Yum China
YUMC
701 hedge funds and large institutions have $15.1B invested in Yum China in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 199 increasing their positions, 232 reducing their positions, and 68 closing their positions.
47% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 68
20% more call options, than puts
Call options by funds: $92.2M | Put options by funds: $76.8M
7% more capital invested
Capital invested by funds: $14.1B → $15.1B (+$999M)
3% more funds holding
Funds holding: 683 → 701 (+18)
1.31% more ownership
Funds ownership: 82.34% → 83.65% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
14% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 232
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$119M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$111M |
| 3 |
VAM
Vontobel Asset Management
New York
|
+$95.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$92.8M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$74.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
|
-$331M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$37.3M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$30.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.8M |
| 5 |
Goldman Sachs
New York
|
-$25.5M |
YUMC Hedge Fund Activity: Q4 2019 in Review
701 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2019, worth a combined $15.1B — up 7.1% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new YUMC positions and 68 closed out — a net gain of 32 holders — while 199 added to existing stakes and 232 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $119M. The largest seller was Primavera Capital Management, cutting an estimated $331M.
- 701 institutional investors held Yum China (YUMC) as of Q4 2019, up from 683 in Q3 2019.
- Funds reported $15.1B of Yum China stock for Q4 2019, up 7.1% quarter-over-quarter.
- 100 funds opened new Yum China positions in Q4 2019 and 68 closed out, a net change of +32 holders.
- The largest Yum China buyer in Q4 2019 was Schroder Investment Management Group, an estimated $119M added.
- The largest Yum China seller in Q4 2019 was Primavera Capital Management, an estimated $331M sold.
Based on aggregated 13F filings for Q4 2019.