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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
426
Biltmore Family Office
North Carolina
$232K +$768 +16 +0.3%
CT
427
Cambridge Trust
Massachusetts
$231K +$240 +5 +0.1%
DI
428
DUMAC Inc
North Carolina
$230K
CIM
429
Confluence Investment Management
Missouri
$229K -$8.55K -178 -4%
ACIM
430
Azimuth Capital Investment Management
Michigan
$229K
IF
431
Ironwood Financial
Arizona
$227K
FPAS
432
Focus Partners Advisor Solutions
Missouri
$225K +$229K +4,760 New
H
433
HoyleCohen
California
$224K
CCP
434
Corient Capital Partners
California
$224K +$222K +4,620 New
TWC
435
TD Waterhouse Canada
Ontario, Canada
$224K -$143K -2,985 -40%
AIA
436
Avalon Investment & Advisory
Texas
$222K -$13.8K -288 -6%
APF
437
Alaska Permanent Fund
Alaska
$220K -$101K -2,106 -31%
Vontobel Holding
438
Vontobel Holding
Switzerland
$217K -$8.35M -173,876 -97%
LAM
439
Lountzis Asset Management
Pennsylvania
$217K -$25K -521 -10%
ARG
440
Advisory Resource Group
Oklahoma
$214K +$217K +4,523 New
MLL
441
Moody Lynn & Lieberson
Massachusetts
$212K -$3.7K -77 -2%
WT
442
Washington Trust
Rhode Island
$210K
MIP
443
Mondrian Investment Partners
United Kingdom
$210K -$1.91M -39,727 -2%
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$209K -$92.5K -1,927 -30%
SIC
445
SJS Investment Consulting
Ohio
$207K +$210K +4,370 New
CT
446
Caldwell Trust
Florida
$207K -$20.7K -430 -9%
BRM
447
Boston Research & Management
Massachusetts
$204K
HWM
448
Hohimer Wealth Management
Washington
$204K
SSWM
449
Smith Salley Wealth Management
North Carolina
$204K
HWM
450
HB Wealth Management
Georgia
$204K +$6.72K +140 +3%

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.