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Yum China
YUMC

Overview Fund Activity

669 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-31
Holders Change %
-4.43%
% of All Funds
14.78%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
65
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$98M
4
SCM
Somerset Capital Management
United Kingdom
+$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.3M
2
BlackRock
BlackRock
New York
-$78.8M
3
MICM
Matthews International Capital Management
California
-$67.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$58.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
551
First Bank & Trust
South Dakota
$25K – – –
EWM
552
EPG Wealth Management
Georgia
$25K +$22.2K +533 +808%
HPC
553
HM Payson & Co
Maine
$24K -$1.56K -37 -6%
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$24K +$21.1K +488 +739%
PCMK
555
Paragon Capital Management (Kansas)
Kansas
$24K +$24K +572 New
PGAM
556
Princeton Global Asset Management
New Jersey
$23K -$5.67K -135 -20%
LFG
557
Larson Financial Group
Missouri
$23K +$87 +2 +0.4%
CFG
558
Citizens Financial Group
Rhode Island
$23K +$5.31K +123 +30%
VAIA
559
Virtus Alternative Investment Advisers
Connecticut
$22K +$13.2K +311 +149%
SIS
560
Sound Income Strategies
Florida
$22K +$22K +520 New
AWA
561
Arkadios Wealth Advisors
Georgia
$21.3K +$4.95K +116 +30%
OIA
562
Optimum Investment Advisors
Illinois
$21K -$13K -309 -38%
JWA
563
JFS Wealth Advisors
Pennsylvania
$21K -$3.53K -84 -14%
AF
564
Arrow Financial
New York
$21K – – –
CBT
565
Capital Bank & Trust
California
$21K – – –
BHWM
566
Bay Harbor Wealth Management
Maryland
$21K – – –
PA
567
Procyon Advisors
Connecticut
$20K -$809 -19 -4%
RFA
568
Reilly Financial Advisors
California
$20K – – –
TFA
569
Toth Financial Advisory
Virginia
$20K – – –
GWS
570
Glassman Wealth Services
Virginia
$20K +$2.23K +52 +13%
SC
571
Solstein Capital
California
$20K +$16.2K +379 +421%
DWM
572
Darwin Wealth Management
Florida
$20K +$20K +475 New
VCM
573
Versant Capital Management
Arizona
$19K -$1.45K -34 -7%
AssetMark Inc
574
AssetMark Inc
California
$19K +$13.8K +317 +264%
FL
575
Fort LP
Maryland
$19K +$19K +439 New
21 22
23
24 25