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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
401
Quadrature Capital
United Kingdom
$268K +$272K +5,669 New
LP
402
Lloyd Park
Illinois
$266K
WTC
403
WhitTier Trust Company
Nevada
$264K
NWM
404
Northcape Wealth Management
New York
$263K +$3.84K +80 +1%
GCA
405
Gradient Capital Advisors
California
$261K +$265K +5,525 New
AF
406
Allworth Financial
California
$256K -$4.9K -102 -2%
PL
407
Parthenon LLC
Kentucky
$256K
AAS
408
Avantax Advisory Services
Texas
$256K +$18.4K +383 +8%
CCA
409
Checchi Capital Advisers
California
$255K +$6.96K +145 +3%
API
410
Advisor Partners II
California
$254K +$258K +5,371 New
JC
411
Jacobs & Co
California
$244K -$50.5K -1,051 -17%
EWM
412
Evercore Wealth Management
New York
$242K
RIM
413
Regent Investment Management
Kentucky
$241K
CA
414
Clearstead Advisors
Ohio
$240K
GG
415
Gofen & Glossberg
Illinois
$240K
BFA
416
Bragg Financial Advisors
North Carolina
$238K
O
417
Ossiam
France
$238K +$242K +5,035 New
Public Employees Retirement Association of Colorado
418
Public Employees Retirement Association of Colorado
Colorado
$237K +$240K +5,000 New
Fayez Sarofim & Co
419
Fayez Sarofim & Co
Texas
$236K -$14.4K -300 -6%
RZH
420
Relyea Zuckerberg Hanson
Connecticut
$235K -$17.9K -372 -7%
PWPS
421
Pinnacle Wealth Planning Services
Ohio
$235K -$6.24K -130 -3%
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$235K +$239K +4,968 New
KLI
423
Kelman-Lazarov Inc
Tennessee
$233K
CSA
424
Cottage Street Advisors
Massachusetts
$232K -$951K -19,800 -80%
BHBT
425
Burke & Herbert Bank & Trust
Virginia
$232K

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.