Yum China
YUMC
640 hedge funds and large institutions have $12.3B invested in Yum China in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 223 reducing their positions, and 75 closing their positions.
0.91% more ownership
Funds ownership: 81.92% → 82.83% (+0.91%)
3% less funds holding
Funds holding: 658 → 640 (-18)
6% less capital invested
Capital invested by funds: $13.1B → $12.3B (-$799M)
17% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 223
21% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 75
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
54% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$233M |
| 2 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
+$207M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$177M |
| 4 |
O
OppenheimerFunds
New York
|
+$149M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$111M |
| 2 |
Morgan Stanley
New York
|
-$91.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$73.8M |
| 4 |
Renaissance Technologies
New York
|
-$69.4M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$60.1M |
YUMC Hedge Fund Activity: Q2 2018 in Review
640 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2018, worth a combined $12.3B — down 6.1% from $13.1B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of YUMC and 59 opened new positions — a net loss of 16 holders — while 223 trimmed existing stakes and 184 added.
The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $233M. The largest seller was UBS AM, cutting an estimated $111M.
- 640 institutional investors held Yum China (YUMC) as of Q2 2018, down from 658 in Q1 2018.
- Funds reported $12.3B of Yum China stock for Q2 2018, down 6.1% quarter-over-quarter.
- 59 funds opened new Yum China positions in Q2 2018 and 75 closed out, a net change of -16 holders.
- The largest Yum China buyer in Q2 2018 was Vontobel Asset Management, an estimated $233M added.
- The largest Yum China seller in Q2 2018 was UBS AM, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2018.