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Yum China

715 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $268M | Put options by funds: $131M

63% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 71

11% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.46B)

5% more funds holding

Funds holding: 680715 (+35)

3.64% more ownership

Funds ownership: 74.5%78.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

7% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 221

Holders
715
Holders Change
+35
Holders Change %
+5.15%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
116
Increased
205
Reduced
221
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Temasek Holdings
26
Temasek Holdings
Singapore
$164M +$22M +463,211 +16%
UBS AM
27
UBS AM
Illinois
$164M +$1.02M +21,415 +0.6%
Invesco
28
Invesco
Georgia
$160M -$117M -2,473,296 -43%
PI
29
PineBridge Investments
New York
$148M +$5.84M +123,150 +45%
Bank of America
30
Bank of America
North Carolina
$135M -$33.3M -703,251 -20%
MIP
31
Mondrian Investment Partners
United Kingdom
$125M -$70.7M -1,490,967 -36%
Goldman Sachs
32
Goldman Sachs
New York
$123M +$32.7M +689,961 +37%
Legal & General Group
33
Legal & General Group
United Kingdom
$115M -$17.7M -373,250 -13%
UBS Group
34
UBS Group
Switzerland
$109M +$28.5M +602,045 +36%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$106M -$2.17M -45,772 -2%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$98.1M -$1.85M -38,918 -2%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$92.9M +$2.7M +56,979 +3%
Northern Trust
38
Northern Trust
Illinois
$91.8M +$60.1M +1,266,530 +198%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$85.2M -$2.37M -50,025 -3%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$83.6M -$36.7M -774,754 -31%
Amundi
41
Amundi
France
$81.2M -$5.28M -111,313 -6%
Franklin Resources
42
Franklin Resources
California
$79.7M -$6.87M -144,947 -8%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.1M +$5.86M +123,649 +8%
PAMI
44
Perseverance Asset Management International
Cayman Islands
$74M -$3.68M -77,667 -5%
Raymond James Financial
45
Raymond James Financial
Florida
$68.6M +$67.6M +1,424,908 New
KI
46
Keystone Investors
Singapore
$67.6M -$38.4M -809,487 -37%
DCM
47
Driehaus Capital Management
Illinois
$66.5M +$65.5M +1,381,026 New
Deutsche Bank
48
Deutsche Bank
Germany
$64M -$15.3M -323,071 -20%
N
49
Nuveen
North Carolina
$58.7M +$30.1M +633,800 +108%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$51.7M -$585K -12,337 -1%

YUMC Hedge Fund Activity: Q4 2024 in Review

715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2024, worth a combined $14.4B — up 11% from $13B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new YUMC positions and 71 closed out — a net gain of 45 holders — while 205 added to existing stakes and 221 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $240M. The largest seller was Massachusetts Financial Services, cutting an estimated $172M.

  • 715 institutional investors held Yum China (YUMC) as of Q4 2024, up from 680 in Q3 2024.
  • Funds reported $14.4B of Yum China stock for Q4 2024, up 11% quarter-over-quarter.
  • 116 funds opened new Yum China positions in Q4 2024 and 71 closed out, a net change of +45 holders.
  • The largest Yum China buyer in Q4 2024 was William Blair Investment Management, an estimated $240M added.
  • The largest Yum China seller in Q4 2024 was Massachusetts Financial Services, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.