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Yum China
YUMC

Overview Fund Activity

674 hedge funds and large institutions have $12.7B invested in Yum China in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 185 increasing their positions, 204 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+50
Holders Change %
+8.01%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
125
Increased
185
Reduced
204
Closed
70
Calls
$246M
Puts
$133M
Net Calls
+$113M
Net Calls Change
+$120M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
2
WIM
Waverton Investment Management
United Kingdom
+$147M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$135M
4
Principal Financial Group
Principal Financial Group
Iowa
+$118M
5
KI
Keystone Investors
Singapore
+$99.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$421M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$190M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$148M
4
EARNEST Partners
EARNEST Partners
Georgia
-$101M
5
Fidelity International
Fidelity International
Bermuda
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
351
Callan Capital
California
$369K +$369K +8,204 New
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$365K -$83.6K -1,858 -19%
WJWM
353
Williams Jones Wealth Management
New York
$362K -$31.9K -709 -8%
PAM
354
Panagora Asset Management
Massachusetts
$360K – – –
MNBTD
355
Moody National Bank Trust Division
Texas
$360K – – –
WCM
356
Winthrop Capital Management
Indiana
$357K – – –
SRC
357
Shufro Rose & Co
New York
$354K – – –
EIM
358
Ervin Investment Management
Washington
$353K -$23.6K -525 -6%
GC
359
Guggenheim Capital
Illinois
$352K +$225 +5 +0.1%
New York State Common Retirement Fund
360
New York State Common Retirement Fund
New York
$351K -$1.85M -41,163 -84%
CW
361
CreativeOne Wealth
Kansas
$348K +$348K +7,733 New
PWM
362
Perigon Wealth Management
California
$348K +$348K +7,733 New
CI
363
Cigna Investments
Connecticut
$346K +$19.3K +428 +6%
YCM
364
Yousif Capital Management
Michigan
$336K – – –
PI
365
PFG Investments
New York
$334K +$3.47K +77 +1%
CA
366
Claro Advisors
Massachusetts
$331K +$331K +7,348 New
AFG
367
Atomi Financial Group
New York
$329K +$329K +7,317 New
SWM
368
Shakespeare Wealth Management
Wisconsin
$327K -$5.72K -127 -2%
SOW
369
State of Wyoming
Wyoming
$324K +$225K +4,988 +225%
OAM
370
Oppenheimer Asset Management
New York
$321K -$2.75K -61 -0.8%
FT
371
Fiduciary Trust
Massachusetts
$319K +$22.5K +500 +8%
ACM
372
Alta Capital Management
Utah
$318K +$318K +7,053 New
MA
373
Montag & Associates
Georgia
$315K -$10.8K -240 -3%
EFS
374
Essex Financial Services
Connecticut
$315K -$61.5K -1,411 -16%
PFS
375
Prospera Financial Services
Texas
$314K -$6.72K -149 -2%
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