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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
351
Ervin Investment Management
Washington
$412K
SIM
352
Studio Investment Management
Illinois
$408K +$354K +8,411 New
EAM
353
Eschler Asset Management
United Kingdom
$407K
COCM
354
Charter Oak Capital Management
New Hampshire
$401K
MNBTD
355
Moody National Bank Trust Division
Texas
$398K -$63.2K -1,500 -15%
GT
356
Glenview Trust
Kentucky
$397K +$1.47K +35 +0.4%
Man Group
357
Man Group
United Kingdom
$395K -$650K -15,427 Closed
CI
358
Cigna Investments
Connecticut
$395K -$171K -4,062 -33%
CCM
359
Chiron Capital Management
Florida
$393K -$8.42K -200 -2%
WSCM
360
Wellington Shields Capital Management
New York
$388K -$15K -356 -4%
FTUS
361
Flow Traders U.S.
New York
$388K +$336K +7,990 New
TWC
362
TD Waterhouse Canada
Ontario, Canada
$385K -$6.57K -156 -2%
Squarepoint
363
Squarepoint
New York
$381K -$1.3M -30,974 -80%
CW
364
CreativeOne Wealth
Kansas
$380K +$884 +21 +0.3%
GWM
365
Geneos Wealth Management
Colorado
$372K -$45.5K -1,080 -13%
CA
366
Claro Advisors
Massachusetts
$362K +$1.81K +43 +0.6%
EWA
367
EP Wealth Advisors
California
$362K +$314K +7,462 New
ACM
368
Alta Capital Management
Utah
$361K -$12.1K -288 -4%
AWM
369
AE Wealth Management
Kansas
$360K +$39.7K +943 +15%
NSAM
370
North Star Asset Management
Wisconsin
$357K -$56.9K -1,350 -15%
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$356K +$26.9K +639 +10%
PFPT
372
Pinnacle Financial Partners (Tennessee)
Tennessee
$355K -$119K -2,835 -28%
SWM
373
Shakespeare Wealth Management
Wisconsin
$350K
BWM
374
BerganKDV Wealth Management
Minnesota
$350K +$84 +2 +0%
KWM
375
Kingsview Wealth Management
Oregon
$346K -$13.8K -327 -4%

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.