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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
AIM
501
Anchor Investment Management
South Carolina
$85.6K -$4.21K -100 -5%
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K -$10.5K -249 -12%
MAM
503
Meeder Asset Management
Ohio
$84K -$800 -19 -1%
CWP
504
Concord Wealth Partners
Virginia
$83K
MRCM
505
M&R Capital Management
New Jersey
$78K
BLC
506
Brown, Lisle/Cummings
Rhode Island
$77.6K
TFS
507
TrustCore Financial Services
Tennessee
$77K +$126 +3 +0.2%
BBHC
508
Brown Brothers Harriman & Co
New York
$73K
MMG
509
Monetary Management Group
Missouri
$73K
EWA
510
EverSource Wealth Advisors
Alabama
$73K +$56.3K +1,338 +792%
GEA
511
Glen Eagle Advisors
New Jersey
$71.2K +$4.21K +100 +7%
WB
512
Webster Bank
Connecticut
$70K
MHR
513
Matthew Hamilton Rosenberg
$69K
S
514
SignatureFD
Georgia
$68K +$4.55K +108 +8%
LTI
515
Laffer Tengler Investments
Tennessee
$65.7K -$67.5K -1,604 -54%
SSC
516
Syverson Strege & Co
Iowa
$65K
HI
517
Hudock Inc
Pennsylvania
$65K +$126 +3 +0.2%
SO
518
STRS Ohio
Ohio
$65K +$57.1K +1,355 New
CWM
519
Cranbrook Wealth Management
Michigan
$64K +$42 +1 +0.1%
FHA
520
First Horizon Advisors
Tennessee
$62K -$2.32K -55 -4%
GI
521
Gradient Investments
Minnesota
$59K
BWM
522
Baystate Wealth Management
Massachusetts
$58K
HCP
523
Hexagon Capital Partners
Arkansas
$57K
TWA
524
TCI Wealth Advisors
Arizona
$53K
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52K

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.