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Yum China
YUMC

Overview Fund Activity

740 hedge funds and large institutions have $20.4B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+10
Holders Change %
+1.37%
% of All Funds
11.84%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
89
Increased
218
Reduced
219
Closed
66
Calls
$83.7M
Puts
$57.9M
Net Calls
+$25.7M
Net Calls Change
-$6.06M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
4
VAM
Veritas Asset Management
United Kingdom
+$78.6M
5
Bank of America
Bank of America
North Carolina
+$64M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$66.3M
5
Millennium Management
Millennium Management
New York
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
526
Sheaff Brock Investment Advisors
Indiana
$205K +$31.9K +503 +18%
VVP
527
Venture Visionary Partners
Ohio
$203K +$203K +3,197 New
LCM
528
LCM Capital Management
Illinois
$200K +$200K +3,160 New
CHA
529
Carmichael Hill & Associates
Maryland
$189K – – –
UB
530
UMB Bank
Missouri
$182K -$254 -4 -0.1%
ST
531
Smithfield Trust
Pennsylvania
$165K – – –
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$162K -$4.06K -64 -2%
HGERS
533
Householder Group Estate & Retirement Specialist
Arizona
$154K – – –
Federated Hermes
534
Federated Hermes
Pennsylvania
$151K +$26.1K +412 +21%
SWM
535
Spire Wealth Management
Virginia
$145K +$12.3K +194 +9%
ASN
536
Advisory Services Network
Georgia
$133K -$17.4K -275 -12%
SWA
537
SOA Wealth Advisors
New York
$132K +$190 +3 +0.1%
HFM
538
Hartford Financial Management
Connecticut
$123K – – –
HI
539
Harbour Investments
Wisconsin
$123K -$28.7K -453 -19%
BBHC
540
Brown Brothers Harriman & Co
New York
$122K +$26.7K +421 +28%
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$120K -$7.35K -116 -6%
PA
542
Parallel Advisors
California
$119K +$3.55K +56 +3%
HBT
543
Hills Bank & Trust
Iowa
$115K +$115K +1,819 New
UAML
544
US Asset Management LLC
Pennsylvania
$115K – – –
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K – – –
SIS
546
Sound Income Strategies
Florida
$110K – – –
O
547
Ossiam
France
$107K -$212K -3,348 -66%
MIP
548
Mondrian Investment Partners
United Kingdom
$106K -$51M -810,802 -100%
LFASL
549
Lugano Financial Advisors SA (LFA)
Switzerland
$106K -$158K -2,498 -60%
BLC
550
Brown, Lisle/Cummings
Rhode Island
$105K – – –
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