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Yum China
YUMC

Overview Fund Activity

669 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-31
Holders Change %
-4.43%
% of All Funds
14.78%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
65
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$98M
4
SCM
Somerset Capital Management
United Kingdom
+$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.3M
2
BlackRock
BlackRock
New York
-$78.8M
3
MICM
Matthews International Capital Management
California
-$67.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$58.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
376
Biltmore Family Office
North Carolina
$311K +$311K +7,300 New
WGA
377
Weather Gauge Advisory
Virginia
$309K -$4.26K -100 -1%
MHC
378
Meyer Handelman Company
New York
$309K – – –
KLI
379
Kelman-Lazarov Inc
Tennessee
$308K -$131K -3,075 -30%
BWM
380
BerganKDV Wealth Management
Minnesota
$307K – – –
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$304K -$161K -3,770 -35%
SWM
382
Shakespeare Wealth Management
Wisconsin
$304K – – –
PAS
383
Partnervest Advisory Services
California
$303K +$811 +19 +0.3%
GT
384
Glenview Trust
Kentucky
$301K -$20.9K -491 -7%
KFP
385
KMG Fiduciary Partners
Ohio
$301K +$1.37K +32 +0.5%
BFO
386
Boston Family Office
Massachusetts
$300K -$41K -961 -12%
ACA
387
Atlas Capital Advisors
Wyoming
$298K -$59K -1,385 -17%
WTC
388
WhitTier Trust Company
Nevada
$295K +$7.47K +175 +3%
RMDI
389
R.M. Davis Inc
Maine
$294K -$10.6K -249 -3%
CA
390
Claro Advisors
Massachusetts
$287K -$5.29K -124 -2%
UB
391
UMB Bank
Missouri
$286K -$5.41K -127 -2%
AL
392
AJO LP
Pennsylvania
$284K -$17.8K -418 -6%
FA
393
FDx Advisors
Illinois
$280K -$512 -12 -0.2%
MAFM
394
Mid Atlantic Financial Management
Pennsylvania
$274K -$52.2K -1,224 -16%
CIM
395
Confluence Investment Management
Missouri
$274K +$274K +6,425 New
CPC
396
Congress Park Capital
New York
$273K – – –
PCM
397
Perritt Capital Management
Illinois
$272K -$46.8K -1,100 -15%
FTIOP
398
Fiduciary Trust International of Pennsylvania
Pennsylvania
$266K -$53.3K -1,250 -17%
MFG
399
Merit Financial Group
Georgia
$266K +$17K +400 +7%
SYBT
400
Stock Yards Bank & Trust
Kentucky
$265K -$49K -1,150 -16%
14 15
16
17 18