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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K -$32.5K -900 -36%
DSC
502
Duncker Streett & Co
Missouri
$55K
WA
503
WFG Advisors
Texas
$54K +$10.9K +303 +28%
IIC
504
Integrated Investment Consultants
Michigan
$51K
Thrivent Financial for Lutherans
505
Thrivent Financial for Lutherans
Minnesota
$51K
BC
506
Bartlett & Co
Ohio
$48K -$3.86K -107 -8%
FMP
507
Financial Management Professionals
Texas
$47K
SPIA
508
Steward Partners Investment Advisory
New York
$46K -$2.67K -74 -6%
CHC
509
City Holding Co
West Virginia
$46K +$3.43K +95 +9%
NA
510
Neuburgh Advisers
California
$45K -$703K -19,470 -94%
BWM
511
Baystate Wealth Management
Massachusetts
$45K
FANJ
512
Financial Architects (New Jersey)
New Jersey
$44K -$28K -775 -41%
ASN
513
Advisory Services Network
Georgia
$44K -$1.88K -52 -4%
PCP
514
Proficio Capital Partners
Massachusetts
$44K +$361 +10 +0.8%
HA
515
Harfst & Associates
Wyoming
$42K
TIM
516
Tortoise Investment Management
New York
$41K
VCM
517
Versant Capital Management
Arizona
$41K
BBHC
518
Brown Brothers Harriman & Co
New York
$40K -$30.7K -852 -46%
DAM
519
Delta Asset Management
Tennessee
$40K -$2.17K -60 -6%
GBT
520
Grove Bank & Trust
Florida
$40K
GI
521
Gradient Investments
Minnesota
$40K +$14.4K +400 +66%
HI
522
Hudock Inc
Pennsylvania
$39K -$3.5K -97 -9%
AIM
523
Acrospire Investment Management
Illinois
$39K +$3.61K +100 +11%
BAM
524
Bruderman Asset Management
New York
$39K +$36.1K +1,000 New
WPA
525
West Paces Advisors
Georgia
$38.2K

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.