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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
551
Archer Investment Corporation
Indiana
$28K +$5.09K +106 +22%
SC
552
Stephens Consulting
Michigan
$27.5K
JFA
553
JNBA Financial Advisors
Minnesota
$27K
SN
554
Sittner & Nelson
Oregon
$27K
TIM
555
Tevis Investment Management
Texas
$27K
ZIG
556
Zullo Investment Group
Pennsylvania
$27K
CP
557
Castleview Partners
Texas
$26K -$99.1K -2,064 -79%
CI Investments Inc
558
CI Investments Inc
Ontario, Canada
$26K -$23.3K -485 -47%
FMB
559
Field & Main Bank
Kentucky
$26K
AF
560
Arrow Financial
New York
$24K
GIA
561
GHP Investment Advisors
Colorado
$24K
HBW
562
Hazlett, Burt & Watson
West Virginia
$24K
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K
ONST
564
Old North State Trust
North Carolina
$24K +$24K +500 New
PAI
565
Pittenger & Anderson Inc
Nebraska
$24K +$24K +500 New
Jones Financial Companies
566
Jones Financial Companies
Missouri
$23K
SC
567
Solstein Capital
California
$22K
SC
568
Seldon Capital
California
$21K
AFG
569
Albion Financial Group
Utah
$20K
DI
570
Disciplined Investments
Oklahoma
$19K
LCM
571
Logan Capital Management
Pennsylvania
$19K
LFG
572
Larson Financial Group
Missouri
$19K +$48 +1 +0.3%
CPFP
573
Clear Perspectives Financial Planning
Ohio
$18K
HRC
574
Hoertkorn Richard Charles
$18K
VNA
575
Valley National Advisers
Pennsylvania
$18K

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.