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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$247K -$5.94K -141 -3%
LAM
427
Lountzis Asset Management
Pennsylvania
$247K
RIM
428
Regent Investment Management
Kentucky
$247K
BTI
429
Blue Trust Inc
Georgia
$247K +$250K +5,938 New
CA
430
Clearstead Advisors
Ohio
$246K
GG
431
Gofen & Glossberg
Illinois
$245K -$176K -4,190 -45%
AAS
432
Avantax Advisory Services
Texas
$244K -$3.12K -74 -1%
CIM
433
Confluence Investment Management
Missouri
$244K -$2.11K -50 -1%
BFA
434
Bragg Financial Advisors
North Carolina
$244K
SPF
435
Steven Patrick Farmer
$244K +$212K +5,025 New
AIA
436
Avalon Investment & Advisory
Texas
$241K -$130K -3,098 -38%
KLI
437
Kelman-Lazarov Inc
Tennessee
$239K
BHBT
438
Burke & Herbert Bank & Trust
Virginia
$238K -$44.4K -1,054 -18%
BFO
439
Biltmore Family Office
North Carolina
$237K
CT
440
Cambridge Trust
Massachusetts
$237K
DI
441
DUMAC Inc
North Carolina
$236K
BL
442
Balentine LLC
Georgia
$235K -$268K -6,365 -57%
ACIM
443
Azimuth Capital Investment Management
Michigan
$235K +$204K +4,838 New
AWM
444
Avior Wealth Management
Nebraska
$233K -$6.7K -159 -3%
IF
445
Ironwood Financial
Arizona
$233K +$202K +4,797 New
CT
446
Caldwell Trust
Florida
$233K +$198K +4,695 +4,695%
H
447
HoyleCohen
California
$230K +$199K +4,735 New
QCM
448
Quantinno Capital Management
New York
$230K +$199K +4,737 New
DCM
449
DGS Capital Management
New Jersey
$228K -$27.4K -651 -12%
KFA
450
Krane Funds Advisors
New York
$224K -$73.4K -1,743 -27%

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.