YUMC icon

Yum China
YUMC

Overview Fund Activity

730 hedge funds and large institutions have $17.6B invested in Yum China in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 173 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+69
Holders Change %
+10.44%
% of All Funds
11.78%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
134
Increased
173
Reduced
247
Closed
50
Calls
$167M
Puts
$135M
Net Calls
+$31.8M
Net Calls Change
-$37.5M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$182M
2
Wolverine Trading
Wolverine Trading
Illinois
+$66.3M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$57.1M
4
Fidelity International
Fidelity International
Bermuda
+$53.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$44.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$178M
2
PCM
Primavera Capital Management
Cayman Islands
-$175M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$173M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$159M
5
MIP
Mondrian Investment Partners
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
451
Gofen & Glossberg
Illinois
$273K -$3.61K -66 -1%
Fayez Sarofim & Co
452
Fayez Sarofim & Co
Texas
$272K – – –
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$271K -$219 -4 -0.1%
RZH
454
Relyea Zuckerberg Hanson
Connecticut
$271K – – –
SWM
455
Scissortail Wealth Management
Oklahoma
$271K +$271K +4,435 New
LAM
456
Lountzis Asset Management
Pennsylvania
$268K – – –
TSS
457
Two Sigma Securities
New York
$268K -$324K -5,925 -55%
BFO
458
Biltmore Family Office
North Carolina
$268K -$874 -16 -0.3%
CT
459
Cambridge Trust
Massachusetts
$267K -$273 -5 -0.1%
DI
460
DUMAC Inc
North Carolina
$266K – – –
BHBT
461
Burke & Herbert Bank & Trust
Virginia
$265K -$2.73K -50 -1%
OAM
462
Oppenheimer Asset Management
New York
$265K -$150K -2,740 -36%
IF
463
Ironwood Financial
Arizona
$262K – – –
CIM
464
Confluence Investment Management
Missouri
$259K -$5.57K -102 -2%
WB
465
WesBanco Bank
West Virginia
$257K +$257K +4,711 New
KLI
466
Kelman-Lazarov Inc
Tennessee
$252K -$16.4K -300 -6%
CIM
467
Chiron Investment Management
New York
$252K +$64.4K +1,178 +34%
MYIA
468
Mount Yale Investment Advisors
Colorado
$251K +$251K +4,587 New
PFS
469
Prospera Financial Services
Texas
$251K +$251K +4,583 New
CIA
470
Capital Investment Advisors
Georgia
$250K -$60.9K -1,113 -20%
SC
471
Savant Capital
Illinois
$248K +$15.1K +276 +6%
MLL
472
Moody Lynn & Lieberson
Massachusetts
$244K – – –
Chevy Chase Trust
473
Chevy Chase Trust
Maryland
$242K +$242K +4,436 New
WT
474
Washington Trust
Rhode Island
$242K – – –
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$242K +$212K +3,893 +720%
17 18
19
20 21