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Yum China
YUMC

Overview Fund Activity

640 hedge funds and large institutions have $12.3B invested in Yum China in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 223 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-18
Holders Change %
-2.74%
% of All Funds
14.67%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
59
Increased
184
Reduced
223
Closed
75
Calls
$50.8M
Puts
$110M
Net Calls
-$59.5M
Net Calls Change
-$14.4M

Top Buyers

1
VAM
Vontobel Asset Management
New York
$230M
2
GAM
Genesis Asset Managers
United Kingdom
$201M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$707M
4
O
OppenheimerFunds
New York
$260M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$567M

Top Sellers

1
UBS AM
UBS AM
Illinois
$45.9M
2
Morgan Stanley
Morgan Stanley
New York
$50.3M
3
Deutsche Bank
Deutsche Bank
Germany
$39.7M
4
Renaissance Technologies
Renaissance Technologies
New York
$13.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
351
Partnervest Advisory Services
California
$401K – – –
IC
352
InterOcean Capital
Illinois
$401K +$401K +10,428 New
TAM
353
Tyers Asset Management
Texas
$397K -$615K -16,016 -61%
FT
354
Fiduciary Trust
Massachusetts
$397K – – –
LIM
355
Leavell Investment Management
Alabama
$396K – – –
CS
356
Comerica Securities
Michigan
$393K +$62.1K +1,617 +19%
DSI
357
Daiwa SB Investments
Japan
$392K – – –
LJAC
358
L.J. Altfest & Co
New York
$378K – – –
Chevy Chase Trust
359
Chevy Chase Trust
Maryland
$376K -$7.98K -207 -2%
BIM
360
Baldwin Investment Management
Pennsylvania
$376K +$80.7K +2,100 +27%
GT
361
Greenleaf Trust
Michigan
$374K -$92.3K -2,400 -20%
MJRIC
362
Mogy Joel R Investment Counsel
California
$374K +$1.54K +40 +0.4%
SCC
363
Spring Creek Capital
Kansas
$374K +$374K +9,736 New
IRF
364
IBM Retirement Fund
New York
$360K -$40.7K -1,060 -10%
GWM
365
Geneos Wealth Management
Colorado
$352K -$3.07K -80 -0.9%
WSCM
366
Wellington Shields Capital Management
New York
$350K – – –
AI
367
Atria Investments
North Carolina
$349K +$76.5K +1,990 +28%
RIM
368
Regent Investment Management
Kentucky
$348K -$38.5K -1,000 -10%
GC
369
Grace Capital
Massachusetts
$345K +$345K +7,000 New
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$338K -$13.1K -341 -4%
SFA
371
Sequoia Financial Advisors
Ohio
$337K -$5.76K -150 -2%
NCM
372
New Capital Management
Texas
$336K +$809 +21 +0.2%
PCM
373
Parsons Capital Management
Rhode Island
$335K -$2.11K -55 -0.6%
FTIOP
374
Fiduciary Trust International of Pennsylvania
Pennsylvania
$335K +$78.8K +2,050 +31%
PMFA
375
Plante Moran Financial Advisors
Michigan
$332K -$2.5K -65 -0.7%
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