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Yum China
YUMC

Overview Fund Activity

705 hedge funds and large institutions have $15.4B invested in Yum China in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 250 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+36
Holders Change %
+5.38%
% of All Funds
14.49%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.47%
New
92
Increased
171
Reduced
250
Closed
52
Calls
$104M
Puts
$183M
Net Calls
-$79.2M
Net Calls Change
-$75.6M

Top Buyers

1
Invesco
Invesco
Georgia
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$109M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$100M
4
Capital International Investors
Capital International Investors
California
+$83.3M
5
Franklin Resources
Franklin Resources
California
+$64.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$156M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$101M
3
KCM
Kensico Capital Management
Connecticut
-$72.9M
4
BlackRock
BlackRock
New York
-$72.4M
5
Bank of America
Bank of America
North Carolina
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$427K +$5.95K +120 +1%
NCM
377
New Capital Management
Texas
$426K – – –
MLICM
378
Metropolitan Life Insurance Company (MetLife)
New York
$424K -$643K -13,381 -60%
MC
379
Moors & Cabot
Massachusetts
$421K +$7.7K +160 +2%
SP
380
SWS Partners
Ohio
$421K +$44.4K +866 +12%
WA
381
WBH Advisory
Maryland
$403K -$720 -15 -0.2%
VFA
382
Valeo Financial Advisors
Indiana
$400K -$177K -3,689 -31%
JIC
383
Johnson Investment Counsel
Ohio
$397K -$428K -8,893 -52%
IWP
384
Icon Wealth Partners
Texas
$396K +$396K +8,244 New
Chevy Chase Trust
385
Chevy Chase Trust
Maryland
$388K -$5.57K -116 -1%
JWBC
386
J.W. Burns & Co
New York
$386K – – –
TWA
387
TCI Wealth Advisors
Arizona
$380K -$192 -4 -0.1%
CIBC Asset Management
388
CIBC Asset Management
Ontario, Canada
$365K -$98.5K -2,051 -21%
EWM
389
Evercore Wealth Management
New York
$365K +$76.1K +1,584 +26%
AP
390
Advisor Partners
California
$360K -$5.67K -118 -2%
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$357K +$13.9K +288 +4%
FMWA
392
Forvis Mazars Wealth Advisors
Missouri
$356K +$385 +8 +0.1%
BHBT
393
Burke & Herbert Bank & Trust
Virginia
$351K – – –
MHC
394
Meyer Handelman Company
New York
$349K – – –
BWM
395
BerganKDV Wealth Management
Minnesota
$347K +$577 +12 +0.2%
BFO
396
Biltmore Family Office
North Carolina
$346K -$4.81K -100 -1%
SWM
397
Shakespeare Wealth Management
Wisconsin
$343K – – –
PAS
398
Partnervest Advisory Services
California
$341K – – –
KFP
399
KMG Fiduciary Partners
Ohio
$339K -$48 -1 -0%
GT
400
Glenview Trust
Kentucky
$337K -$2.41K -50 -0.7%
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