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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
476
OneDigital Investment Advisors
Kansas
$92K +$84.3K +2,335 New
MMG
477
Monetary Management Group
Missouri
$87K
PHK
478
Point72 Hong Kong
Hong Kong
$85K +$77.7K +2,152 New
KTC
479
Kistler-Tiffany Companies
Pennsylvania
$84K
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$83K -$4.69K -130 -6%
AIM
481
Anchor Investment Management
South Carolina
$82.5K -$5.77K -160 -7%
CBT
482
Central Bank & Trust
Kentucky
$81K -$8.41K -233 -10%
WTB
483
Washington Trust Bank
Washington
$78K
WAM
484
Wealthspire Advisors (Maryland)
Maryland
$77K +$8.37K +232 +13%
HFM
485
Hartford Financial Management
Connecticut
$76K -$31.8K -880 -31%
TCOV
486
Trust Company of Vermont
Vermont
$71K -$4.8K -133 -7%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$108 -3 -0.2%
PA
488
Parallel Advisors
California
$71K +$6.78K +188 +11%
FCM
489
Flinton Capital Management
Pennsylvania
$70K -$1.09M -30,090 -94%
RCM
490
Riverhead Capital Management
Delaware
$68K -$1.07M -29,613 -95%
RWA
491
Ropes Wealth Advisors
Massachusetts
$68K
VCM
492
Vigilant Capital Management
Maine
$67K
Bessemer Group
493
Bessemer Group
New Jersey
$65K +$3.86K +107 +7%
MCM
494
Manchester Capital Management
Vermont
$64K
CWM
495
Cranbrook Wealth Management
Michigan
$63K
RFM
496
Royal Fund Management
Florida
$61K
NFG
497
Next Financial Group
Texas
$59K -$8.66K -240 -14%
AAC
498
Asset Advisors Corp
Georgia
$59K
RFS
499
Rockefeller Financial Services
New York
$58K -$56.2K -1,558 -52%
TAM
500
Tyers Asset Management
Texas
$57K -$894K -24,780 -94%

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.