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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
351
Needelman Asset Management
California
$450K
OAC
352
OMERS Administration Corp
Ontario, Canada
$450K
RIM
353
Regent Investment Management
Kentucky
$446K
MHIM
354
MacNealy Hoover Investment Management
Ohio
$442K
OMCS
355
Old Mutual Customised Solutions
South Africa
$438K
HA
356
Harbor Advisors
Florida
$434K +$397K +11,000 New
LIM
357
Leavell Investment Management
Alabama
$432K
Group One Trading
358
Group One Trading
Illinois
$425K -$2.03M -56,212 -84%
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$421K +$12.4K +344 +3%
Luther King Capital Management (LKCM)
360
Luther King Capital Management (LKCM)
Texas
$418K
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$417K
JIC
362
Johnson Investment Counsel
Ohio
$414K +$397 +11 +0.1%
EMG
363
Ellington Management Group
Connecticut
$414K +$379K +10,500 New
IC
364
InterOcean Capital
Illinois
$411K -$14.7K -407 -4%
PAS
365
Partnervest Advisory Services
California
$411K
WA
366
WBH Advisory
Maryland
$407K -$72.1K -1,999 -16%
HCM
367
Hall Capital Management
Rhode Island
$399K +$4.26K +118 +1%
HCM
368
Horan Capital Management
Maryland
$396K -$190K -5,265 -34%
FT
369
Fiduciary Trust
Massachusetts
$390K -$95K -2,633 -21%
MML Investors Services
370
MML Investors Services
Massachusetts
$390K +$74.3K +2,059 +26%
TSS
371
Two Sigma Securities
New York
$388K +$355K +9,844 New
LJAC
372
L.J. Altfest & Co
New York
$385K
GCP
373
GSA Capital Partners
United Kingdom
$384K -$532K -14,750 -60%
OAM
374
Oppenheimer Asset Management
New York
$382K -$112K -3,094 -24%
MJRIC
375
Mogy Joel R Investment Counsel
California
$382K

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.