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Yum China
YUMC

Overview Fund Activity

674 hedge funds and large institutions have $12.7B invested in Yum China in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 185 increasing their positions, 204 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+50
Holders Change %
+8.01%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
125
Increased
185
Reduced
204
Closed
70
Calls
$246M
Puts
$133M
Net Calls
+$113M
Net Calls Change
+$120M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
2
WIM
Waverton Investment Management
United Kingdom
+$147M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$135M
4
Principal Financial Group
Principal Financial Group
Iowa
+$118M
5
KI
Keystone Investors
Singapore
+$99.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$421M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$190M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$148M
4
EARNEST Partners
EARNEST Partners
Georgia
-$101M
5
Fidelity International
Fidelity International
Bermuda
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
426
Concurrent Investment Advisors
Florida
$220K +$220K +4,877 New
FTDI
427
First Trust Direct Indexing
Massachusetts
$218K +$218K +4,852 New
VFA
428
Valeo Financial Advisors
Indiana
$217K +$217K +4,828 New
KLI
429
Kelman-Lazarov Inc
Tennessee
$208K +$208K +4,619 New
KPWS
430
Kestra Private Wealth Services
Texas
$206K +$206K +4,571 New
CCM
431
Coldstream Capital Management
Washington
$203K +$203K +4,492 New
WAG
432
Wiser Advisor Group
Arizona
$203K -$28K -622 -12%
BWM
433
BigSur Wealth Management
Florida
$203K +$203K +4,505 New
RFC
434
Regions Financial Corp
Alabama
$202K +$202K +4,480 New
IF
435
Ironwood Financial
Arizona
$201K +$201K +4,474 New
SCA
436
Snowden Capital Advisors
New York
$201K +$201K +4,465 New
CL
437
Choreo LLC
Illinois
$201K +$201K +4,235 New
SIC
438
SJS Investment Consulting
Ohio
$194K – – –
WTC
439
WhitTier Trust Company
Nevada
$191K -$54.7K -1,214 -22%
BFPW
440
BOK Financial Private Wealth
Colorado
$186K +$119K +2,642 +176%
WT
441
Washington Trust
Rhode Island
$186K – – –
CCG
442
Ceeto Capital Group
Florida
$180K +$180K +4,000 New
AWM
443
Avior Wealth Management
Nebraska
$177K – – –
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K -$245K -5,447 -58%
LIP
445
Liontrust Investment Partners
United Kingdom
$175K – – –
HGERS
446
Householder Group Estate & Retirement Specialist
Arizona
$169K – – –
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$169K +$18K +400 +12%
S
448
Sachetta
Massachusetts
$167K – – –
AI
449
AdvisorShares Investments
Maryland
$167K +$167K +3,700 New
TRCT
450
Tower Research Capital (TRC)
New York
$163K -$349K -7,760 -68%
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