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Yum China
YUMC

Overview Fund Activity

740 hedge funds and large institutions have $20.4B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+10
Holders Change %
+1.37%
% of All Funds
11.84%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
89
Increased
218
Reduced
219
Closed
66
Calls
$83.7M
Puts
$57.9M
Net Calls
+$25.7M
Net Calls Change
-$6.06M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
4
VAM
Veritas Asset Management
United Kingdom
+$78.6M
5
Bank of America
Bank of America
North Carolina
+$64M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$66.3M
5
Millennium Management
Millennium Management
New York
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
576
Gradient Investments
Minnesota
$66.6K +$4.63K +73 +7%
TIM
577
Tortoise Investment Management
New York
$66.6K – – –
TCM
578
TD Capital Management
Tennessee
$66.1K – – –
BFPW
579
BOK Financial Private Wealth
Colorado
$63.4K – – –
PFA
580
Pathway Financial Advisers
Indiana
$62.4K – – –
FHA
581
First Horizon Advisors
Tennessee
$62.3K – – –
WPA
582
West Paces Advisors
Georgia
$60.2K – – –
AIM
583
Anchor Investment Management
South Carolina
$59.8K – – –
GWM
584
Geneos Wealth Management
Colorado
$59.3K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
585
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.9K -$8.64M -136,298 -99%
QCG
586
Quadrant Capital Group
Ohio
$58K +$3.17K +50 +6%
RFA
587
Resurgent Financial Advisors
Georgia
$57.6K – – –
TWA
588
TCI Wealth Advisors
Arizona
$57.4K -$63 -1 -0.1%
CIA
589
Cascade Investment Advisors
Oregon
$57.1K +$57.1K +900 New
PFBT
590
Parkside Financial Bank & Trust
Missouri
$56.9K +$63 +1 +0.1%
IAIM
591
International Assets Investment Management
Florida
$56.7K +$56.7K +894 New
VWM
592
Venturi Wealth Management
Texas
$56.3K +$56.3K +888 New
HPC
593
HM Payson & Co
Maine
$56.2K – – –
JIR
594
James Investment Research
Ohio
$56K +$56K +881 New
CNBTD
595
Citizens National Bank Trust Department
Mississippi
$55.8K – – –
CAL
596
Capital Advisors Ltd
Ohio
$55K +$128 +2 +0.2%
WPWM
597
Western Pacific Wealth Management
Illinois
$54.2K – – –
MFA
598
McClarren Financial Advisors
Pennsylvania
$54K +$62 +1 +0.1%
AA
599
Addison Advisors
Vermont
$53.2K – – –
PFG
600
Piershale Financial Group
Illinois
$52.6K +$127 +2 +0.2%
22 23
24
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