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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Geneos Wealth Management
Colorado
$41K -$311K -6,473 -88%
HPC
527
HM Payson & Co
Maine
$41K -$96 -2 -0.2%
CAL
528
Capital Advisors Ltd
Ohio
$41K +$96 +2 +0.2%
MFA
529
McClarren Financial Advisors
Pennsylvania
$41K +$41.8K +871 New
AA
530
Addison Advisors
Vermont
$40K
EWA
531
EverSource Wealth Advisors
Alabama
$39K -$33.2K -691 -46%
KFI
532
Key Financial Inc
Pennsylvania
$38K
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K -$9.75K -203 -19%
QCG
534
Quadrant Capital Group
Ohio
$37K +$5.96K +124 +19%
LC
535
Lindbrook Capital
California
$36K -$13.8K -288 -28%
WTA
536
Washington Trust Advisors
Massachusetts
$36K -$4.95K -103 -12%
MWC
537
MBM Wealth Consultants
Missouri
$36K
HS
538
Horan Securities
United States
$35K
AIP
539
Ameritas Investment Partners
Nebraska
$35K +$48 +1 +0.1%
OIA
540
Optimum Investment Advisors
Illinois
$33K
DBG
541
De Burlo Group
Massachusetts
$31.8K +$32.3K +672 New
Bank of Montreal
542
Bank of Montreal
Ontario, Canada
$31.6K +$20.3M +422,129 +183%
S
543
Surevest
California
$30K +$96 +2 +0.3%
SWA
544
Sutton Wealth Advisors
Florida
$29.6K +$528 +11 +2%
FCMT
545
Founders Capital Management (Texas)
Texas
$29K
HNWAG
546
High Net Worth Advisory Group
Florida
$29K
MCM
547
MV Capital Management
Maryland
$29K
FWM
548
Focused Wealth Management
New York
$29K +$48 +1 +0.2%
CYG
549
Clean Yield Group
Vermont
$28K
HIA
550
Harbor Investment Advisory
Maryland
$28K +$17.3K +360 +157%

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.