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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 %
WIA
501
Wetzel Investment Advisors
Indiana
$48K +$48K +1,138 New
LFG
502
Larson Financial Group
Missouri
$47.1K +$42 +1 +0.1%
N
503
Natixis
France
$46.8K -$496K -11,687 -91%
BCM
504
Bluefin Capital Management
New York
$46.2K +$46.2K +1,092 New
GI
505
Gradient Investments
Minnesota
$46K -$1.7K -40 -4%
TCM
506
TD Capital Management
Tennessee
$44.4K +$42 +1 +0.1%
FHA
507
First Horizon Advisors
Tennessee
$43.9K -$23.2K -547 -35%
TSWM
508
Tyler-Stone Wealth Management
Ohio
$42.4K -$8.49K -200 -17%
HCM
509
Highlander Capital Management
New Jersey
$42.4K – – –
BAM
510
BOCHK Asset Management
Hong Kong
$42.4K +$42.4K +1,000 New
PFA
511
Pathway Financial Advisers
Indiana
$41.8K – – –
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –
WPA
513
West Paces Advisors
Georgia
$40.3K – – –
AIM
514
Anchor Investment Management
South Carolina
$40.1K – – –
GWM
515
Geneos Wealth Management
Colorado
$38.3K -$2.04K -48 -5%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.1K +$36.9K +870 +3,107%
SIS
517
Sound Income Strategies
Florida
$37.6K – – –
CNBTD
518
Citizens National Bank Trust Department
Mississippi
$37.3K – – –
HCP
519
Hexagon Capital Partners
Arkansas
$37.3K – – –
CAL
520
Capital Advisors Ltd
Ohio
$37K +$128 +3 +0.3%
MFA
521
McClarren Financial Advisors
Pennsylvania
$37K +$126 +3 +0.3%
PMEF
522
Point72 Middle East FZE
United Arab Emirates
$36.6K +$36.6K +863 New
WPWM
523
Western Pacific Wealth Management
Illinois
$36.3K – – –
AA
524
Addison Advisors
Vermont
$35.6K – – –
IA
525
IFP Advisors
Florida
$34.7K -$4.41K -104 -11%
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