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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 %
SSB
576
Sandy Spring Bank
Maryland
$17K -$12.8K -300 -43%
OC
577
Oakworth Capital
Alabama
$17K – – –
CAC
578
Certified Advisory Corp
Florida
$17K – – –
DI
579
Disciplined Investments
Oklahoma
$17K – – –
CAGAS
580
Capital Advisory Group Advisory Services
Minnesota
$17K +$17K +400 New
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$16K -$9.34K -213 -37%
HIA
582
Harbor Investment Advisory
Maryland
$16K – – –
HRC
583
Hoertkorn Richard Charles
$16K – – –
MCM
584
MV Capital Management
Maryland
$16K – – –
JFA
585
JNBA Financial Advisors
Minnesota
$15K – – –
AWM
586
Avondale Wealth Management
Texas
$14K – – –
FHA
587
Flagship Harbor Advisors
Massachusetts
$14K +$43 +1 +0.3%
AT
588
Arden Trust
Delaware
$14K +$14K +336 New
FCA
589
FinTrust Capital Advisors
South Carolina
$13K -$65.2K -1,500 -83%
BL
590
Balentine LLC
Georgia
$13K -$33K -746 -72%
DSC
591
Duncker Streett & Co
Missouri
$13K -$8.67K -200 -40%
HWA
592
HHM Wealth Advisors
Tennessee
$13K +$13K +301 New
CAN
593
Claraphi Advisory Network
United States
$12K +$12K +293 New
HWA
594
Heritage Wealth Advisors
Virginia
$11.4K +$11.4K +267 New
TCM
595
Tradewinds Capital Management
Washington
$11K – – –
BAM
596
Bellevue Asset Management
Washington
$11K – – –
SL
597
Savior LLC
Massachusetts
$11K +$42 +1 +0.4%
EARNEST Partners
598
EARNEST Partners
Georgia
$10K – – –
ADL
599
Asset Dedication LLC
California
$10K +$2.14K +50 +27%
FRA
600
Front Row Advisors
California
$10K +$10K +205 New
22 23
24
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