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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 %
GA
326
Gateway Advisory
New Jersey
$454K +$454K +10,697 New
TC
327
TownSquare Capital
Utah
$452K -$406K -9,562 -47%
MFIM
328
Mesirow Financial Investment Management
Illinois
$447K +$447K +10,538 New
CC
329
Chicago Capital
Illinois
$447K – – –
RJT
330
Raymond James Trust
Florida
$447K -$40.1K -944 -8%
MGIM
331
M&G Investment Management
United Kingdom
$446K -$2.74M -65,163 -86%
FNBTCON
332
First National Bank & Trust Co of Newtown
Pennsylvania
$445K -$11.5K -272 -3%
BSW
333
Buckingham Strategic Wealth
Missouri
$444K +$97.8K +2,304 +28%
AAM
334
Auxier Asset Management
Oregon
$436K -$14.9K -352 -3%
CIA
335
Choate Investment Advisors
Massachusetts
$426K -$15.4K -364 -3%
BTI
336
Blue Trust Inc
Georgia
$422K -$4.56K -82 -1%
William Blair Investment Management
337
William Blair Investment Management
Illinois
$419K -$474K -11,150 -53%
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$413K -$8.02K -189 -2%
OAM
339
Oppenheimer Asset Management
New York
$406K +$114K +2,689 +39%
RWM
340
Ritholtz Wealth Management
New York
$402K -$108K -2,535 -21%
BC
341
Bridgefront Capital
Texas
$399K +$399K +9,410 New
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$388K -$18.1K -427 -4%
MJRIC
343
Mogy Joel R Investment Counsel
California
$380K – – –
GC
344
Guggenheim Capital
Illinois
$380K +$109K +2,580 +40%
FTUS
345
Flow Traders U.S.
New York
$378K +$378K +8,910 New
NCM
346
New Capital Management
Texas
$376K – – –
TW
347
TritonPoint Wealth
Maryland
$375K +$375K +8,828 New
EWM
348
Evermay Wealth Management
Virginia
$369K – – –
WJWM
349
Williams Jones Wealth Management
New York
$368K – – –
GCP
350
GSA Capital Partners
United Kingdom
$366K +$54.4K +1,284 +17%
12 13
14
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