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Yum China
YUMC

Overview Fund Activity

624 hedge funds and large institutions have $9.03B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-46
Holders Change %
-6.87%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
59
Increased
191
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

1
PCM
Primavera Capital Management
Cayman Islands
+$371M
2
Dodge & Cox
Dodge & Cox
California
+$122M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$78.6M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$49.4M
5
MIP
Mondrian Investment Partners
United Kingdom
+$48M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$102M
2
Invesco
Invesco
Georgia
-$100M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$70.3M
4
Bank of America
Bank of America
North Carolina
-$60.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
451
West Paces Advisors
Georgia
$29.3K – – –
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.1K – – –
AIM
453
Anchor Investment Management
South Carolina
$29.1K – – –
CAL
454
Capital Advisors Ltd
Ohio
$29K +$1.68K +54 +6%
SIS
455
Sound Income Strategies
Florida
$27.4K – – –
TFA
456
Toth Financial Advisory
Virginia
$27.1K – – –
CNBTD
457
Citizens National Bank Trust Department
Mississippi
$27.1K – – –
HCP
458
Hexagon Capital Partners
Arkansas
$27.1K – – –
LI
459
LRI Investments
Florida
$27K -$1.23K -40 -4%
MFA
460
McClarren Financial Advisors
Pennsylvania
$27K -$232K -789 -90%
BCFD
461
Boit C.F. David
$26.1K – – –
AA
462
Addison Advisors
Vermont
$25.9K – – –
VWM
463
Venturi Wealth Management
Texas
$25.2K +$586 +19 +2%
FCA
464
FinTrust Capital Advisors
South Carolina
$23.8K +$12.3K +400 +107%
AIP
465
Ameritas Investment Partners
Nebraska
$23.3K +$93 +3 +0.4%
SAM
466
S.A. Mason
Michigan
$21.6K – – –
MAM
467
Magellan Asset Management
Australia
$21.5K – – –
RTL
468
Red Tortoise LLC
Georgia
$21K – – –
QCG
469
Quadrant Capital Group
Ohio
$20.4K +$14.3K +465 +237%
GRP
470
Global Retirement Partners
California
$19.7K +$2.93K +95 +17%
FCMT
471
Founders Capital Management (Texas)
Texas
$19.1K – – –
HPC
472
HM Payson & Co
Maine
$19.1K – – –
HFS
473
Hantz Financial Services
Michigan
$19K +$460 +15 +2%
SC
474
Stephens Consulting
Michigan
$18.6K +$3.21K +104 +21%
MIFH
475
Migdal Insurance & Financial Holdings
Israel
$18K +$18K +573 New
17 18
19
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