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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
CSI
376
Cross Staff Investments
New York
$310K
AP
377
Appleton Partners
Massachusetts
$307K +$311K +6,483 New
TFP
378
Tilia Fiduciary Partners
North Carolina
$305K -$249K -5,186 -43%
TF
379
TIAA FSB
Florida
$305K -$14K -291 -4%
EI
380
Ellevest Inc
New York
$303K -$23.7K -493 -7%
CAM
381
Cypress Asset Management
Texas
$298K -$4.8K -100 -2%
DAS
382
Dynamic Advisor Solutions
Arizona
$292K +$6.34K +132 +2%
MIP
383
Marietta Investment Partners
Wisconsin
$289K
TSW
384
Thompson Siegel & Walmsley
Virginia
$288K
PFA
385
Pathway Financial Advisors
Vermont
$284K
BFS
386
Bradley Foster & Sargent
Connecticut
$281K
JHCP
387
Jackson Hole Capital Partners
Oklahoma
$281K
AIG
388
American International Group
New York
$281K +$19.2K +400 +7%
MC
389
Moors & Cabot
Massachusetts
$281K +$21.1K +439 +8%
FSC
390
Full Sail Capital
Oklahoma
$280K -$380K -7,910 -57%
CCG
391
Cloverfields Capital Group
Minnesota
$280K +$9.46K +197 +3%
CBA
392
Coastal Bridge Advisors
Connecticut
$279K -$2.11K -44 -0.7%
AAM
393
AR Asset Management
California
$277K
BFO
394
Boston Family Office
Massachusetts
$276K -$23.2K -484 -8%
CWS
395
Confluence Wealth Services
Pennsylvania
$273K -$16.3K -339 -6%
Dodge & Cox
396
Dodge & Cox
California
$272K -$368K -7,655 -57%
OC
397
Oppenheimer & Co
New York
$272K -$10K -209 -4%
CA
398
Cetera Advisors
Colorado
$271K +$816 +17 +0.3%
KeyBank National Association
399
KeyBank National Association
Ohio
$270K -$37.7K -785 -12%
CIA
400
Capital Investment Advisors
Georgia
$269K +$5.86K +122 +2%

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.