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Yum China
YUMC

Overview Fund Activity

730 hedge funds and large institutions have $17.6B invested in Yum China in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 173 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+69
Holders Change %
+10.44%
% of All Funds
11.78%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
134
Increased
173
Reduced
247
Closed
50
Calls
$167M
Puts
$135M
Net Calls
+$31.8M
Net Calls Change
-$37.5M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$182M
2
Wolverine Trading
Wolverine Trading
Illinois
+$66.3M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$57.1M
4
Fidelity International
Fidelity International
Bermuda
+$53.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$44.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$178M
2
PCM
Primavera Capital Management
Cayman Islands
-$175M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$173M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$159M
5
MIP
Mondrian Investment Partners
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
351
Baader Bank Aktiengesellschaft
Germany
$530K – – –
MJRIC
352
Mogy Joel R Investment Counsel
California
$529K – – –
V
353
Veritable
Delaware
$511K -$20.5K -376 -4%
TC
354
TownSquare Capital
Utah
$510K +$510K +9,337 New
AM
355
AGF Management
Ontario, Canada
$509K +$509K +9,319 New
GC
356
Guggenheim Capital
Illinois
$509K -$149K -2,724 -23%
SPIA
357
Steward Partners Investment Advisory
New York
$494K -$36.8K -674 -7%
Comerica Bank
358
Comerica Bank
Texas
$491K +$29.7K +521 +6%
KFA
359
Krane Funds Advisors
New York
$489K -$52.5K -960 -10%
NA
360
NewEdge Advisors
Louisiana
$489K +$489K +9,749 New
SIM
361
Studio Investment Management
Illinois
$486K +$16.1K +295 +3%
NCM
362
New Capital Management
Texas
$484K – – –
WJWM
363
Williams Jones Wealth Management
New York
$479K -$55 -1 -0%
BFM
364
Boothbay Fund Management
New York
$479K -$1.54M -28,154 -76%
EWM
365
Evermay Wealth Management
Virginia
$476K -$3.83K -70 -0.8%
EIM
366
Ervin Investment Management
Washington
$473K – – –
SFFS
367
Stonehage Fleming Financial Services
Jersey
$469K – – –
NW
368
NewEdge Wealth
Pennsylvania
$466K +$466K +8,521 New
EDRIA
369
Edmonds Duncan Registered Investment Advisors
Kansas
$465K -$102K -1,860 -18%
COCM
370
Charter Oak Capital Management
New Hampshire
$452K – – –
VFA
371
Valeo Financial Advisors
Indiana
$450K -$958K -17,522 -68%
BIM
372
Baldwin Investment Management
Pennsylvania
$450K – – –
CI
373
Cigna Investments
Connecticut
$447K -$16.5K -303 -4%
SBH
374
Segall Bryant & Hamill
Illinois
$439K – – –
WSCM
375
Wellington Shields Capital Management
New York
$437K – – –
13 14
15
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