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Yum China
YUMC

Overview Fund Activity

706 hedge funds and large institutions have $18.1B invested in Yum China in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 204 increasing their positions, 216 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
14.28%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
85
Increased
204
Reduced
216
Closed
73
Calls
$137M
Puts
$207M
Net Calls
-$70.1M
Net Calls Change
+$9.09M

Top Buyers

1
BlackRock
BlackRock
New York
+$130M
2
JCM
Junto Capital Management
New York
+$90.3M
3
Norges Bank
Norges Bank
Norway
+$88.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$85.3M
5
UBS AM
UBS AM
Illinois
+$73.6M

Top Sellers

1
BPIH
Broad Peak Investment Holdings
Singapore
-$78.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$40.7M
4
JAM
Jupiter Asset Management
United Kingdom
-$33.5M
5
DCM
Driehaus Capital Management
Illinois
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
376
Avantax Advisory Services
Texas
$425K +$142K +2,696 +50%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$421K +$28.4K +536 +7%
AIA
378
Avalon Investment & Advisory
Texas
$419K -$14.8M -279,399 -97%
TWA
379
TCI Wealth Advisors
Arizona
$419K – – –
JIC
380
Johnson Investment Counsel
Ohio
$418K -$19.2K -362 -4%
RMDI
381
R.M. Davis Inc
Maine
$410K +$43.9K +828 +12%
AIM
382
Aigen Investment Management
New York
$407K +$407K +7,691 New
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$403K – – –
EWM
384
Evercore Wealth Management
New York
$403K +$1.01K +19 +0.3%
JWCA
385
J.W. Cole Advisors
Florida
$402K +$402K +7,596 New
JWBC
386
J.W. Burns & Co
New York
$401K -$24.4K -460 -6%
BHBT
387
Burke & Herbert Bank & Trust
Virginia
$401K +$14K +265 +4%
WT
388
Washington Trust
Rhode Island
$396K +$136K +2,560 +52%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$395K +$3.18K +60 +0.8%
CAL
390
Capital Analysts LLC
Pennsylvania
$392K +$376K +7,096 +2,334%
MC
391
Moors & Cabot
Massachusetts
$391K -$72.4K -1,367 -16%
AP
392
Advisor Partners
California
$387K -$9.91K -187 -2%
MHC
393
Meyer Handelman Company
New York
$384K – – –
BWM
394
BerganKDV Wealth Management
Minnesota
$382K – – –
BFO
395
Biltmore Family Office
North Carolina
$381K – – –
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$379K +$379K +7,164 New
SWM
397
Shakespeare Wealth Management
Wisconsin
$378K – – –
PAS
398
Partnervest Advisory Services
California
$376K – – –
GC
399
Guggenheim Capital
Illinois
$376K +$126K +2,376 +50%
KFP
400
KMG Fiduciary Partners
Ohio
$373K – – –
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16
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