YUMC icon

Yum China
YUMC

Overview Fund Activity

669 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-31
Holders Change %
-4.43%
% of All Funds
14.78%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
65
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$98M
4
SCM
Somerset Capital Management
United Kingdom
+$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.3M
2
BlackRock
BlackRock
New York
-$78.8M
3
MICM
Matthews International Capital Management
California
-$67.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$58.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
451
Palisades Hudson Asset Management
Florida
$200K – – –
APA
452
American Portfolios Advisors
New York
$196K -$14.8K -346 -7%
AIM
453
Achmea Investment Management
Netherlands
$187K +$187K +4,389 New
SAM
454
S.A. Mason
Michigan
$184K -$10.4K -244 -5%
PA
455
Parallel Advisors
California
$183K +$42.4K +997 +30%
HAG
456
HighPoint Advisor Group
Illinois
$182K -$15.2K -348 -8%
CFA
457
Carroll Financial Associates
North Carolina
$182K +$7.83K +184 +4%
RE
458
RBC Europe
United Kingdom
$182K -$40.2K -943 -18%
Bessemer Group
459
Bessemer Group
New Jersey
$177K +$2.04K +48 +1%
TSW
460
Thompson Siegel & Walmsley
Virginia
$176K -$36.7K -858 -17%
CCG
461
Ceeto Capital Group
Florida
$171K +$171K +4,000 New
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$166K – – –
PFP
463
Pinnacle Financial Partners
Tennessee
$160K -$2.12M -49,787 -93%
Marshall Wace
464
Marshall Wace
United Kingdom
$157K +$157K +3,679 New
CHA
465
Carmichael Hill & Associates
Maryland
$140K – – –
BCWM
466
Bartlett & Co Wealth Management
Ohio
$135K – – –
BC
467
Bartlett & Co
Ohio
$135K +$135K +3,171 New
EP
468
Eudaimonia Partners
Tennessee
$131K -$342 -8 -0.3%
LC
469
Lindbrook Capital
California
$129K +$9.61K +225 +8%
ST
470
Smithfield Trust
Pennsylvania
$125K +$125K +2,940 New
SFS
471
Sowell Financial Services
Arkansas
$121K -$81.8K -1,913 -40%
SPIA
472
Steward Partners Investment Advisory
New York
$116K -$2.94K -69 -2%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$112K – – –
ASN
474
Advisory Services Network
Georgia
$112K +$52.8K +1,243 +89%
JCM
475
Jacobi Capital Management
Pennsylvania
$108K -$807 -19 -0.7%
17 18
19
20 21