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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
376
Nuveen Fund Advisors
Illinois
$377K -$51.2K -1,418 -13%
SNT
377
Security National Trust
West Virginia
$376K -$8.48K -235 -2%
IG
378
ING Group
Netherlands
$365K
RBC
379
Ronald Blue & Co
Georgia
$364K +$334K +9,246 New
SOADOR
380
State of Alaska Department of Revenue
Alaska
$358K +$328K +9,086 New
BF
381
BOK Financial
Oklahoma
$356K -$413K -11,437 -56%
GT
382
Greenleaf Trust
Michigan
$355K +$325K +9,002 New
GWM
383
Geneos Wealth Management
Colorado
$354K -$14K -389 -4%
WTC
384
WhitTier Trust Company
Nevada
$350K +$30.5K +845 +11%
AIG
385
American International Group
New York
$348K +$318K +8,824 New
AP
386
AHL Partners
United Kingdom
$335K +$307K +8,496 New
CCA
387
Cobblestone Capital Advisors
New York
$333K -$22.7K -630 -7%
WAM
388
World Asset Management
Michigan
$333K +$18.8K +522 +7%
JWBC
389
J.W. Burns & Co
New York
$331K -$10.1K -279 -3%
P
390
Pitcairn
Pennsylvania
$326K -$1.3K -36 -0.4%
MA
391
MUFG Americas
New York
$324K -$63.2K -1,750 -18%
FIB
392
First Interstate Bank
Montana
$324K -$15.2K -421 -5%
ZIM
393
Zacks Investment Management
Illinois
$324K +$296K +8,207 New
TWA
394
TCI Wealth Advisors
Arizona
$323K
GT
395
Glenview Trust
Kentucky
$322K -$148K -4,100 -33%
AIM
396
Aspen Investment Management
Michigan
$320K -$18.9K -525 -6%
MC
397
Moors & Cabot
Massachusetts
$319K +$22.6K +625 +8%
BIM
398
Baldwin Investment Management
Pennsylvania
$315K
PCM
399
Perritt Capital Management
Illinois
$311K -$9.02K -250 -3%
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$311K +$115K +3,200 +68%

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.