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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$144M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$174M
2
Invesco
Invesco
Georgia
-$119M
3
Dodge & Cox
Dodge & Cox
California
-$105M
4
GAM
GuardCap Asset Management
United Kingdom
-$77.1M
5
MIP
Mondrian Investment Partners
United Kingdom
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
326
YHB Investment Advisors
Connecticut
$542K -$45.5K -945 -8%
JIC
327
Johnson Investment Counsel
Ohio
$528K +$96 +2 +0%
KAS
328
Kestra Advisory Services
Texas
$526K -$23.6K -489 -4%
Luther King Capital Management (LKCM)
329
Luther King Capital Management (LKCM)
Texas
$518K – – –
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$514K -$498K -10,325 -49%
SC
331
Savant Capital
Illinois
$506K +$94.4K +1,959 +23%
BP
332
BNP Paribas
France
$501K +$501K +10,400 New
HT
333
HAP Trading
New York
$500K +$500K +10,386 New
HNB
334
Huntington National Bank
Ohio
$499K -$8.24K -171 -2%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$497K +$16.6K +344 +3%
Parallax Volatility Advisers
336
Parallax Volatility Advisers
California
$496K +$68.5K +1,423 +16%
BFS
337
Bard Financial Services
Connecticut
$492K – – –
1SB
338
1ST Source Bank
Indiana
$486K – – –
SI
339
Stephens Inc
Arkansas
$485K -$8.57K -178 -2%
First Trust Advisors
340
First Trust Advisors
Illinois
$475K +$475K +9,854 New
Fisher Asset Management
341
Fisher Asset Management
Washington
$470K +$54.2K +1,125 +13%
AAM
342
Auxier Asset Management
Oregon
$469K -$25.3K -525 -5%
RCAG
343
Rehmann Capital Advisory Group
Michigan
$469K +$30.6K +636 +7%
NA
344
NewEdge Advisors
Louisiana
$467K +$163K +3,393 +54%
FCP
345
Fidelis Capital Partners
Florida
$465K – – –
PAM
346
Panagora Asset Management
Massachusetts
$463K +$77.3K +1,604 +20%
CIA
347
Choate Investment Advisors
Massachusetts
$458K +$2.7K +56 +0.6%
SCM
348
Sterling Capital Management
North Carolina
$453K -$18.3K -380 -4%
OL
349
one8zero8 LLC
North Carolina
$448K +$448K +9,297 New
KPWS
350
Kestra Private Wealth Services
Texas
$441K +$221K +4,583 +100%
12 13
14
15 16