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Yum China
YUMC

Overview Fund Activity

705 hedge funds and large institutions have $15.4B invested in Yum China in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 250 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+36
Holders Change %
+5.38%
% of All Funds
14.49%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.47%
New
92
Increased
171
Reduced
250
Closed
52
Calls
$104M
Puts
$183M
Net Calls
-$79.2M
Net Calls Change
-$75.6M

Top Buyers

1
Invesco
Invesco
Georgia
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$109M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$100M
4
Capital International Investors
Capital International Investors
California
+$83.3M
5
Franklin Resources
Franklin Resources
California
+$64.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$156M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$101M
3
KCM
Kensico Capital Management
Connecticut
-$72.9M
4
BlackRock
BlackRock
New York
-$72.4M
5
Bank of America
Bank of America
North Carolina
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Avior Wealth Management
Nebraska
$289K -$62K -1,290 -18%
AWM
427
Altavista Wealth Management
North Carolina
$288K – – –
CCM
428
Crossvault Capital Management
Texas
$288K – – –
PFA
429
Pathway Financial Advisors
Vermont
$288K – – –
JHCP
430
Jackson Hole Capital Partners
Oklahoma
$285K – – –
AIM
431
Alhambra Investment Management
Florida
$285K – – –
WGA
432
Weather Gauge Advisory
Virginia
$284K -$65K -1,350 -19%
MFG
433
Merit Financial Group
Georgia
$281K -$19.2K -400 -6%
SNT
434
Security National Trust
West Virginia
$279K – – –
RC
435
RegentAtlantic Capital
New Jersey
$277K +$48.9K +1,018 +21%
KLI
436
Kelman-Lazarov Inc
Tennessee
$275K -$72.1K -1,500 -21%
WB
437
WesBanco Bank
West Virginia
$275K -$48 -1 -0%
NEPPG
438
New England Professional Planning Group
Rhode Island
$274K – – –
AIM
439
Aspen Investment Management
Michigan
$271K -$5.76K -120 -2%
HCM
440
Hall Capital Management
Rhode Island
$271K – – –
AWM
441
AE Wealth Management
Kansas
$271K +$271K +5,629 New
LAM
442
Lountzis Asset Management
Pennsylvania
$270K +$270K +5,616 New
CWM
443
Circle Wealth Management
New Jersey
$269K – – –
CBA
444
Coastal Bridge Advisors
Connecticut
$268K -$4.62K -96 -2%
CAM
445
Cresset Asset Management
Illinois
$266K +$266K +5,538 New
WJWM
446
Williams Jones Wealth Management
New York
$265K – – –
PCM
447
Parsons Capital Management
Rhode Island
$264K +$9.14K +190 +4%
Wolverine Trading
448
Wolverine Trading
Illinois
$262K +$262K +5,345 New
SCM
449
Stellar Capital Management
Arizona
$259K -$24.1K -500 -8%
TSWM
450
Triangle Securities Wealth Management
North Carolina
$259K -$20.7K -430 -7%
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