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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
401
Edmonds Duncan Registered Investment Advisors
Kansas
$257K -$104K -2,455 -29%
FRM
402
Fox Run Management
Connecticut
$256K -$299K -7,037 -54%
PFA
403
Pathway Financial Advisors
Vermont
$255K – – –
RMDI
404
R.M. Davis Inc
Maine
$252K – – –
JHCP
405
Jackson Hole Capital Partners
Oklahoma
$252K +$252K +5,934 New
CBA
406
Coastal Bridge Advisors
Connecticut
$251K +$255 +6 +0.1%
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$248K +$32.6K +768 +15%
GAM
408
Groupama Asset Management
France
$248K +$248K +5,834 New
CWS
409
Confluence Wealth Services
Pennsylvania
$246K +$212 +5 +0.1%
VA
410
Vident Advisory
Georgia
$245K +$2.97K +70 +1%
OC
411
Oppenheimer & Co
New York
$243K – – –
AAM
412
AR Asset Management
California
$243K – – –
SWM
413
Seed Wealth Management
Illinois
$235K +$61.5K +1,450 +35%
AIG
414
American International Group
New York
$235K – – –
IWC
415
Integrated Wealth Concepts
Massachusetts
$234K +$46.9K +1,105 +25%
PL
416
Parthenon LLC
Kentucky
$229K – – –
WTC
417
WhitTier Trust Company
Nevada
$229K -$3.86K -91 -2%
VF
418
Virtu Financial
New York
$227K +$41.8K +986 +23%
MC
419
Moors & Cabot
Massachusetts
$227K -$8.23K -194 -4%
FTDI
420
First Trust Direct Indexing
Massachusetts
$223K -$198K -4,659 -47%
KWM
421
Kingsview Wealth Management
Oregon
$222K -$114K -2,693 -34%
OIA
422
OneDigital Investment Advisors
Kansas
$217K +$217K +5,111 New
TIAA Trust, National Association
423
TIAA Trust, National Association
North Carolina
$216K -$2.93K -69 -1%
IC
424
IEQ Capital
California
$215K +$15.4K +362 +8%
DCM
425
DGS Capital Management
New Jersey
$215K -$117K -2,766 -35%
15 16
17
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