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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$144M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$174M
2
Invesco
Invesco
Georgia
-$119M
3
Dodge & Cox
Dodge & Cox
California
-$105M
4
GAM
GuardCap Asset Management
United Kingdom
-$77.1M
5
MIP
Mondrian Investment Partners
United Kingdom
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
501
Cape Investment Advisory
Georgia
$72.9K +$5.64K +117 +8%
TIM
502
Tortoise Investment Management
New York
$70.3K +$48 +1 +0.1%
MG
503
Mather Group
Illinois
$68.4K – – –
CWP
504
Concord Wealth Partners
Virginia
$67.6K -$8.09K -168 -11%
CWM
505
Cranbrook Wealth Management
Michigan
$66.3K +$96 +2 +0.1%
LFG
506
Larson Financial Group
Missouri
$65.5K +$2.6K +54 +4%
SO
507
STRS Ohio
Ohio
$65.3K – – –
SWM
508
Spire Wealth Management
Virginia
$64.3K +$96 +2 +0.1%
CT
509
Colonial Trust
South Carolina
$63.8K – – –
SWA
510
SOA Wealth Advisors
New York
$63K -$12.4K -257 -16%
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$60K – – –
PA
512
Parallel Advisors
California
$60K +$9.06K +188 +18%
IA
513
IFP Advisors
Florida
$58.3K -$915 -19 -2%
Kayne Anderson Rudnick Investment Management
514
Kayne Anderson Rudnick Investment Management
California
$56.6K +$193 +4 +0.3%
HI
515
Harbour Investments
Wisconsin
$54.6K -$43.4K -901 -44%
CFB
516
Cullen/Frost Bankers
Texas
$53.4K -$867 -18 -2%
Walleye Capital
517
Walleye Capital
New York
$53.1K -$798K -16,561 -94%
PMFA
518
Plante Moran Financial Advisors
Michigan
$53K – – –
GWM
519
Geneos Wealth Management
Colorado
$52.8K -$2.46K -51 -4%
QCG
520
Quadrant Capital Group
Ohio
$51.1K +$23.6K +489 +86%
BDL
521
Banque de Luxembourg
Luxembourg
$49.2K +$49.2K +1,018 New
SSB
522
Sandy Spring Bank
Maryland
$48.2K -$1.01K -21 -2%
ACA
523
Atlas Capital Advisors
Wyoming
$47.6K +$47.6K +988 New
CA
524
CoreCap Advisors
Michigan
$47.5K +$48 +1 +0.1%
PFA
525
Pathway Financial Advisers
Indiana
$47.4K +$48 +1 +0.1%
19 20
21
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