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Yum China
YUMC

Overview Fund Activity

740 hedge funds and large institutions have $20.4B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+10
Holders Change %
+1.37%
% of All Funds
11.84%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
89
Increased
218
Reduced
219
Closed
66
Calls
$83.7M
Puts
$57.9M
Net Calls
+$25.7M
Net Calls Change
-$6.06M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
4
VAM
Veritas Asset Management
United Kingdom
+$78.6M
5
Bank of America
Bank of America
North Carolina
+$64M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$66.3M
5
Millennium Management
Millennium Management
New York
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
401
Full Sail Capital
Oklahoma
$440K +$254 +4 +0.1%
BFO
402
Biltmore Family Office
North Carolina
$437K +$127K +2,000 +41%
WT
403
Whittier Trust
California
$437K – – –
OAM
404
Oppenheimer Asset Management
New York
$433K +$125K +1,977 +41%
WSCM
405
Wellington Shields Capital Management
New York
$431K -$76.1K -1,200 -15%
RMDI
406
R.M. Davis Inc
Maine
$424K – – –
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$423K – – –
FA
408
FDx Advisors
Illinois
$421K – – –
CSI
409
Cross Staff Investments
New York
$416K – – –
BFG
410
Bleakley Financial Group
New Jersey
$412K +$3.55K +56 +0.9%
SS
411
Simplicity Solutions
Minnesota
$412K +$412K +6,498 New
AP
412
Appleton Partners
Massachusetts
$411K -$190 -3 -0%
BFS
413
Bradley Foster & Sargent
Connecticut
$403K – – –
BAM
414
Burgundy Asset Management
Ontario, Canada
$389K -$68.7K -1,083 -15%
Cetera Investment Advisers
415
Cetera Investment Advisers
Illinois
$385K -$888 -14 -0.2%
PFA
416
Pathway Financial Advisors
Vermont
$380K – – –
ACM
417
Alta Capital Management
Utah
$379K +$317 +5 +0.1%
AIG
418
American International Group
New York
$376K – – –
CBA
419
Coastal Bridge Advisors
Connecticut
$374K +$254 +4 +0.1%
HF
420
HRT Financial
New York
$373K -$8.1M -128,008 -96%
AAM
421
AR Asset Management
California
$371K – – –
SOW
422
State of Wyoming
Wyoming
$371K +$119K +1,881 +47%
MC
423
Moors & Cabot
Massachusetts
$368K +$17.6K +277 +5%
CWS
424
Confluence Wealth Services
Pennsylvania
$367K +$254 +4 +0.1%
AAS
425
Avantax Advisory Services
Texas
$366K +$11.3K +178 +3%
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17
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