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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
451
Moody Lynn & Lieberson
Massachusetts
$221K +$192K +4,550 New
TC
452
TownSquare Capital
Utah
$220K +$191K +4,541 New
MYIA
453
Mount Yale Investment Advisors
Colorado
$216K +$188K +4,463 New
WT
454
Washington Trust
Rhode Island
$215K +$3.37K +80 +2%
AWM
455
Altium Wealth Management
New York
$215K +$186K +4,423 New
SC
456
Savant Capital
Illinois
$212K +$184K +4,374 New
FWM
457
Frontier Wealth Management
Missouri
$212K +$184K +4,377 New
APA
458
American Portfolios Advisors
New York
$212K -$295 -7 -0.2%
HWM
459
Hohimer Wealth Management
Washington
$210K +$182K +4,320 New
SSWM
460
Smith Salley Wealth Management
North Carolina
$210K +$182K +4,320 New
BRM
461
Boston Research & Management
Massachusetts
$209K +$182K +4,320 New
6F
462
626 Financial
Michigan
$208K +$180K +4,278 New
BO
463
BRR OpCo
Ohio
$208K +$180K +4,283 New
TAM
464
Taurus Asset Management
New York
$207K +$180K +4,264 New
Koshinski Asset Management
465
Koshinski Asset Management
Illinois
$205K -$8.42K -200 -5%
HWM
466
HB Wealth Management
Georgia
$202K +$175K +4,161 New
LFASL
467
Lugano Financial Advisors SA (LFA)
Switzerland
$201K
CLOS
468
Compagnie Lombard Odier SCmA
Switzerland
$196K +$50.5K +1,199 +42%
SAM
469
S.A. Mason
Michigan
$194K -$8.63K -205 -5%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$188K
SWM
471
SeaCrest Wealth Management
New York
$185K +$161K +3,823 New
SPIA
472
Steward Partners Investment Advisory
New York
$181K +$42 +1 +0%
VVP
473
Venture Visionary Partners
Ohio
$179K +$156K +3,695 New
CFB
474
Cullen/Frost Bankers
Texas
$172K -$2.23K -53 -1%
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$168K -$17.6K -418 -11%

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.