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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
401
Triangle Securities Wealth Management
North Carolina
$308K -$2.89K -80 -1%
PCM
402
Parsons Capital Management
Rhode Island
$303K +$277K +7,686 New
SCM
403
Sterling Capital Management
North Carolina
$300K -$51.4K -1,424 -16%
SCM
404
Stellar Capital Management
Arizona
$300K
FMWA
405
Forvis Mazars Wealth Advisors
Missouri
$298K +$1.08K +30 +0.4%
WB
406
WesBanco Bank
West Virginia
$295K -$17.6K -487 -6%
IB
407
Intrust Bank
Kansas
$292K
BWM
408
BerganKDV Wealth Management
Minnesota
$287K +$262K +7,267 New
BHBT
409
Burke & Herbert Bank & Trust
Virginia
$287K +$263K +7,277 New
MHC
410
Meyer Handelman Company
New York
$286K +$262K +7,250 New
FTC
411
Farmers Trust Company
Ohio
$285K -$29.5K -817 -10%
LW
412
Linscomb Wealth
Texas
$283K +$259K +7,180 New
Baird Financial Group
413
Baird Financial Group
Wisconsin
$281K -$1.63M -45,157 -86%
AAM
414
AR Asset Management
California
$278K +$254K +7,040 New
Chevy Chase Trust
415
Chevy Chase Trust
Maryland
$277K -$39.7K -1,100 -14%
MLIC
416
Mandatum Life Insurance Company
Finland
$276K -$238K -6,606 -49%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$273K -$2.49K -69 -1%
EFS
418
Essex Financial Services
Connecticut
$272K +$249K +6,909 New
CAN
419
Cetera Advisor Networks
California
$271K +$249K +6,898 New
BAC
420
Boys Arnold & Co
North Carolina
$270K +$247K +6,854 New
AP
421
Advisor Partners
California
$269K +$246K +6,811 New
KA
422
Kovack Advisors
Florida
$269K +$247K +6,831 New
MIFH
423
Migdal Insurance & Financial Holdings
Israel
$268K
Dimensional Fund Advisors
424
Dimensional Fund Advisors
Texas
$267K +$244K +6,772 New
RWA
425
RGT Wealth Advisors
Texas
$260K +$238K +6,589 New

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.