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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$144M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$174M
2
Invesco
Invesco
Georgia
-$119M
3
Dodge & Cox
Dodge & Cox
California
-$105M
4
GAM
GuardCap Asset Management
United Kingdom
-$77.1M
5
MIP
Mondrian Investment Partners
United Kingdom
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
426
Boston Family Office
Massachusetts
$264K -$6.56K -136 -2%
PL
427
Parthenon LLC
Kentucky
$260K – – –
ATS
428
Ashton Thomas Securities
New York
$258K +$109K +2,259 +73%
CWS
429
Confluence Wealth Services
Pennsylvania
$256K -$9.6K -215 -4%
FPAS
430
Focus Partners Advisor Solutions
Missouri
$255K +$255K +5,292 New
First Manhattan
431
First Manhattan
New York
$255K +$1.4K +29 +0.6%
AP
432
Appleton Partners
Massachusetts
$254K -$48.1K -1,000 -16%
WA
433
WBH Advisory
Maryland
$253K -$3.04K -63 -1%
GT
434
Greenleaf Trust
Michigan
$240K +$240K +4,978 New
CIA
435
Concurrent Investment Advisors
Florida
$240K +$4.77K +99 +2%
VFA
436
Valeo Financial Advisors
Indiana
$238K +$5.64K +117 +2%
CIM
437
Confluence Investment Management
Missouri
$236K +$236K +4,891 New
CTC
438
Central Trust Company
Missouri
$234K -$20.2K -420 -8%
IWC
439
Integrated Wealth Concepts
Massachusetts
$233K -$22.7K -472 -9%
BFA
440
Bragg Financial Advisors
North Carolina
$233K -$9.15K -190 -4%
AAS
441
Avantax Advisory Services
Texas
$231K +$231K +4,796 New
WSFS
442
Wilmington Savings Fund Society
Delaware
$228K -$16.5K -342 -7%
SCA
443
Snowden Capital Advisors
New York
$228K +$12.6K +261 +6%
VA
444
Vident Advisory
Georgia
$226K +$226K +4,699 New
MC
445
Moors & Cabot
Massachusetts
$226K -$18.2K -377 -7%
CL
446
Choreo LLC
Illinois
$223K +$19.2K +399 +9%
KLI
447
Kelman-Lazarov Inc
Tennessee
$222K – – –
BWM
448
BigSur Wealth Management
Florida
$217K – – –
WAG
449
Wiser Advisor Group
Arizona
$216K -$1.59K -33 -0.7%
IF
450
Ironwood Financial
Arizona
$216K – – –
16 17
18
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