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Yum China
YUMC

Overview Fund Activity

730 hedge funds and large institutions have $17.6B invested in Yum China in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 173 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+69
Holders Change %
+10.44%
% of All Funds
11.78%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
134
Increased
173
Reduced
247
Closed
50
Calls
$167M
Puts
$135M
Net Calls
+$31.8M
Net Calls Change
-$37.5M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$182M
2
Wolverine Trading
Wolverine Trading
Illinois
+$66.3M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$57.1M
4
Fidelity International
Fidelity International
Bermuda
+$53.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$44.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$178M
2
PCM
Primavera Capital Management
Cayman Islands
-$175M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$173M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$159M
5
MIP
Mondrian Investment Partners
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
501
Welch Group
Alabama
$216K +$216K +3,950 New
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$213K +$63.5K +1,159 +42%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$212K – – –
PTP
504
Platform Technology Partners
New York
$212K +$212K +3,872 New
MWM
505
Modera Wealth Management
New Jersey
$212K +$212K +3,871 New
CSPAM
506
Cary Street Partners Asset Management
Virginia
$211K -$2.62K -48 -1%
SWM
507
SeaCrest Wealth Management
New York
$209K +$209K +3,826 New
PFP
508
Paragon Financial Partners
California
$206K +$206K +3,762 New
FG
509
Foster Group
Iowa
$205K +$205K +3,760 New
HCM
510
Hall Capital Management
Rhode Island
$203K +$203K +3,720 New
SFI
511
SPC Financial Inc
Maryland
$202K +$202K +3,700 New
QCM
512
Quantinno Capital Management
New York
$202K +$202K +3,689 New
BHWM
513
Bar Harbor Wealth Management
New Hampshire
$201K +$201K +3,684 New
CLOS
514
Compagnie Lombard Odier SCmA
Switzerland
$178K – – –
PTC
515
Private Trust Company
Ohio
$164K -$8.26K -151 -5%
CHA
516
Carmichael Hill & Associates
Maryland
$163K – – –
UB
517
UMB Bank
Missouri
$157K -$5.67K -104 -3%
MCC
518
Money Concepts Capital
Florida
$152K +$601 +11 +0.4%
SBIA
519
Sheaff Brock Investment Advisors
Indiana
$149K +$149K +2,735 New
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
$144K -$2.41K -44 -2%
ST
521
Smithfield Trust
Pennsylvania
$142K – – –
Dimensional Fund Advisors
522
Dimensional Fund Advisors
Texas
$135K -$21.1K -386,462 -14%
HCM
523
Highlander Capital Management
New Jersey
$134K – – –
HGERS
524
Householder Group Estate & Retirement Specialist
Arizona
$132K – – –
BWM
525
BerganKDV Wealth Management
Minnesota
$131K -$601 -11 -0.5%
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