Yum China
YUMC
671 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
0.89% more ownership
Funds ownership: 83.65% → 84.54% (+0.89%)
4% less call options, than puts
Call options by funds: $88.8M | Put options by funds: $92.4M
4% less funds holding
Funds holding: 701 → 671 (-30)
10% less capital invested
Capital invested by funds: $15.1B → $13.5B (-$1.54B)
16% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 248
29% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$326M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$128M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$100M |
| 4 |
SCM
Somerset Capital Management
London,
United Kingdom
|
+$86.4M |
| 5 |
JP Morgan Chase
New York
|
+$84.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$85M |
| 2 |
BlackRock
New York
|
-$82.4M |
| 3 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$70.5M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$60.9M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$56M |
YUMC Hedge Fund Activity: Q1 2020 in Review
671 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2020, worth a combined $13.5B — down 10% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of YUMC and 66 opened new positions — a net loss of 27 holders — while 248 trimmed existing stakes and 209 added.
The largest buyer was Franklin Resources, adding an estimated $326M. The largest seller was Massachusetts Financial Services, cutting an estimated $85M.
- 671 institutional investors held Yum China (YUMC) as of Q1 2020, down from 701 in Q4 2019.
- Funds reported $13.5B of Yum China stock for Q1 2020, down 10% quarter-over-quarter.
- 66 funds opened new Yum China positions in Q1 2020 and 93 closed out, a net change of -27 holders.
- The largest Yum China buyer in Q1 2020 was Franklin Resources, an estimated $326M added.
- The largest Yum China seller in Q1 2020 was Massachusetts Financial Services, an estimated $85M sold.
Based on aggregated 13F filings for Q1 2020.