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Yum China
YUMC

Overview Fund Activity

731 hedge funds and large institutions have $17.8B invested in Yum China in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 225 increasing their positions, 224 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
11.53%
Holding in Top 10
11
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-47.62%
% of All Funds
0.17%
New
72
Increased
225
Reduced
224
Closed
73
Calls
$55.2M
Puts
$35.3M
Net Calls
+$19.9M
Net Calls Change
-$5.84M

Top Buyers

1
Man Group
Man Group
United Kingdom
+$83.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$79.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$40.5M
4
Fidelity International
Fidelity International
Bermuda
+$40.5M
5
Legal & General Group
Legal & General Group
United Kingdom
+$38.9M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$642M
2
Invesco
Invesco
Georgia
-$273M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$131M
4
SCM
Somerset Capital Management
United Kingdom
-$76M
5
PCM
Primavera Capital Management
Cayman Islands
-$64.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
476
SJS Investment Consulting
Ohio
$247K – – –
SSWM
477
Smith Salley Wealth Management
North Carolina
$245K +$791 +14 +0.3%
BRM
478
Boston Research & Management
Massachusetts
$244K – – –
MWM
479
Modera Wealth Management
New Jersey
$243K +$19K +336 +8%
H
480
HoyleCohen
California
$243K – – –
6F
481
626 Financial
Michigan
$242K – – –
PCM
482
Parsons Capital Management
Rhode Island
$241K -$69.2K -1,225 -22%
TAM
483
Taurus Asset Management
New York
$241K – – –
KTC
484
Kistler-Tiffany Companies
Pennsylvania
$239K +$132K +2,338 +123%
Chevy Chase Trust
485
Chevy Chase Trust
Maryland
$238K -$9.49K -168 -4%
BRWA
486
B. Riley Wealth Advisors
Florida
$238K +$238K +4,206 New
SC
487
Savant Capital
Illinois
$237K -$5.88K -104 -2%
AWM
488
Avior Wealth Management
Nebraska
$235K +$3.56K +63 +2%
MYIA
489
Mount Yale Investment Advisors
Colorado
$233K -$42.3K -749 -15%
GHA
490
GW Henssler & Associates
Georgia
$232K -$45.3K -801 -16%
SWM
491
Seed Wealth Management
Illinois
$231K – – –
JWBC
492
J.W. Burns & Co
New York
$229K – – –
CAM
493
Cypress Asset Management
Texas
$229K -$79.1K -1,400 -26%
IWM
494
IHT Wealth Management
Illinois
$228K +$38.3K +677 +20%
EI
495
Ellevest Inc
New York
$227K -$83.2K -1,473 -27%
CAAM
496
Cornerstone Advisors Asset Management
Pennsylvania
$226K – – –
CCG
497
Ceeto Capital Group
Florida
$226K +$226K +4,000 New
SSI
498
Scott & Selber Inc
Texas
$226K +$226K +4,000 New
HWM
499
HB Wealth Management
Georgia
$226K +$2.71K +48 +1%
BHBT
500
Burke & Herbert Bank & Trust
Virginia
$226K -$44.1K -781 -16%
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