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Yum China
YUMC

Overview Fund Activity

730 hedge funds and large institutions have $17.6B invested in Yum China in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 173 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+69
Holders Change %
+10.44%
% of All Funds
11.78%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
134
Increased
173
Reduced
247
Closed
50
Calls
$167M
Puts
$135M
Net Calls
+$31.8M
Net Calls Change
-$37.5M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$182M
2
Wolverine Trading
Wolverine Trading
Illinois
+$66.3M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$57.1M
4
Fidelity International
Fidelity International
Bermuda
+$53.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$44.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$178M
2
PCM
Primavera Capital Management
Cayman Islands
-$175M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$173M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$159M
5
MIP
Mondrian Investment Partners
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
526
Harbour Investments
Wisconsin
$130K +$1.09K +20 +0.8%
ASN
527
Advisory Services Network
Georgia
$130K +$130K +2,381 New
MSCM
528
McElhenny Sheffield Capital Management
Texas
$130K +$130K +2,379 New
SWM
529
Spire Wealth Management
Virginia
$115K -$41.7K -761 -27%
DPI
530
Diversified Portfolios Inc
Michigan
$115K -$83.5K -1,528 -42%
SWA
531
SOA Wealth Advisors
New York
$114K +$219 +4 +0.2%
KTC
532
Kistler-Tiffany Companies
Pennsylvania
$110K – – –
Federated Hermes
533
Federated Hermes
Pennsylvania
$108K -$10.4K -191 -9%
HFM
534
Hartford Financial Management
Connecticut
$106K – – –
PA
535
Parallel Advisors
California
$99.5K -$2.51K -46 -2%
UAML
536
US Asset Management LLC
Pennsylvania
$99K +$99K +1,809 New
LWCFA
537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K – – –
CWP
538
Concord Wealth Partners
Virginia
$95.3K +$95.3K +1,744 New
SIS
539
Sound Income Strategies
Florida
$94.9K – – –
BLC
540
Brown, Lisle/Cummings
Rhode Island
$90.2K +$2.73K +50 +3%
WB
541
Webster Bank
Connecticut
$90K – – –
IA
542
IFP Advisors
Florida
$89K -$15.3K -326 -15%
MRCM
543
M&R Capital Management
New Jersey
$88K – – –
TFS
544
TrustCore Financial Services
Tennessee
$86.8K +$109 +2 +0.1%
BWL
545
Bogart Wealth LLC
Virginia
$86.2K -$26.2K -480 -23%
CFB
546
Cullen/Frost Bankers
Texas
$83K -$1.42K -26 -2%
BBHC
547
Brown Brothers Harriman & Co
New York
$82K – – –
MMG
548
Monetary Management Group
Missouri
$82K – – –
CB
549
Centennial Bank
Arkansas
$80.6K +$80.6K +1,475 New
HCM
550
Hollencrest Capital Management
California
$78.3K +$78.3K +1,433 New
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