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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBK
451
Peoples Bank (Kansas)
Kansas
$144K – – –
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$142K – – –
CHA
453
Carmichael Hill & Associates
Maryland
$139K +$12.7K +300 +10%
TRCT
454
Tower Research Capital (TRC)
New York
$132K +$4.07K +96 +3%
KFI
455
Key Financial Inc
Pennsylvania
$129K +$109K +2,560 +533%
Bessemer Group
456
Bessemer Group
New Jersey
$120K -$19.3K -456 -14%
PTC
457
Private Trust Company
Ohio
$114K -$195K -4,600 -63%
CI Investments Inc
458
CI Investments Inc
Ontario, Canada
$111K -$59.9K -1,408 -35%
ST
459
Smithfield Trust
Pennsylvania
$110K – – –
LFASL
460
Lugano Financial Advisors SA (LFA)
Switzerland
$106K – – –
DJSG
461
D.J. St. Germain
Massachusetts
$104K -$849 -20 -0.8%
BLC
462
Brown, Lisle/Cummings
Rhode Island
$104K -$33.9K -800 -25%
1832 Asset Management
463
1832 Asset Management
Ontario, Canada
$101K -$45K -1,060 -31%
UB
464
UMB Bank
Missouri
$101K -$21.2K -500 -17%
B
465
Birchbrook
Maine
$95.3K +$95.3K +2,245 New
A
466
AlphaQuest
New York
$94.1K +$94.1K +2,218 New
SWA
467
SOA Wealth Advisors
New York
$89.1K +$212 +5 +0.2%
Federated Hermes
468
Federated Hermes
Pennsylvania
$87.9K +$9.25K +218 +12%
HFM
469
Hartford Financial Management
Connecticut
$82.3K – – –
BWL
470
Bogart Wealth LLC
Virginia
$81.1K +$2.89K +68 +4%
Credit Agricole
471
Credit Agricole
France
$80.6K +$67.9K +1,600 +533%
CT
472
Cambridge Trust
Massachusetts
$80K – – –
NA
473
NewEdge Advisors
Louisiana
$77.1K -$116K -2,728 -60%
PE
474
Point72 Europe
United Kingdom
$76.4K +$76.4K +1,801 New
MRCM
475
M&R Capital Management
New Jersey
$72.8K +$4.46K +105 +7%
17 18
19
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