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Yum China
YUMC

Overview Fund Activity

624 hedge funds and large institutions have $9.03B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-46
Holders Change %
-6.87%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
59
Increased
191
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

1
PCM
Primavera Capital Management
Cayman Islands
+$371M
2
Dodge & Cox
Dodge & Cox
California
+$122M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$78.6M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$49.4M
5
MIP
Mondrian Investment Partners
United Kingdom
+$48M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$102M
2
Invesco
Invesco
Georgia
-$100M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$70.3M
4
Bank of America
Bank of America
North Carolina
-$60.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
351
Yousif Capital Management
Michigan
$230K – – –
TSS
352
Two Sigma Securities
New York
$229K +$229K +7,419 New
SWM
353
Shakespeare Wealth Management
Wisconsin
$228K – – –
PI
354
PFG Investments
New York
$226K +$154 +5 +0.1%
TA
355
Tectonic Advisors
Texas
$226K +$37K +1,201 +20%
ICP
356
Interchange Capital Partners
Pennsylvania
$225K +$225K +7,291 New
CI
357
Cigna Investments
Connecticut
$224K -$25.7K -834 -10%
MA
358
Montag & Associates
Georgia
$223K – – –
OAM
359
Oppenheimer Asset Management
New York
$221K +$1.57K +51 +0.7%
PFS
360
Prospera Financial Services
Texas
$220K +$12.7K +410 +6%
TW
361
TritonPoint Wealth
Maryland
$220K -$52.4K -1,700 -19%
MHC
362
Meyer Handelman Company
New York
$218K -$62K -2,010 -22%
NYLIM
363
New York Life Investment Management
New York
$216K -$2.78K -90 -1%
IWM
364
IHT Wealth Management
Illinois
$215K -$11.4K -370 -5%
BFO
365
Boston Family Office
Massachusetts
$214K -$554 -18 -0.3%
BFO
366
Biltmore Family Office
North Carolina
$213K – – –
NP
367
Nilsine Partners
Colorado
$210K – – –
FSC
368
Full Sail Capital
Oklahoma
$208K – – –
FMWA
369
Forvis Mazars Wealth Advisors
Missouri
$205K -$15.4K -500 -7%
WT
370
Whittier Trust
California
$204K -$2.07K -67 -1%
FT
371
Fiduciary Trust
Massachusetts
$203K – – –
VF
372
Virtu Financial
New York
$203K +$203K +6,588 New
CSI
373
Cross Staff Investments
New York
$202K – – –
AP
374
Appleton Partners
Massachusetts
$201K – – –
IGAM
375
iA Global Asset Management
Quebec, Canada
$199K -$10.8K -351 -5%
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15
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