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Yum China
YUMC

Overview Fund Activity

624 hedge funds and large institutions have $9.03B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-46
Holders Change %
-6.87%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
59
Increased
191
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

1
PCM
Primavera Capital Management
Cayman Islands
$371M
2
Dodge & Cox
Dodge & Cox
California
$329M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$81.6M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$323M
5
MIP
Mondrian Investment Partners
United Kingdom
$133M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$11.6M
2
Invesco
Invesco
Georgia
$467M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$446M
4
Bank of America
Bank of America
North Carolina
$111M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
576
True Wealth Design
Ohio
$3.08K – – –
CFG
577
CKW Financial Group
Hawaii
$3K – – –
TFGT
578
TS Financial Group (TSFG)
Illinois
$3K – – –
CA
579
Clearstead Advisors
Ohio
$2.99K +$2.47K +80 +471%
FHA
580
First Horizon Advisors
Tennessee
$2.91K -$18.1K -583 -86%
SFA
581
Semmax Financial Advisors
North Carolina
$2.67K – – –
TWC
582
TD Waterhouse Canada
Ontario, Canada
$2.61K – – –
AAG
583
Armstrong Advisory Group
Massachusetts
$2.59K – – –
BC
584
Barrett & Company
Rhode Island
$2.47K – – –
VWM
585
Valley Wealth Managers
New Jersey
$2.47K – – –
DI
586
DAGCO Inc
Ohio
$2.47K – – –
OW
587
Olistico Wealth
Oklahoma
$2.47K +$2.47K +80 New
TPCW
588
TD Private Client Wealth
New York
$2.38K – – –
CJH
589
Christopher J. Hasenberg
Wisconsin
$2.19K +$2.19K +71 New
OLVIG
590
Oliver Lagore Vanvalin Investment Group
Michigan
$2.1K -$1.3K -42 -38%
SL
591
Salomon & Ludwin
Virginia
$2.07K -$617 -20 -23%
GJWM
592
Gilliland Jeter Wealth Management
Arkansas
$1.88K – – –
SWS
593
SYSTM Wealth Solutions
Illinois
$1.85K – – –
SWM
594
Sugarloaf Wealth Management
Georgia
$1.76K – – –
DWA
595
Delos Wealth Advisors
Texas
$1.73K – – –
FLPIM
596
F.L. Putnam Investment Management
Massachusetts
$1.6K +$1.6K +52 New
IGWM
597
ICA Group Wealth Management
Colorado
$1.54K – – –
APC
598
Aspire Private Capital
North Carolina
$1.51K – – –
PGAM
599
Princeton Global Asset Management
New Jersey
$1.42K +$1.42K +46 New
BCM
600
Blume Capital Management
California
$1.23K – – –
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