We are live on ! Find out more
YUMC icon

Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
451
Williams Jones & Associates
New York
$217K +$198K +5,500 New
IRF
452
IBM Retirement Fund
New York
$216K +$198K +5,473 New
NB
453
Nicolet Bankshares
Wisconsin
$213K +$195K +5,404 New
TAM
454
Taurus Asset Management
New York
$212K +$194K +5,364 New
PL
455
Parthenon LLC
Kentucky
$209K +$191K +5,304 New
IAA
456
Independent Advisor Alliance
North Carolina
$209K +$344K +9,535 New
MGIA
457
Moneta Group Investment Advisors
Missouri
$204K +$186K +5,168 New
HCM
458
Highlander Capital Management
New Jersey
$201K -$7.22K -200 -4%
NIPH
459
NN Investment Partners Holdings
Netherlands
$200K -$40.2K -1,114 -18%
TRCT
460
Tower Research Capital (TRC)
New York
$176K +$161K +4,462 New
NLI
461
Nippon Life Insurance
Japan
$162K +$148K +4,098 New
SFSIG
462
San Francisco Sentry Investment Group
California
$157K +$144K +3,982 New
TSW
463
Thompson Siegel & Walmsley
Virginia
$148K
CFA
464
Carroll Financial Associates
North Carolina
$131K -$2.67K -74 -2%
EWM
465
Evercore Wealth Management
New York
$128K -$28.1K -779 -19%
TCM
466
TD Capital Management
Tennessee
$128K
HT
467
Heritage Trust
Oklahoma
$117K
CFG
468
Citizens Financial Group
Rhode Island
$109K -$686 -19 -0.7%
PFBT
469
Parkside Financial Bank & Trust
Missouri
$107K +$3.68K +102 +4%
CAL
470
Capital Analysts LLC
Pennsylvania
$104K
WB
471
Webster Bank
Connecticut
$102K -$53.8K -1,490 -37%
SA
472
SRH Advisors
Kansas
$102K
YWP
473
YorkBridge Wealth Partners
New York
$98K +$8.95K +248 +11%
PMFA
474
Plante Moran Financial Advisors
Michigan
$96K -$5.38K -149 -6%
Parallax Volatility Advisers
475
Parallax Volatility Advisers
California
$94K -$1.74M -48,216 -95%

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.