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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
Dodge & Cox
Dodge & Cox
California
+$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$93.8M
4
MIP
Mondrian Investment Partners
United Kingdom
+$68.7M
5
Man Group
Man Group
United Kingdom
+$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
2
AI
Axiom Investors
Connecticut
-$78.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
4
BlackRock
BlackRock
New York
-$67M
5
SCM
Somerset Capital Management
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
526
Venturi Wealth Management
Texas
$33.9K – – –
AIP
527
Ameritas Investment Partners
Nebraska
$31.8K +$85 +2 +0.3%
FFA
528
Farther Finance Advisors
California
$30.8K +$2.97K +70 +11%
HFS
529
Hantz Financial Services
Michigan
$30K +$42 +1 +0.1%
SAM
530
S.A. Mason
Michigan
$29.7K -$17K -400 -36%
RTL
531
Red Tortoise LLC
Georgia
$28.9K – – –
BCFD
532
Boit C.F. David
$27.5K +$27.5K +320 New
LC
533
Lindbrook Capital
California
$27.2K -$764 -18 -3%
FCMT
534
Founders Capital Management (Texas)
Texas
$26.3K – – –
HPC
535
HM Payson & Co
Maine
$26.2K -$25.5K -600 -49%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$26K -$10.6K -250 -29%
TWC
537
TD Waterhouse Canada
Ontario, Canada
$26K -$10.5K -204 -29%
HIA
538
Harbor Investment Advisory
Maryland
$25K – – –
JFA
539
JNBA Financial Advisors
Minnesota
$24.7K – – –
SN
540
Sittner & Nelson
Oregon
$24.7K – – –
DAM
541
Delta Asset Management
Tennessee
$24.4K – – –
FMB
542
Field & Main Bank
Kentucky
$23.8K – – –
CFB
543
Cullen/Frost Bankers
Texas
$23.7K -$43.3K -1,020 -65%
EBA
544
Eagle Bay Advisors
New York
$23.1K – – –
BFEC
545
Benjamin F. Edwards & Company
Missouri
$23K +$19.3K +446 +525%
HBW
546
Hazlett, Burt & Watson
West Virginia
$22K – – –
NRG
547
Nemes Rush Group
Michigan
$21.9K – – –
LWANC
548
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.6K – – –
GIA
549
GHP Investment Advisors
Colorado
$21.6K – – –
RIL
550
Rothschild Investment LLC
Illinois
$21.5K +$21.5K +506 New
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