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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
426
Brown Advisory Securities
Maryland
$259K +$237K +6,561 New
WIC
427
Woodmont Investment Counsel
Tennessee
$258K +$236K +6,535 New
PL
428
Plancorp LLC
Missouri
$252K +$230K +6,380 New
CS
429
Comerica Securities
Michigan
$251K +$230K +6,376 New
PTC
430
Private Trust Company
Ohio
$251K +$230K +6,386 New
BTIS
431
BB&T Investment Services
North Carolina
$250K +$87.5K +2,424 +61%
PP
432
Paloma Partners
Connecticut
$249K +$228K +6,324 New
SWP
433
Stratos Wealth Partners
Ohio
$248K +$227K +6,281 New
CA
434
Clearstead Advisors
Ohio
$246K +$225K +6,233 New
DRD
435
Dennis R. Delaney
$242K +$222K +6,140 New
GP
436
Girard Partners
Pennsylvania
$238K +$218K +6,045 New
NCM
437
New Capital Management
Texas
$236K
PHAM
438
Palisades Hudson Asset Management
Florida
$234K +$214K +5,935 New
MAM
439
Meeder Asset Management
Ohio
$233K -$330K -9,154 -61%
BFA
440
Bragg Financial Advisors
North Carolina
$232K +$212K +5,882 New
HAG
441
HighPoint Advisor Group
Illinois
$231K
MLL
442
Moody Lynn & Lieberson
Massachusetts
$230K +$211K +5,840 New
WS
443
Wedbush Securities
California
$229K +$209K +5,799 New
BFC
444
Blue Fin Capital
Rhode Island
$229K +$210K +5,822 New
CG
445
Caprock Group
Idaho
$228K +$208K +5,776 New
WSFS
446
Wilmington Savings Fund Society
Delaware
$228K +$208K +5,777 New
PGFC
447
Peapack-Gladstone Financial Corp
New Jersey
$228K +$209K +5,779 New
WG
448
Welch Group
Alabama
$224K
SO
449
STRS Ohio
Ohio
$220K -$7.01M -194,291 -97%
Fayez Sarofim & Co
450
Fayez Sarofim & Co
Texas
$218K +$200K +5,540 New

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.