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Yum China
YUMC

Overview Fund Activity

669 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-31
Holders Change %
-4.43%
% of All Funds
14.78%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
65
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$98M
4
SCM
Somerset Capital Management
United Kingdom
+$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.3M
2
BlackRock
BlackRock
New York
-$78.8M
3
MICM
Matthews International Capital Management
California
-$67.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$58.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
351
Leavell Investment Management
Alabama
$396K – – –
BP
352
Ballentine Partners
Massachusetts
$395K -$339K -7,919 -46%
CWP
353
CFM Wealth Partners
Texas
$389K – – –
WSCM
354
Wellington Shields Capital Management
New York
$388K – – –
BF
355
BOK Financial
Oklahoma
$382K +$27.3K +641 +8%
SFA
356
Sequoia Financial Advisors
Ohio
$379K +$6.56K +154 +2%
NCM
357
New Capital Management
Texas
$377K – – –
MC
358
Moors & Cabot
Massachusetts
$366K +$3.84K +90 +1%
QI
359
QS Investors
New York
$361K – – –
GWM
360
Geneos Wealth Management
Colorado
$361K – – –
Chevy Chase Trust
361
Chevy Chase Trust
Maryland
$349K -$34.1K -800 -9%
H
362
Hexavest
Quebec, Canada
$345K -$303K -7,092 -47%
JWBC
363
J.W. Burns & Co
New York
$342K -$4.26K -100 -1%
CAN
364
Cetera Advisor Networks
California
$340K -$48.2K -1,131 -12%
TWA
365
TCI Wealth Advisors
Arizona
$337K -$43 -1 -0%
B
366
Barings
North Carolina
$326K -$59.7K -1,400 -15%
Public Sector Pension Investment Board (PSP Investments)
367
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$325K -$3.86M -90,400 -92%
AP
368
Advisor Partners
California
$324K +$1.02K +24 +0.3%
MRCM
369
M&R Capital Management
New Jersey
$319K -$145K -3,400 -31%
RIM
370
Regent Investment Management
Kentucky
$318K -$35K -820 -10%
FMWA
371
Forvis Mazars Wealth Advisors
Missouri
$315K -$3.45K -81 -1%
OAM
372
Oppenheimer Asset Management
New York
$314K -$82.9K -1,945 -21%
SP
373
SWS Partners
Ohio
$313K +$313K +7,349 New
AWM
374
Avior Wealth Management
Nebraska
$311K – – –
BHBT
375
Burke & Herbert Bank & Trust
Virginia
$311K – – –
13 14
15
16 17