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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$144M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$174M
2
Invesco
Invesco
Georgia
-$119M
3
Dodge & Cox
Dodge & Cox
California
-$105M
4
GAM
GuardCap Asset Management
United Kingdom
-$77.1M
5
MIP
Mondrian Investment Partners
United Kingdom
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
351
Y-Intercept (HK)
Hong Kong
$434K +$434K +9,020 New
CAM
352
Cresset Asset Management
Illinois
$429K -$332K -6,891 -44%
NCM
353
New Capital Management
Texas
$426K – – –
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$420K -$91.5K -1,900 -18%
SYBT
355
Stock Yards Bank & Trust
Kentucky
$416K -$162K -3,369 -28%
MFIM
356
Mesirow Financial Investment Management
Illinois
$413K -$646K -13,405 -61%
CC
357
Callan Capital
California
$411K +$15.9K +331 +4%
IIM
358
INTECH Investment Management
Florida
$408K -$13.7K -284 -3%
COCM
359
Charter Oak Capital Management
New Hampshire
$399K +$434 +9 +0.1%
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$396K -$24.1K -501 -6%
SWP
361
Significant Wealth Partners
Illinois
$395K +$395K +8,202 New
TA
362
Tectonic Advisors
Texas
$393K -$11.1K -230 -3%
MWM
363
Maridea Wealth Management
New York
$392K +$392K +8,146 New
WJWM
364
Williams Jones Wealth Management
New York
$387K – – –
MNBTD
365
Moody National Bank Trust Division
Texas
$385K – – –
PI
366
PFG Investments
New York
$384K +$26.8K +557 +8%
CW
367
CreativeOne Wealth
Kansas
$380K +$7.9K +164 +2%
WCM
368
Winthrop Capital Management
Indiana
$380K – – –
LIP
369
Liontrust Investment Partners
United Kingdom
$378K +$106K +2,200 +39%
EIM
370
Ervin Investment Management
Washington
$378K – – –
MCM
371
Mill Capital Management
North Carolina
$373K -$135K -2,802 -27%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$370K -$30.7K -637 -8%
AF
373
Allworth Financial
California
$368K +$72.2K +1,609 +24%
FNBTCON
374
First National Bank & Trust Co of Newtown
Pennsylvania
$368K -$35.6K -740 -9%
BTI
375
Blue Trust Inc
Georgia
$364K +$207K +4,306 +133%
13 14
15
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