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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$144M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$174M
2
Invesco
Invesco
Georgia
-$119M
3
Dodge & Cox
Dodge & Cox
California
-$105M
4
GAM
GuardCap Asset Management
United Kingdom
-$77.1M
5
MIP
Mondrian Investment Partners
United Kingdom
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
376
Guggenheim Capital
Illinois
$361K -$15.4K -319 -4%
YCM
377
Yousif Capital Management
Michigan
$359K – – –
CA
378
Claro Advisors
Massachusetts
$357K +$2.84K +59 +0.8%
TIAA Trust, National Association
379
TIAA Trust, National Association
North Carolina
$351K +$37.3K +775 +12%
CI
380
Cigna Investments
Connecticut
$351K -$19.3K -401 -5%
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$350K -$41.3K -856 -11%
SWM
382
Shakespeare Wealth Management
Wisconsin
$350K – – –
FT
383
Fiduciary Trust
Massachusetts
$349K +$7.71K +160 +2%
EFS
384
Essex Financial Services
Connecticut
$348K +$819 +17 +0.2%
PWM
385
Perigon Wealth Management
California
$341K +$6.44K +149 +2%
FFP
386
FourThought Financial Partners
Florida
$336K +$336K +6,980 New
BFO
387
Biltmore Family Office
North Carolina
$332K – – –
SWP
388
Sagespring Wealth Partners
Tennessee
$329K +$329K +6,829 New
SWP
389
Stratos Wealth Partners
Ohio
$326K -$9.54K -198 -3%
VT
390
Vise Technologies
New York
$325K +$325K +6,755 New
GIC
391
Generali Investments CEE
Czech Republic
$325K +$325K +6,750 New
FMWA
392
Forvis Mazars Wealth Advisors
Missouri
$322K -$3.57K -74 -1%
MFG
393
Merit Financial Group
Georgia
$322K +$322K +6,676 New
PFS
394
Prospera Financial Services
Texas
$320K -$16.5K -343 -5%
NP
395
Nilsine Partners
Colorado
$320K +$4.62K +96 +1%
KWM
396
Kingsview Wealth Management
Oregon
$319K +$43K +892 +16%
MOS
397
MGO One Seven
Ohio
$319K +$319K +6,615 New
SC
398
Scotia Capital
Ontario, Canada
$317K +$317K +6,585 New
CSI
399
Cross Staff Investments
New York
$316K – – –
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$307K -$17.8K -370 -5%
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16
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