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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
526
Virtus Fund Advisers
Connecticut
$36K
WIM
527
Westside Investment Management
California
$35K -$3.03K -84 -8%
SSB
528
Sandy Spring Bank
Maryland
$35K
RFA
529
Reilly Financial Advisors
California
$34K +$14.4K +400 +85%
GXMC
530
Global X Management Company
New York
$34K +$31K +860 New
MCIM
531
Meadow Creek Investment Management
Georgia
$33K -$511K -14,160 -94%
CAL
532
Capital Advisors Ltd
Ohio
$32K
GI
533
GS Investments
Minnesota
$30.2K +$27.7K +767 New
AF
534
Allworth Financial
California
$30K -$830 -23 -3%
AC
535
Alexandria Capital
Virginia
$30K -$144 -4 -0.5%
FPFS
536
First Personal Financial Services
North Carolina
$30K
KPCM
537
Kings Point Capital Management
New York
$30K
MAM
538
Magellan Asset Management
Australia
$30K +$27.3K +756 New
AF
539
Arrow Financial
New York
$28K
HWM
540
Holloway Wealth Management
Florida
$28K
GEA
541
Glen Eagle Advisors
New Jersey
$27.4K
AssetMark Inc
542
AssetMark Inc
California
$27K -$5.88K -163 -19%
PCTC
543
Perkins Coie Trust Company
Washington
$27K
VIA
544
Vantage Investment Advisors
Pennsylvania
$26K -$8.12K -225 -25%
DBT
545
Dubuque Bank & Trust
Iowa
$26K
MCA
546
Mercer Capital Advisers
New Jersey
$26K
QCG
547
Quadrant Capital Group
Ohio
$26K +$9.89K +274 +54%
FHA
548
First Horizon Advisors
Tennessee
$25K -$14K -388 -37%
SWA
549
Sutton Wealth Advisors
Florida
$24.8K
FWM
550
Focused Wealth Management
New York
$24K

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.