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Yum China
YUMC

Overview Fund Activity

751 hedge funds and large institutions have $21.6B invested in Yum China in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 220 increasing their positions, 272 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-49
Holders Change %
-6.13%
% of All Funds
13.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
49
Increased
220
Reduced
272
Closed
84
Calls
$89.9M
Puts
$171M
Net Calls
-$81.3M
Net Calls Change
-$57.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$231M
3
Invesco
Invesco
Georgia
+$94.1M
4
GAM
GuardCap Asset Management
United Kingdom
+$93.9M
5
N
Natixis
France
+$71.7M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$784M
2
Goldman Sachs
Goldman Sachs
New York
-$236M
3
VAM
Vontobel Asset Management
New York
-$175M
4
Northern Trust
Northern Trust
Illinois
-$101M
5
AIM
Alphinity Investment Management
Australia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICP
401
Interchange Capital Partners
Pennsylvania
$418K – – –
SWM
402
Shakespeare Wealth Management
Wisconsin
$417K – – –
CWM
403
Circle Wealth Management
New Jersey
$416K +$174 +3 +0%
SWM
404
Spire Wealth Management
Virginia
$416K +$2.32K +40 +0.6%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$415K +$28.9K +498 +7%
NGA
406
Naples Global Advisors
Florida
$415K +$217K +3,725 +109%
CAM
407
Cresset Asset Management
Illinois
$413K +$48.8K +838 +13%
MAFM
408
Mid Atlantic Financial Management
Pennsylvania
$410K +$9.35K +161 +2%
KFP
409
KMG Fiduciary Partners
Ohio
$408K – – –
IA
410
IndexIQ Advisors
New York
$406K +$18.7K +321 +5%
SNT
411
Security National Trust
West Virginia
$399K – – –
RMDI
412
R.M. Davis Inc
Maine
$397K -$4.07K -70 -1%
PCM
413
Parsons Capital Management
Rhode Island
$392K +$14.2K +244 +4%
RC
414
RegentAtlantic Capital
New Jersey
$391K -$2.44K -42 -0.6%
SCA
415
Snowden Capital Advisors
New York
$389K +$34.9K +600 +10%
FMWA
416
Forvis Mazars Wealth Advisors
Missouri
$377K -$756 -13 -0.2%
CLOS
417
Compagnie Lombard Odier SCmA
Switzerland
$376K -$10.1M -174,421 -96%
KWM
418
Kingsview Wealth Management
Oregon
$376K +$131K +2,248 +53%
JWBC
419
J.W. Burns & Co
New York
$372K -$13.1K -225 -3%
XT
420
XTX Topco
Cayman Islands
$372K +$372K +6,402 New
RGI
421
River Global Investors
United Kingdom
$360K – – –
VPIM
422
Vanguard Personalized Indexing Management
California
$355K -$301K -5,177 -46%
AP
423
Advisor Partners
California
$355K -$7.39K -127 -2%
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$353K -$20.9K -360 -6%
Squarepoint
425
Squarepoint
New York
$351K -$4.27M -73,403 -92%
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17
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