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Yum China
YUMC

Overview Fund Activity

624 hedge funds and large institutions have $9.03B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-46
Holders Change %
-6.87%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
59
Increased
191
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

1
PCM
Primavera Capital Management
Cayman Islands
+$371M
2
Dodge & Cox
Dodge & Cox
California
+$122M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$78.6M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$49.4M
5
MIP
Mondrian Investment Partners
United Kingdom
+$48M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$102M
2
Invesco
Invesco
Georgia
-$100M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$70.3M
4
Bank of America
Bank of America
North Carolina
-$60.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
326
1ST Source Bank
Indiana
$311K – – –
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$308K +$107K +3,477 +54%
CIA
328
Choate Investment Advisors
Massachusetts
$298K – – –
EFS
329
Essex Financial Services
Connecticut
$294K +$294K +8,621 New
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$289K +$156K +5,074 +118%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$288K -$8.45K -274 -3%
ATN
332
AMF Tjänstepension
Sweden
$287K -$6.38M -206,738 -96%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$280K +$41.1K +1,332 +17%
MJRIC
334
Mogy Joel R Investment Counsel
California
$276K – – –
HFM
335
Harvest Fund Management
China
$276K +$30.9K +1,000 +13%
NCM
336
New Capital Management
Texas
$273K – – –
WJWM
337
Williams Jones Wealth Management
New York
$270K -$13.2K -429 -5%
HCA
338
Harbour Capital Advisors
Virginia
$269K -$6.87K -225 -2%
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$264K +$264K +8,573 New
EWM
340
Evermay Wealth Management
Virginia
$262K – – –
COCM
341
Charter Oak Capital Management
New Hampshire
$262K +$6.66K +216 +3%
FNBTCON
342
First National Bank & Trust Co of Newtown
Pennsylvania
$259K -$30.8K -1,000 -11%
EIM
343
Ervin Investment Management
Washington
$258K – – –
OIA
344
OneDigital Investment Advisors
Kansas
$255K +$26.9K +873 +12%
PHS
345
Pekin Hardy Strauss
Illinois
$252K – – –
PAM
346
Panagora Asset Management
Massachusetts
$247K – – –
MNBTD
347
Moody National Bank Trust Division
Texas
$247K – – –
FCIM
348
Fairview Capital Investment Management
California
$246K -$1.81M -58,642 -88%
WCM
349
Winthrop Capital Management
Indiana
$244K – – –
GC
350
Guggenheim Capital
Illinois
$241K -$13.5K -437 -5%
12 13
14
15 16