Management
Illinois
$407K +$8.98K +187 +2%
SFFS
340
Stonehage Fleming Financial Services
Jersey
$406K
CI
341
Cigna Investments
Connecticut
$402K +$16.4K +341 +4%
EAM
342
Eschler Asset Management
United Kingdom
$398K
LFASL
343
Lugano Financial Advisors SA (LFA)
Switzerland
$394K +$200K +4,164 +100%
COCM
344
Charter Oak Capital Management
New Hampshire
$391K
MNBTD
345
Moody National Bank Trust Division
Texas
$387K
CCM
346
Chiron Capital Management
Florida
$383K
CWP
347
CFM Wealth Partners
Texas
$380K -$60.6K -1,261 -14%
SBH
348
Segall Bryant & Hamill
Illinois
$380K -$30K -625 -7%
WSCM
349
Wellington Shields Capital Management
New York
$379K
AWM
350
AE Wealth Management
Kansas
$377K +$26.4K +549 +7%

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.