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Yum China
YUMC

Overview Fund Activity

640 hedge funds and large institutions have $12.3B invested in Yum China in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 223 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-18
Holders Change %
-2.74%
% of All Funds
14.67%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
59
Increased
184
Reduced
223
Closed
75
Calls
$50.8M
Puts
$110M
Net Calls
-$59.5M
Net Calls Change
-$14.4M

Top Buyers

1
VAM
Vontobel Asset Management
New York
$230M
2
GAM
Genesis Asset Managers
United Kingdom
$201M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$707M
4
O
OppenheimerFunds
New York
$260M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$567M

Top Sellers

1
UBS AM
UBS AM
Illinois
$45.9M
2
Morgan Stanley
Morgan Stanley
New York
$50.3M
3
Deutsche Bank
Deutsche Bank
Germany
$39.7M
4
Renaissance Technologies
Renaissance Technologies
New York
$13.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
Circle Wealth Management
New Jersey
$272K – – –
FIB
402
First Interstate Bank
Montana
$269K +$20K +519 +8%
BAS
403
Brown Advisory Securities
Maryland
$267K +$42.1K +1,100 +19%
IAA
404
Independent Advisor Alliance
North Carolina
$266K +$40.4K +1,064 +18%
MC
405
Moors & Cabot
Massachusetts
$261K -$38.4K -1,000 -13%
PTC
406
Private Trust Company
Ohio
$254K -$4.14K -108 -2%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$252K – – –
DC
408
Davenport & Co
Virginia
$252K -$1.58M -40,958 -86%
AAM
409
AR Asset Management
California
$252K – – –
WS
410
Wedbush Securities
California
$251K +$25.4K +660 +11%
WAM
411
World Asset Management
Michigan
$245K -$97.5K -2,536 -28%
AP
412
Advisor Partners
California
$241K +$19.2K +500 +9%
TRCT
413
Tower Research Capital (TRC)
New York
$240K +$216K +5,632 +895%
RE
414
RBC Europe
United Kingdom
$239K – – –
MHIM
415
MacNealy Hoover Investment Management
Ohio
$238K – – –
EFS
416
Essex Financial Services
Connecticut
$237K – – –
ONB
417
Old National Bancorp
Indiana
$236K -$14.6K -379 -6%
TSWM
418
Triangle Securities Wealth Management
North Carolina
$236K – – –
CAAS
419
Capital Asset Advisory Services
Michigan
$236K +$236K +6,145 New
KA
420
Kovack Advisors
Florida
$234K -$65.4K -1,699 -22%
PFA
421
Pathway Financial Advisors
Vermont
$231K – – –
MCIM
422
Meadow Creek Investment Management
Georgia
$227K -$352K -9,152 -61%
WG
423
Welch Group
Alabama
$224K +$2.85K +74 +1%
ET
424
Equitable Trust
Tennessee
$222K +$222K +5,776 New
MLL
425
Moody Lynn & Lieberson
Massachusetts
$221K – – –
15 16
17
18 19