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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
476
Spire Wealth Management
Virginia
$70K -$3.49K -99 -5%
WB
477
Webster Bank
Connecticut
$70K – – –
BBHC
478
Brown Brothers Harriman & Co
New York
$69.9K +$6.24K +147 +10%
GI
479
GAMMA Investing
California
$67.4K +$67.4K +1,948 New
GEA
480
Glen Eagle Advisors
New Jersey
$66.5K +$42 +1 +0.1%
PA
481
Parallel Advisors
California
$64.1K -$17K -401 -21%
BFPW
482
BOK Financial Private Wealth
Colorado
$63.6K – – –
MMG
483
Monetary Management Group
Missouri
$63.6K – – –
CB
484
Centennial Bank
Arkansas
$62.6K – – –
TFA
485
Toth Financial Advisory
Virginia
$62.2K – – –
New York State Common Retirement Fund
486
New York State Common Retirement Fund
New York
$62K -$1.94M -45,800 -97%
TIM
487
Tortoise Investment Management
New York
$61.6K +$42 +1 +0.1%
HCM
488
Hollencrest Capital Management
California
$61.3K -$4.37K -103 -7%
MHR
489
Matthew Hamilton Rosenberg
$57.8K – – –
CWM
490
Cranbrook Wealth Management
Michigan
$56.7K +$85 +2 +0.1%
CT
491
Colonial Trust
South Carolina
$56.2K – – –
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56K +$42.4K +1,000 +313%
SA
493
Scarborough Advisors
Maryland
$55.5K +$55.5K +1,309 New
CLOS
494
Compagnie Lombard Odier SCmA
Switzerland
$52.8K – – –
HI
495
Harbour Investments
Wisconsin
$51.5K -$8.19K -193 -14%
CWP
496
Concord Wealth Partners
Virginia
$51K -$19.6K -462 -28%
BWM
497
Baystate Wealth Management
Massachusetts
$51K – – –
S
498
SignatureFD
Georgia
$50.9K -$1.91K -45 -4%
CIA
499
Cape Investment Advisory
Georgia
$50.1K -$4.33K -102 -8%
SIM
500
Studio Investment Management
Illinois
$48.5K +$1.1K +26 +2%
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