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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
MCM
576
MV Capital Management
Maryland
$11K
BCI
577
Brinker Capital Investments
Pennsylvania
$10K
PK
578
Pflug Koory
Nebraska
$10K +$9.02K +250 New
FC
579
Ferris Capital
Massachusetts
$10K +$9.06K +251 New
HIIFS
580
Harel Insurance Investments & Financial Services
Israel
$9K
SQA
581
Simon Quick Advisors
New Jersey
$9K
LWM
582
Lenox Wealth Management
Ohio
$9K +$8.63K +239 New
CPA
583
Clear Perspective Advisors
Illinois
$8K
CCM
584
Cribstone Capital Management
Maine
$8K
OFS
585
Orrstown Financial Services
Pennsylvania
$8K
EA
586
Edge Advisors
Georgia
$6K -$19.8K -550 -77%
CHP
587
Cable Hill Partners
Oregon
$6K
CCA
588
Catalyst Capital Advisors
New York
$6K +$5.05K +140 New
ADL
589
Asset Dedication LLC
California
$6K +$5.2K +144 New
LCM
590
Liberty Capital Management
Michigan
$5K
MWM
591
Mascoma Wealth Management
New Hampshire
$5K
MWM
592
MinichMacGregor Wealth Management
New York
$5K
BAM
593
Barrett Asset Management
New York
$4K
FPB
594
First PREMIER Bank
South Dakota
$4K
FAM
595
Fred Alger Management
New York
$4K
GBBWRPM
596
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
M
598
MOTCO
Texas
$4K
PA
599
Perennial Advisors
New York
$4K
MLFP
600
MPS Loria Financial Planners
Illinois
$4K +$3.61K +100 New

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.