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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFP
376
FourThought Financial Partners
Florida
$296K – – –
NP
377
Nilsine Partners
Colorado
$296K -$56.6K -1,335 -16%
BFO
378
Biltmore Family Office
North Carolina
$293K – – –
FSC
379
Full Sail Capital
Oklahoma
$290K -$3.99K -94 -1%
WT
380
Whittier Trust
California
$284K -$764 -18 -0.3%
BFO
381
Boston Family Office
Massachusetts
$282K +$29.7K +699 +12%
AF
382
Allworth Financial
California
$281K +$42.3K +997 +18%
FT
383
Fiduciary Trust
Massachusetts
$280K -$10.6K -250 -4%
CSI
384
Cross Staff Investments
New York
$278K – – –
AWM
385
AE Wealth Management
Kansas
$277K -$2.06K -58 -0.7%
WA
386
WBH Advisory
Maryland
$276K -$28.9K -680 -9%
GT
387
Glenview Trust
Kentucky
$276K -$24.8K -584 -8%
IGAM
388
iA Global Asset Management
Quebec, Canada
$276K -$97.6K -2,304 -26%
AP
389
Appleton Partners
Massachusetts
$276K – – –
DT
390
Diversified Trust
Tennessee
$274K +$274K +6,458 New
CA
391
Cetera Advisors
Colorado
$272K -$5.81K -137 -2%
WSCM
392
Wellington Shields Capital Management
New York
$272K – – –
GS
393
GTS Securities
New York
$270K +$270K +6,373 New
CA
394
Claro Advisors
Massachusetts
$269K -$57.8K -1,363 -18%
PFS
395
Prospera Financial Services
Texas
$268K +$48K +1,132 +22%
Acadian Asset Management
396
Acadian Asset Management
Massachusetts
$267K -$4.57M -108,119 -94%
SC
397
Savant Capital
Illinois
$266K +$4.37K +103 +2%
ACM
398
Alta Capital Management
Utah
$263K +$18.3K +431 +7%
CG
399
Caprock Group
Idaho
$262K -$23.7K -558 -8%
CIA
400
Capital Investment Advisors
Georgia
$257K – – –
14 15
16
17 18