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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
551
Founders Capital Management (Texas)
Texas
$24K
FBT
552
First Bank & Trust
South Dakota
$23K
TFO
553
Tarbox Family Office
California
$23K
VWA
554
V Wealth Advisors
Kansas
$23K +$21K +581 New
AP
555
Atwood & Palmer
Missouri
$22K
SAM
556
Solaris Asset Management
New York
$22K
BFEC
557
Benjamin F. Edwards & Company
Missouri
$21K
VNA
558
Valley National Advisers
Pennsylvania
$21K
SIM
559
Sonora Investment Management
Arizona
$19.7K
OSNBOA
560
Old Second National Bank of Aurora
Illinois
$18K
LNB
561
Ledyard National Bank
$17K -$8.12K -225 -34%
OC
562
Oakworth Capital
Alabama
$17K
ST
563
Smithfield Trust
Pennsylvania
$17K
CPIG
564
Chicago Partners Investment Group
Illinois
$16K
BWA
565
Burt Wealth Advisors
Maryland
$15K
FCB
566
First Command Bank
Texas
$15K
FCFS
567
First Command Financial Services
Texas
$15K
HRC
568
Hoertkorn Richard Charles
$15K
LA
569
Legacy Advisors
Pennsylvania
$15K
JFA
570
JNBA Financial Advisors
Minnesota
$14K -$3.65K -101 -22%
GAM
571
Gemmer Asset Management
California
$13K
HR
572
Howe & Rusling
New York
$13K
AOWM
573
Alpha Omega Wealth Management
Virginia
$13K +$1.44K +40 +13%
QAM
574
QCI Asset Management
New York
$12K -$3.61K -100 -25%
MFW
575
Mosaic Family Wealth
Missouri
$11K

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.