YUMC icon

Yum China
YUMC

Overview Fund Activity

644 hedge funds and large institutions have $9.81B invested in Yum China in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 227 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+12
Holders Change %
+1.9%
% of All Funds
14.37%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
96
Increased
164
Reduced
227
Closed
78
Calls
$49.1M
Puts
$102M
Net Calls
-$53.1M
Net Calls Change
-$12.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$203M
2
SAM
Southeastern Asset Management
Tennessee
+$110M
3
O
OppenheimerFunds
New York
+$95.2M
4
Renaissance Technologies
Renaissance Technologies
New York
+$33.1M
5
Invesco
Invesco
Georgia
+$32.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$74.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$71.4M
3
BPIH
Broad Peak Investment Holdings
Singapore
-$70.6M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$56.3M
5
CFM
Coronation Fund Managers
South Africa
-$48.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K +$49K +1,460 New
AF
477
Allworth Financial
California
$47K +$13.4K +404 +40%
BWM
478
Baystate Wealth Management
Massachusetts
$44K -$2.18K -60 -5%
HI
479
Hudock Inc
Pennsylvania
$44K +$9.94K +299 +29%
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$5.47K -164 -11%
TIM
481
Tortoise Investment Management
New York
$43K – – –
CWM
482
Cranbrook Wealth Management
Michigan
$43K +$33 +1 +0.1%
CAM
483
Cresset Asset Management
Illinois
$43K +$43K +1,274 New
MWC
484
MBM Wealth Consultants
Missouri
$41K +$41K +1,219 New
CIA
485
Cascade Investment Advisors
Oregon
$40.2K – – –
FANJ
486
Financial Architects (New Jersey)
New Jersey
$40K – – –
RFM
487
Royal Fund Management
Florida
$39K – – –
SIAS
488
Shine Investment Advisory Services
Colorado
$39K +$7.57K +227 +24%
BFEC
489
Benjamin F. Edwards & Company
Missouri
$38K +$13.4K +401 +54%
CIAS
490
Capital Investment Advisory Services
North Carolina
$37K +$37K +1,095 New
AWM
491
Aevitas Wealth Management
Massachusetts
$36K -$60.7K -1,819 -63%
AF
492
Advisornet Financial
Minnesota
$35K +$11.6K +348 +50%
FQ
493
First Quadrant
California
$34K -$14.5M -425,057 -100%
DAM
494
Delta Asset Management
Tennessee
$34K – – –
IWA
495
Intercontinental Wealth Advisors
Texas
$34K +$34K +1,011 New
WPA
496
West Paces Advisors
Georgia
$32.5K – – –
LFA
497
Legacy Financial Advisors
Kentucky
$31K – – –
HCM
498
Hilton Capital Management
New York
$31K – – –
OIA
499
Optimum Investment Advisors
Illinois
$30K -$38.1K -1,155 -56%
SSB
500
Sandy Spring Bank
Maryland
$30K -$6.67K -200 -18%
18 19
20
21 22