YUMC icon

Yum China
YUMC

Overview Fund Activity

757 hedge funds and large institutions have $18.6B invested in Yum China in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 200 increasing their positions, 256 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+6
Holders Change %
+0.8%
% of All Funds
11.69%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
117
Increased
200
Reduced
256
Closed
100
Calls
$70.1M
Puts
$132M
Net Calls
-$61.9M
Net Calls Change
+$19.4M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$416M
2
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$82.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$45.6M
4
Millennium Management
Millennium Management
New York
+$44.5M
5
Goldman Sachs
Goldman Sachs
New York
+$40.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$289M
2
Wells Fargo
Wells Fargo
California
-$193M
3
VAM
Vontobel Asset Management
New York
-$147M
4
Capital International Investors
Capital International Investors
California
-$63.1M
5
N
Natixis
France
-$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
IndexIQ Advisors
New York
$420K +$72.3K +1,453 +21%
PTC
402
Petrus Trust Company
Texas
$420K +$420K +8,423 New
EWA
403
EP Wealth Advisors
California
$418K +$39.9K +800 +11%
COCM
404
Charter Oak Capital Management
New Hampshire
$412K – – –
WIS
405
Wright Investors Service
Connecticut
$411K -$1.45K -29 -0.4%
CWM
406
Congress Wealth Management
Massachusetts
$411K +$411K +8,241 New
NA
407
NewEdge Advisors
Louisiana
$410K +$410K +8,222 New
WA
408
WBH Advisory
Maryland
$408K -$2.34K -47 -0.6%
JIC
409
Johnson Investment Counsel
Ohio
$407K +$17.4K +350 +4%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$404K -$14.1K -284 -3%
CW
411
CreativeOne Wealth
Kansas
$390K -$3.29K -66 -0.8%
X
412
Xponance
Pennsylvania
$384K +$10.4K +208 +3%
ACM
413
Alta Capital Management
Utah
$381K -$14.6K -293 -4%
TWC
414
TD Waterhouse Canada
Ontario, Canada
$376K +$376K +7,510 New
BHBT
415
Burke & Herbert Bank & Trust
Virginia
$373K -$697 -14 -0.2%
CA
416
Claro Advisors
Massachusetts
$370K +$998 +20 +0.3%
CCP
417
Clough Capital Partners
Massachusetts
$368K – – –
OC
418
Oppenheimer & Co
New York
$367K -$14.1K -284 -4%
MAM
419
Magellan Asset Management
Australia
$367K +$162K +3,246 +79%
SWM
420
Shakespeare Wealth Management
Wisconsin
$366K +$11.1K +222 +3%
National Pension Service
421
National Pension Service
South Korea
$361K +$361K +7,252 New
BWM
422
BerganKDV Wealth Management
Minnesota
$359K -$398 -8 -0.1%
CWM
423
Circle Wealth Management
New Jersey
$357K +$199 +4 +0.1%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$353K -$1.84K -37 -0.5%
Bank of Nova Scotia
425
Bank of Nova Scotia
Ontario, Canada
$351K – – –
15 16
17
18 19