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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
351
AGF Management
Ontario, Canada
$366K +$147K +3,468 +67%
EIM
352
Ervin Investment Management
Washington
$360K -$4.24K -100 -1%
COCM
353
Charter Oak Capital Management
New Hampshire
$351K – – –
PAS
354
Park Avenue Securities
New York
$347K -$3.14K -74 -0.9%
CI
355
Cigna Investments
Connecticut
$344K -$12.6K -297 -4%
PAM
356
Panagora Asset Management
Massachusetts
$343K -$143K -3,368 -29%
MNBTD
357
Moody National Bank Trust Division
Texas
$339K – – –
WCM
358
Winthrop Capital Management
Indiana
$336K +$336K +7,926 New
VFA
359
Valeo Financial Advisors
Indiana
$335K -$90.5K -2,134 -21%
XT
360
XTX Topco
Cayman Islands
$334K -$167K -3,928 -33%
GIS
361
Grayhawk Investment Strategies
Alberta, Canada
$331K +$331K +7,810 New
CWM
362
Congress Wealth Management
Massachusetts
$328K -$708K -16,688 -68%
LIP
363
Liontrust Investment Partners
United Kingdom
$327K -$18K -423 -5%
PWM
364
Perigon Wealth Management
California
$325K +$3.52K +83 +1%
CTC
365
Central Trust Company
Missouri
$319K -$2.76K -65 -0.9%
YCM
366
Yousif Capital Management
Michigan
$316K – – –
SWM
367
Shakespeare Wealth Management
Wisconsin
$314K – – –
SPIA
368
Steward Partners Investment Advisory
New York
$312K +$2.33K +55 +0.8%
MA
369
Montag & Associates
Georgia
$310K -$1.23K -29 -0.4%
FA
370
FDx Advisors
Illinois
$306K +$57.8K +1,361 +23%
WAG
371
Wiser Advisor Group
Arizona
$306K +$306K +7,210 New
FMWA
372
Forvis Mazars Wealth Advisors
Missouri
$304K +$21.2K +500 +8%
RGI
373
River Global Investors
United Kingdom
$303K -$4.88K -115 -2%
NYLIM
374
New York Life Investment Management
New York
$302K +$33.9K +800 +13%
KFP
375
KMG Fiduciary Partners
Ohio
$298K – – –
13 14
15
16 17