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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$144M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$174M
2
Invesco
Invesco
Georgia
-$119M
3
Dodge & Cox
Dodge & Cox
California
-$105M
4
GAM
GuardCap Asset Management
United Kingdom
-$77.1M
5
MIP
Mondrian Investment Partners
United Kingdom
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
526
West Paces Advisors
Georgia
$45.7K – – –
AA
527
Addison Advisors
Vermont
$44.8K – – –
VWM
528
Venturi Wealth Management
Texas
$44.3K +$3.71K +77 +9%
EWM
529
Evermay Wealth Management
Virginia
$42.4K – – –
CNBTD
530
Citizens National Bank Trust Department
Mississippi
$42.4K – – –
SIS
531
Sound Income Strategies
Florida
$42.4K – – –
HCP
532
Hexagon Capital Partners
Arkansas
$42.3K – – –
EWA
533
EverSource Wealth Advisors
Alabama
$42.3K +$15.6K +324 +58%
LI
534
LRI Investments
Florida
$42.2K – – –
MFA
535
McClarren Financial Advisors
Pennsylvania
$42K -$1.9K -40 -4%
CAL
536
Capital Advisors Ltd
Ohio
$41K +$144 +3 +0.4%
GEA
537
Glen Eagle Advisors
New Jersey
$40.3K – – –
AIM
538
Anchor Investment Management
South Carolina
$39K – – –
GK
539
Graney & King
New York
$38.8K +$38.8K +806 New
EBA
540
Eagle Bay Advisors
New York
$36.6K – – –
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$35.5K +$9.68K +201 +37%
PWA
542
Physician Wealth Advisors
Utah
$35.1K +$35.1K +730 New
QC
543
Quent Capital
New York
$35K +$8.58K +178 +32%
SAM
544
S.A. Mason
Michigan
$33.7K – – –
RTL
545
Red Tortoise LLC
Georgia
$32.8K – – –
TCOV
546
Trust Company of Vermont
Vermont
$32.8K -$145 -3 -0.4%
FFA
547
Farther Finance Advisors
California
$32K -$8.77K -182 -22%
GRP
548
Global Retirement Partners
California
$31.1K -$1.01K -21 -3%
BC
549
Bayforest Capital
United Kingdom
$30.3K +$30.3K +630 New
SAM
550
Smartleaf Asset Management
Massachusetts
$30.2K +$10K +209 +50%
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