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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 %
SC
551
Stephens Consulting
Michigan
$21.2K -$3.39K -80 -14%
AF
552
Arrow Financial
New York
$21.2K – – –
SSB
553
Sandy Spring Bank
Maryland
$21.2K +$21.2K +500 New
NS
554
NBC Securities
Alabama
$21K -$1K -24 -5%
AGWCA
555
Annis Gardner Whiting Capital Advisors
Florida
$20.5K – – –
TCOV
556
Trust Company of Vermont
Vermont
$20.4K – – –
QCG
557
Quadrant Capital Group
Ohio
$18.9K -$13.9K -328 -42%
GRP
558
Global Retirement Partners
California
$18.8K -$2.24K -62 -11%
AFG
559
Albion Financial Group
Utah
$18.1K – – –
LCM
560
Logan Capital Management
Pennsylvania
$17.2K – – –
OIA
561
Optimum Investment Advisors
Illinois
$17K – – –
CAC
562
Core Alternative Capital
Georgia
$17K – – –
PPC
563
Park Place Capital
Alabama
$16.8K +$4.84K +114 +40%
CTA
564
Colonial Trust Advisors
South Carolina
$16.8K -$1.27K -30 -7%
DWMG
565
DB Wealth Management Group
California
$16K – – –
TPCW
566
TD Private Client Wealth
New York
$15.9K -$11.3K -266 -42%
HRC
567
Hoertkorn Richard Charles
$15.8K +$15.8K +372 New
CWC
568
Carolinas Wealth Consulting
North Carolina
$15.1K – – –
BL
569
BFSG LLC
California
$15K +$15K +354 New
CWM
570
Compass Wealth Management
Connecticut
$14.8K -$14.6K -345 -50%
QC
571
Quent Capital
New York
$14.8K +$3.78K +89 +34%
RFG
572
RFP Financial Group
Georgia
$14.4K -$72.6K -1,712 -83%
CAM
573
Creekmur Asset Management
Illinois
$14K +$14K +330 New
CMP
574
Coston McIsaac & Partners
Maine
$14K – – –
RCG
575
Rock Creek Group
District of Columbia
$13.9K -$216K -5,097 -94%
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