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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$376K +$29.8K +620 +8%
CW
352
CreativeOne Wealth
Kansas
$373K +$2.21K +46 +0.6%
CA
353
Claro Advisors
Massachusetts
$362K
WA
354
WBH Advisory
Maryland
$362K +$144 +3 +0%
VFA
355
Virtus Fund Advisers
Connecticut
$361K +$2.67M +55,682 New
FT
356
Fiduciary Trust
Massachusetts
$359K -$192K -4,000 -35%
OAM
357
Oppenheimer Asset Management
New York
$359K -$68.8K -1,433 -16%
WT
358
Whittier Trust
California
$358K +$96.1K +2,000 +36%
FA
359
FDx Advisors
Illinois
$352K -$188K -3,920 -34%
SWM
360
Shakespeare Wealth Management
Wisconsin
$348K
MA
361
Montag & Associates
Georgia
$347K +$219K +4,550 +164%
BTI
362
Blue Trust Inc
Georgia
$343K +$54.8K +1,141 +19%
YCM
363
Yousif Capital Management
Michigan
$339K -$275K -5,717 -44%
KWM
364
Kingsview Wealth Management
Oregon
$338K +$144 +3 +0%
GHA
365
GW Henssler & Associates
Georgia
$333K +$4.23K +88 +1%
KFP
366
KMG Fiduciary Partners
Ohio
$332K -$3.55K -74 -1%
ACM
367
Alta Capital Management
Utah
$324K -$28.2K -588 -8%
GT
368
Glenview Trust
Kentucky
$320K -$68.8K -1,432 -17%
PCM
369
Parsons Capital Management
Rhode Island
$317K -$4.32K -90 -1%
RMDI
370
R.M. Davis Inc
Maine
$317K
FMWA
371
Forvis Mazars Wealth Advisors
Missouri
$316K -$720 -15 -0.2%
CG
372
Cutler Group
California
$315K +$176K +3,665 +122%
Comerica Bank
373
Comerica Bank
Texas
$314K -$73.6K -1,532 -16%
NSAM
374
North Star Asset Management
Wisconsin
$313K -$36K -750 -10%
RIA
375
Realta Investment Advisors
Delaware
$313K +$317K +6,610 New

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.