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Yum China
YUMC

Overview Fund Activity

669 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-31
Holders Change %
-4.43%
% of All Funds
14.78%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
65
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$98M
4
SCM
Somerset Capital Management
United Kingdom
+$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.3M
2
BlackRock
BlackRock
New York
-$78.8M
3
MICM
Matthews International Capital Management
California
-$67.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$58.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPPG
426
New England Professional Planning Group
Rhode Island
$236K – – –
WJWM
427
Williams Jones Wealth Management
New York
$235K – – –
FMTC
428
Farmers & Merchants Trust Company
California
$231K -$11.7K -274 -5%
TAM
429
Taurus Asset Management
New York
$229K – – –
ET
430
Equitable Trust
Tennessee
$228K +$2.6K +61 +1%
AWM
431
Altium Wealth Management
New York
$226K -$25.4K -596 -10%
PL
432
Parthenon LLC
Kentucky
$226K – – –
PCM
433
Parsons Capital Management
Rhode Island
$226K +$9.39K +220 +4%
CIA
434
Capital Investment Advisors
Georgia
$225K – – –
Fayez Sarofim & Co
435
Fayez Sarofim & Co
Texas
$225K – – –
SWRP
436
Summit Wealth & Retirement Planning
California
$225K – – –
AAS
437
Avantax Advisory Services
Texas
$224K +$128 +3 +0.1%
BAS
438
Brown Advisory Securities
Maryland
$219K – – –
WT
439
Washington Trust
Rhode Island
$218K +$218K +5,105 New
CA
440
Clearstead Advisors
Ohio
$216K – – –
BFA
441
Bragg Financial Advisors
North Carolina
$214K -$25.6K -600 -11%
AP
442
Arlington Partners
Alabama
$213K – – –
BWM
443
BigSur Wealth Management
Florida
$213K – – –
PP
444
Palladium Partners
Virginia
$211K +$7.9K +185 +4%
LCM
445
Landscape Capital Management
New Jersey
$210K +$210K +4,932 New
MIS
446
Morningstar Investment Services
Illinois
$208K +$208K +4,925 New
CG
447
Cutler Group
California
$206K +$134K +3,139 +185%
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$205K -$5.32K -125 -3%
RC
449
RegentAtlantic Capital
New Jersey
$202K +$170 +4 +0.1%
KA
450
Kovack Advisors
Florida
$202K +$18.4K +431 +10%
16 17
18
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