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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
476
Highlander Capital Management
New Jersey
$116K
HI
477
Harbour Investments
Wisconsin
$115K
BWM
478
BerganKDV Wealth Management
Minnesota
$114K -$231K -4,800 -67%
HGERS
479
Householder Group Estate & Retirement Specialist
Arizona
$114K +$117K +2,429 New
PFPT
480
Pinnacle Financial Partners (Tennessee)
Tennessee
$107K -$243K -5,065 -69%
PI
481
PineBridge Investments
New York
$107K +$8.02K +167 +8%
Federated Hermes
482
Federated Hermes
Pennsylvania
$103K +$93.1K +1,939 +854%
SWA
483
SOA Wealth Advisors
New York
$98K +$192 +4 +0.2%
BWL
484
Bogart Wealth LLC
Virginia
$97K +$48 +1 +0%
KTC
485
Kistler-Tiffany Companies
Pennsylvania
$95K
HFM
486
Hartford Financial Management
Connecticut
$92K
IA
487
IFP Advisors
Florida
$89K +$2.64K +55 +3%
PA
488
Parallel Advisors
California
$88K -$3.55K -74 -4%
Bessemer Group
489
Bessemer Group
New Jersey
$84K -$46.3K -965 -35%
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K
SIS
491
Sound Income Strategies
Florida
$82K +$80K +1,666 +2,346%
MAM
492
Meeder Asset Management
Ohio
$80K -$2.26K -47 -3%
WB
493
Webster Bank
Connecticut
$78K +$9.61K +200 +14%
MRCM
494
M&R Capital Management
New Jersey
$76K
BLC
495
Brown, Lisle/Cummings
Rhode Island
$75.7K
TFS
496
TrustCore Financial Services
Tennessee
$75K +$144 +3 +0.2%
CFB
497
Cullen/Frost Bankers
Texas
$73K -$96.5K -2,009 -57%
BBHC
498
Brown Brothers Harriman & Co
New York
$71K
MMG
499
Monetary Management Group
Missouri
$71K
WFA
500
Wipfli Financial Advisors
Wisconsin
$65K +$66.2K +1,378 New

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.