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Yum China
YUMC

Overview Fund Activity

772 hedge funds and large institutions have $21.1B invested in Yum China in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 263 increasing their positions, 225 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-9
Holders Change %
-1.15%
% of All Funds
13.59%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.28%
New
73
Increased
263
Reduced
225
Closed
72
Calls
$63.2M
Puts
$134M
Net Calls
-$70.5M
Net Calls Change
+$52.7M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$716M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$176M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$136M
5
GQG Partners
GQG Partners
Florida
+$91.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$240M
2
JCM
Junto Capital Management
New York
-$154M
3
MIP
Mondrian Investment Partners
United Kingdom
-$108M
4
Capital International Investors
Capital International Investors
California
-$78.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
McKinley Capital Management
Alaska
$460K – – –
EWM
402
Evercore Wealth Management
New York
$457K +$3.37K +57 +0.7%
FG
403
Formula Growth
Quebec, Canada
$454K +$454K +7,675 New
OAM
404
Oppenheimer Asset Management
New York
$451K +$42K +709 +10%
MC
405
Moors & Cabot
Massachusetts
$448K +$8.93K +150 +2%
BHBT
406
Burke & Herbert Bank & Trust
Virginia
$446K -$1.77K -30 -0.4%
JWBC
407
J.W. Burns & Co
New York
$442K -$5.92K -100 -1%
SLI
408
Sumitomo Life Insurance
Japan
$438K +$65.1K +1,100 +17%
GT
409
Glenview Trust
Kentucky
$429K +$11.5K +195 +3%
BWM
410
BerganKDV Wealth Management
Minnesota
$427K +$296 +5 +0.1%
CWM
411
Circle Wealth Management
New Jersey
$424K +$92.7K +1,564 +28%
WJWM
412
Williams Jones Wealth Management
New York
$422K -$17.8K -300 -4%
SWM
413
Shakespeare Wealth Management
Wisconsin
$422K – – –
GCP
414
GSA Capital Partners
United Kingdom
$421K +$421K +7,113 New
KFP
415
KMG Fiduciary Partners
Ohio
$418K – – –
RMDI
416
R.M. Davis Inc
Maine
$409K – – –
XT
417
XTX Topco
Cayman Islands
$406K +$406K +6,851 New
SPIA
418
Steward Partners Investment Advisory
New York
$406K +$183K +3,093 +82%
RC
419
RegentAtlantic Capital
New Jersey
$402K -$84K -1,417 -17%
AWM
420
AE Wealth Management
Kansas
$401K -$209K -3,526 -34%
CA
421
Claro Advisors
Massachusetts
$401K +$1.36K +23 +0.3%
BFO
422
Boston Family Office
Massachusetts
$398K +$14.2K +240 +4%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$391K -$53K -895 -12%
PFA
424
Pathway Financial Advisors
Vermont
$391K – – –
CCP
425
Corient Capital Partners
California
$390K +$19.8K +334 +5%
15 16
17
18 19