YUMC icon

Yum China
YUMC

Overview Fund Activity

700 hedge funds and large institutions have $15.1B invested in Yum China in 2019 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 199 increasing their positions, 232 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+17
Holders Change %
+2.49%
% of All Funds
13.82%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
99
Increased
199
Reduced
232
Closed
68
Calls
$92.2M
Puts
$76.8M
Net Calls
+$15.4M
Net Calls Change
+$34.4M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$129M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$120M
3
VAM
Vontobel Asset Management
New York
+$102M
4
Wells Fargo
Wells Fargo
California
+$100M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$80.8M

Top Sellers

1
PCM
Primavera Capital Management
Cayman Islands
-$358M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$40.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$32.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$30M
5
Goldman Sachs
Goldman Sachs
New York
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
Circle Wealth Management
New Jersey
$287K +$96 +2 +0%
JHCP
427
Jackson Hole Capital Partners
Oklahoma
$285K – – –
AIM
428
Alhambra Investment Management
Florida
$285K +$285K +5,938 New
AWM
429
Altium Wealth Management
New York
$283K +$12.7K +265 +5%
MFG
430
Merit Financial Group
Georgia
$280K +$280K +5,841 New
SNT
431
Security National Trust
West Virginia
$279K -$123K -2,560 -31%
TSWM
432
Triangle Securities Wealth Management
North Carolina
$279K – – –
PFA
433
Pathway Financial Advisors
Vermont
$276K – – –
QCG
434
Quadrant Capital Group
Ohio
$274K +$8.64K +184 +3%
FMTC
435
Farmers & Merchants Trust Company
California
$273K -$141K -2,936 -34%
CSS
436
Cubist Systematic Strategies
Connecticut
$270K -$666K -13,849 -71%
BFA
437
Bragg Financial Advisors
North Carolina
$270K – – –
WG
438
Welch Group
Alabama
$265K – – –
WJWM
439
Williams Jones Wealth Management
New York
$265K – – –
ACM
440
Alta Capital Management
Utah
$260K +$20K +417 +8%
TAM
441
Taurus Asset Management
New York
$258K – – –
PL
442
Parthenon LLC
Kentucky
$255K – – –
ET
443
Equitable Trust
Tennessee
$254K – – –
Fayez Sarofim & Co
444
Fayez Sarofim & Co
Texas
$254K – – –
CIA
445
Capital Investment Advisors
Georgia
$253K – – –
SWRP
446
Summit Wealth & Retirement Planning
California
$253K – – –
AAS
447
Avantax Advisory Services
Texas
$253K +$253K +5,258 New
PTP
448
Platform Technology Partners
New York
$251K +$251K +5,221 New
FIB
449
First Interstate Bank
Montana
$250K -$25.1K -524 -9%
RE
450
RBC Europe
United Kingdom
$250K – – –
16 17
18
19 20