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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
$412M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$229M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$199M
2
Invesco
Invesco
Georgia
$160M
3
Dodge & Cox
Dodge & Cox
California
$410M
4
GAM
GuardCap Asset Management
United Kingdom
$544M
5
MIP
Mondrian Investment Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
551
Hantz Financial Services
Michigan
$30K +$48 +1 +0.2%
JFA
552
JNBA Financial Advisors
Minnesota
$29.9K – – –
FCMT
553
Founders Capital Management (Texas)
Texas
$29.9K – – –
BCFD
554
Boit C.F. David
$29.2K – – –
KTC
555
Kentucky Trust Company
Kentucky
$28.9K +$28.9K +600 New
SC
556
Stephens Consulting
Michigan
$28.2K – – –
SN
557
Sittner & Nelson
Oregon
$28K – – –
DAM
558
Delta Asset Management
Tennessee
$27.7K – – –
FMB
559
Field & Main Bank
Kentucky
$27K – – –
OP
560
ORG Partners
Indiana
$26.9K – – –
GM
561
GeoWealth Management
Illinois
$25.5K +$22.3K +462 +690%
MSG
562
Main Street Group
Virginia
$25.3K +$48 +1 +0.2%
HBW
563
Hazlett, Burt & Watson
West Virginia
$25K – – –
GIA
564
GHP Investment Advisors
Colorado
$24.5K – – –
HFM
565
Hartford Financial Management
Connecticut
$24.1K -$69.4K -1,440 -74%
NBT
566
Northwest Bank & Trust
Iowa
$23.5K – – –
CA
567
Crewe Advisors
Utah
$22.9K – – –
OC
568
Oarsman Capital
Wisconsin
$22.6K – – –
AFG
569
Albion Financial Group
Utah
$21.5K +$963 +20 +5%
VCM
570
Versant Capital Management
Arizona
$21.4K -$723 -15 -3%
NB
571
NBT Bank
New York
$21.3K – – –
IGAM
572
iA Global Asset Management
Quebec, Canada
$21K -$301K -6,190 -93%
WTFG
573
Wood Tarver Financial Group
Idaho
$20K +$20K +432 New
HCM
574
Hollencrest Capital Management
California
$19.8K – – –
LCM
575
Logan Capital Management
Pennsylvania
$19.5K – – –
21 22
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