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Yum China
YUMC

Overview Fund Activity

669 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-31
Holders Change %
-4.43%
% of All Funds
14.78%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
65
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$98M
4
SCM
Somerset Capital Management
United Kingdom
+$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.3M
2
BlackRock
BlackRock
New York
-$78.8M
3
MICM
Matthews International Capital Management
California
-$67.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$58.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
526
Berman Capital Advisors
Georgia
$40K +$7.76K +185 +24%
WPA
527
West Paces Advisors
Georgia
$39.4K -$1.92K -45 -5%
GI
528
Gradient Investments
Minnesota
$39K +$893 +21 +2%
CIA
529
Cascade Investment Advisors
Oregon
$38.4K – – –
KFA
530
Krane Funds Advisors
New York
$38K – – –
BWL
531
Bogart Wealth LLC
Virginia
$38K – – –
MAM
532
Meeder Asset Management
Ohio
$37K -$312K -7,292 -89%
CAL
533
Capital Advisors Ltd
Ohio
$35K +$85 +2 +0.2%
AIP
534
Ameritas Investment Partners
Nebraska
$35K +$127 +3 +0.4%
KFI
535
Key Financial Inc
Pennsylvania
$34K +$34K +800 New
KPCM
536
Kings Point Capital Management
New York
$32K – – –
CCM
537
Cox Capital Management
Massachusetts
$32K +$32K +667 New
RWA
538
Ropes Wealth Advisors
Massachusetts
$31K – – –
PCTC
539
Perkins Coie Trust Company
Washington
$29K – – –
AIC
540
Archer Investment Corporation
Indiana
$28K +$2.15K +50 +8%
SWA
541
Sutton Wealth Advisors
Florida
$27.9K +$554 +13 +2%
VCP
542
Verus Capital Partners
Arizona
$27K -$37.1K -870 -58%
DAM
543
Delta Asset Management
Tennessee
$27K -$7.78K -180 -22%
BFEC
544
Benjamin F. Edwards & Company
Missouri
$27K – – –
VNA
545
Valley National Advisers
Pennsylvania
$27K +$1.94K +45 +8%
DCM
546
Davis Capital Management
Florida
$27K +$27K +628 New
PK
547
Pflug Koory
Nebraska
$26K -$5.12K -120 -16%
CYG
548
Clean Yield Group
Vermont
$26K – – –
BFC
549
Bedel Financial Consulting
Indiana
$26K +$256 +6 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
550
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26K +$26K +611 New
20 21
22
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