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Yum China
YUMC

Overview Fund Activity

624 hedge funds and large institutions have $9.03B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-46
Holders Change %
-6.87%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
59
Increased
191
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

1
PCM
Primavera Capital Management
Cayman Islands
$371M
2
Dodge & Cox
Dodge & Cox
California
$329M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$81.6M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$323M
5
MIP
Mondrian Investment Partners
United Kingdom
$133M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$11.6M
2
Invesco
Invesco
Georgia
$467M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$446M
4
Bank of America
Bank of America
North Carolina
$111M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
501
Annis Gardner Whiting Capital Advisors
Florida
$12.3K -$2.59K -84 -17%
OIA
502
Optimum Investment Advisors
Illinois
$12.3K – – –
PPC
503
Park Place Capital
Alabama
$12.2K – – –
BL
504
BFSG LLC
California
$12K +$1.05K +34 +10%
EWA
505
EverSource Wealth Advisors
Alabama
$11.7K +$6.75K +223 +136%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$11.6K -$1.17K -38 -9%
BCMLT
507
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K – – –
PFBT
508
Parkside Financial Bank & Trust
Missouri
$11.4K – – –
NS
509
NBC Securities
Alabama
$11K – – –
CWC
510
Carolinas Wealth Consulting
North Carolina
$10.8K – – –
CWM
511
Compass Wealth Management
Connecticut
$10.7K – – –
IAIM
512
International Assets Investment Management
Florida
$10.7K +$10.7K +347 New
BIA
513
Bell Investment Advisors
California
$10.5K +$2.31K +75 +28%
CAM
514
Creekmur Asset Management
Illinois
$10.2K – – –
TSMHT
515
Thurston Springer Miller Herd & Titak
Indiana
$10.1K +$10.1K +324 New
VCM
516
Versant Capital Management
Arizona
$10.1K – – –
BFEC
517
Benjamin F. Edwards & Company
Missouri
$10K -$1.14K -37 -10%
CMP
518
Coston McIsaac & Partners
Maine
$10K – – –
NRG
519
Nemes Rush Group
Michigan
$9.74K -$6.17K -200 -39%
RFG
520
RFP Financial Group
Georgia
$9.56K – – –
PFP
521
Pinnacle Financial Partners
Tennessee
$9.55K – – –
1IA
522
1620 Investment Advisors
Massachusetts
$9.25K +$9.25K +300 New
RCG
523
Rock Creek Group
District of Columbia
$9.22K -$5.12K -166 -36%
IHWM
524
Iron Horse Wealth Management
Iowa
$9.21K +$8.4K +272 +1,046%
IUHSA
525
Itau Unibanco Holding S.A.
Brazil
$9.14K +$9.14K +69 New
19 20
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