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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
476
Mass Ave Global
New York
$165K -$29.9M -709,193 -100%
PTC
477
Private Trust Company
Ohio
$153K +$133K +3,156 New
CSPIA
478
Cary Street Partners Investment Advisory
Virginia
$149K +$129K +3,073 New
CCM
479
Covington Capital Management
California
$147K +$6.74K +160 +6%
BFPW
480
BOK Financial Private Wealth
Colorado
$146K +$126K +3,000 New
CG
481
Cutler Group
California
$145K -$184K -4,381 -59%
CHA
482
Carmichael Hill & Associates
Maryland
$144K
MCC
483
Money Concepts Capital
Florida
$140K -$463 -11 -0.4%
MA
484
Montag & Associates
Georgia
$134K
Bessemer Group
485
Bessemer Group
New Jersey
$132K +$1.05K +25 +0.9%
ST
486
Smithfield Trust
Pennsylvania
$126K -$2.74K -65 -2%
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K
HCM
488
Highlander Capital Management
New Jersey
$119K
HI
489
Harbour Investments
Wisconsin
$115K +$99.7K +2,367 New
PFS
490
Prospera Financial Services
Texas
$111K -$26K -617 -21%
AAM
491
Advisors Asset Management
Colorado
$109K -$163K -3,868 -63%
PI
492
PineBridge Investments
New York
$102K +$71.6K +1,700 +425%
SWA
493
SOA Wealth Advisors
New York
$100K -$2.74K -65 -3%
BWL
494
Bogart Wealth LLC
Virginia
$100K +$34.8K +827 +67%
KTC
495
Kistler-Tiffany Companies
Pennsylvania
$98K +$42 +1 +0%
HFM
496
Hartford Financial Management
Connecticut
$94K
PA
497
Parallel Advisors
California
$94K +$2.4K +57 +3%
UAML
498
US Asset Management LLC
Pennsylvania
$88K
IA
499
IFP Advisors
Florida
$87K
PFGIA
500
Patriot Financial Group Insurance Agency
Massachusetts
$86K +$59.1K +1,404 +377%

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.