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Yum China
YUMC

Overview Fund Activity

674 hedge funds and large institutions have $12.7B invested in Yum China in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 185 increasing their positions, 204 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+50
Holders Change %
+8.01%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
125
Increased
185
Reduced
204
Closed
70
Calls
$246M
Puts
$133M
Net Calls
+$113M
Net Calls Change
+$120M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
2
WIM
Waverton Investment Management
United Kingdom
$189M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$607M
4
Principal Financial Group
Principal Financial Group
Iowa
$356M
5
KI
Keystone Investors
Singapore
$99.7M

Top Sellers

1
Invesco
Invesco
Georgia
$261M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$503M
4
EARNEST Partners
EARNEST Partners
Georgia
$3.56M
5
Fidelity International
Fidelity International
Bermuda
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
501
West Paces Advisors
Georgia
$42.7K – – –
AA
502
Addison Advisors
Vermont
$41.8K +$4.01K +89 +11%
LI
503
LRI Investments
Florida
$41.4K – – –
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.3K – – –
EWM
505
Evermay Wealth Management
Virginia
$39.6K -$343K -7,625 -90%
CNBTD
506
Citizens National Bank Trust Department
Mississippi
$39.6K – – –
TFA
507
Toth Financial Advisory
Virginia
$39.6K – – –
SIS
508
Sound Income Strategies
Florida
$39.6K -$360 -8 -0.9%
HCP
509
Hexagon Capital Partners
Arkansas
$39.6K – – –
FFA
510
Farther Finance Advisors
California
$38.1K +$11.6K +258 +44%
CAL
511
Capital Advisors Ltd
Ohio
$38K -$3.56K -80 -9%
VWM
512
Venturi Wealth Management
Texas
$37.9K +$1.13K +25 +3%
GEA
513
Glen Eagle Advisors
New Jersey
$37.6K -$28.5K -633 -43%
AIM
514
Anchor Investment Management
South Carolina
$36.5K -$6.03K -134 -14%
FCA
515
FinTrust Capital Advisors
South Carolina
$36.3K +$1.53K +34 +4%
JSP
516
Jackson Square Partners
California
$36.2K +$36.2K +805 New
National Bank of Canada
517
National Bank of Canada
Quebec, Canada
$35.9K -$31.2K -692 -46%
EBA
518
Eagle Bay Advisors
New York
$34.2K -$14.8K -328 -30%
AIP
519
Ameritas Investment Partners
Nebraska
$34.2K +$180 +4 +0.5%
SAM
520
S.A. Mason
Michigan
$31.5K – – –
TCOV
521
Trust Company of Vermont
Vermont
$30.7K +$9.14K +203 +42%
RTL
522
Red Tortoise LLC
Georgia
$30.7K – – –
BCFD
523
Boit C.F. David
$30.5K – – –
GRP
524
Global Retirement Partners
California
$30K +$1.31K +29 +5%
HPC
525
HM Payson & Co
Maine
$28.3K +$450 +10 +2%
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