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Yum China
YUMC

Overview Fund Activity

740 hedge funds and large institutions have $20.4B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+10
Holders Change %
+1.37%
% of All Funds
11.84%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
89
Increased
218
Reduced
219
Closed
66
Calls
$83.7M
Puts
$57.9M
Net Calls
+$25.7M
Net Calls Change
-$6.06M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
4
VAM
Veritas Asset Management
United Kingdom
+$78.6M
5
Bank of America
Bank of America
North Carolina
+$64M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$66.3M
5
Millennium Management
Millennium Management
New York
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
451
DUMAC Inc
North Carolina
$309K – – –
BWM
452
BerganKDV Wealth Management
Minnesota
$307K +$155K +2,440 +102%
IF
453
Ironwood Financial
Arizona
$304K – – –
BHBT
454
Burke & Herbert Bank & Trust
Virginia
$303K -$4.44K -70 -1%
WB
455
WesBanco Bank
West Virginia
$298K – – –
CI Investments Inc
456
CI Investments Inc
Ontario, Canada
$297K +$15.9K +251 +6%
QC
457
Quaero Capital
Switzerland
$296K +$296K +4,700 New
JHCP
458
Jackson Hole Capital Partners
Oklahoma
$294K – – –
IAIM
459
Industrial Alliance Investment Management
Quebec, Canada
$294K -$453K -7,129 -61%
KLI
460
Kelman-Lazarov Inc
Tennessee
$293K – – –
CIM
461
Confluence Investment Management
Missouri
$292K -$8.43K -133 -3%
LAM
462
Lountzis Asset Management
Pennsylvania
$291K – – –
GCA
463
Gradient Capital Advisors
California
$285K -$65.4K -1,032 -19%
MLL
464
Moody Lynn & Lieberson
Massachusetts
$284K – – –
IC
465
IEQ Capital
California
$281K +$26.4K +416 +10%
WT
466
Washington Trust
Rhode Island
$281K – – –
Lido Advisors
467
Lido Advisors
California
$280K +$12.6K +199 +5%
CAIMH
468
Central Asset Investments & Management Holdings
Hong Kong
$280K +$280K +4,416 New
Chevy Chase Trust
469
Chevy Chase Trust
Maryland
$278K -$3.17K -50 -1%
SIC
470
SJS Investment Consulting
Ohio
$277K – – –
KeyBank National Association
471
KeyBank National Association
Ohio
$275K +$275K +4,343 New
SSWM
472
Smith Salley Wealth Management
North Carolina
$274K – – –
HWM
473
Hohimer Wealth Management
Washington
$274K – – –
WC
474
Wexford Capital
Florida
$273K +$273K +4,308 New
BRM
475
Boston Research & Management
Massachusetts
$273K -$1.39K -22 -0.5%
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19
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