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Yum China
YUMC

Overview Fund Activity

674 hedge funds and large institutions have $12.7B invested in Yum China in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 185 increasing their positions, 204 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+50
Holders Change %
+8.01%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
125
Increased
185
Reduced
204
Closed
70
Calls
$246M
Puts
$133M
Net Calls
+$113M
Net Calls Change
+$120M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
2
WIM
Waverton Investment Management
United Kingdom
+$147M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$135M
4
Principal Financial Group
Principal Financial Group
Iowa
+$118M
5
KI
Keystone Investors
Singapore
+$99.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$421M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$190M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$148M
4
EARNEST Partners
EARNEST Partners
Georgia
-$101M
5
Fidelity International
Fidelity International
Bermuda
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
376
Two Sigma Securities
New York
$314K -$19.8K -439 -6%
SWP
377
Stratos Wealth Partners
Ohio
$314K +$314K +6,975 New
BFO
378
Biltmore Family Office
North Carolina
$310K – – –
FMWA
379
Forvis Mazars Wealth Advisors
Missouri
$305K +$4.86K +108 +2%
Daiwa Securities Group
380
Daiwa Securities Group
Japan
$304K +$67.6K +1,500 +29%
IGAM
381
iA Global Asset Management
Quebec, Canada
$298K +$7.7K +171 +3%
AF
382
Allworth Financial
California
$297K +$9.27K +206 +3%
CG
383
Caprock Group
Idaho
$297K +$297K +6,588 New
OC
384
Oppenheimer & Co
New York
$296K +$296K +6,584 New
CSI
385
Cross Staff Investments
New York
$295K – – –
NP
386
Nilsine Partners
Colorado
$294K -$12.1K -269 -4%
TIAA Trust, National Association
387
TIAA Trust, National Association
North Carolina
$294K +$294K +6,522 New
BONST
388
Bank of Nova Scotia Trust
Ontario, Canada
$286K +$286K +6,345 New
UH
389
Unigestion Holding
Switzerland
$284K -$2.7M -59,947 -90%
NA
390
NewEdge Advisors
Louisiana
$283K +$189K +4,188 +199%
AP
391
Appleton Partners
Massachusetts
$283K -$10.2K -226 -3%
FSC
392
Full Sail Capital
Oklahoma
$282K -$22.5K -500 -7%
CIA
393
Capital Investment Advisors
Georgia
$281K +$281K +6,246 New
CC
394
Chicago Capital
Illinois
$280K +$280K +6,211 New
KFSC
395
Keystone Financial Services (Colorado)
Colorado
$279K +$279K +6,193 New
EAM
396
Everstar Asset Management
North Carolina
$274K +$274K +6,096 New
EDRIA
397
Edmonds Duncan Registered Investment Advisors
Kansas
$273K +$273K +6,055 New
LSA
398
L & S Advisors
California
$270K +$270K +6,000 New
PFA
399
Pathway Financial Advisors
Vermont
$270K +$270K +6,000 New
CWS
400
Confluence Wealth Services
Pennsylvania
$268K +$268K +5,947 New
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