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Yum China
YUMC

628 hedge funds and large institutions have $9.05B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 194 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.7% more ownership

Funds ownership: 71.1% → 74.79% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 212

7% less funds holding

Funds holding: 673 → 628 (-45)

16% less call options, than puts

Call options by funds: $39.5M | Put options by funds: $46.9M

24% less capital invested

Capital invested by funds: $11.9B → $9.05B (-$2.82B)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

35% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 93

Holders
628
Holders Change
-45
Holders Change %
-6.69%
% of All Funds
9.07%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
60
Increased
194
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

Rank Fund Capital Flow
1
PCM
Primavera Capital Management
Cayman Islands
+$441M
2
Dodge & Cox
Dodge & Cox
California
+$145M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$93.3M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$58.6M
5
MIP
Mondrian Investment Partners
United Kingdom
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$121M
2
Invesco
Invesco
Georgia
-$119M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$83.5M
4
Bank of America
Bank of America
North Carolina
-$72M
5
N
Nuveen
North Carolina
-$72M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
576
Heritage Wealth Advisors
Virginia
$3.18K +$3.77K +103 New
SHIM
577
Stone House Investment Management
Pennsylvania
$3.13K +$37 +1 +1%
FGAM
578
Financial Gravity Asset Management
Texas
$3.08K -$6K -164 -62%
TWD
579
True Wealth Design
Ohio
$3.08K – – –
CFG
580
CKW Financial Group
Hawaii
$3K – – –
TFGT
581
TS Financial Group (TSFG)
Illinois
$3K – – –
CA
582
Clearstead Advisors
Ohio
$2.99K +$2.93K +80 +471%
FHA
583
First Horizon Advisors
Tennessee
$2.91K -$21.3K -583 -86%
SFA
584
Semmax Financial Advisors
North Carolina
$2.67K – – –
TWC
585
TD Waterhouse Canada
Ontario, Canada
$2.61K – – –
AAG
586
Armstrong Advisory Group
Massachusetts
$2.59K – – –
BC
587
Barrett & Company
Rhode Island
$2.47K – – –
DI
588
DAGCO Inc
Ohio
$2.47K – – –
VWM
589
Valley Wealth Managers
New Jersey
$2.47K – – –
OW
590
Olistico Wealth
Oklahoma
$2.47K +$2.93K +80 New
TPCW
591
TD Private Client Wealth
New York
$2.38K – – –
CJH
592
Christopher J. Hasenberg
Wisconsin
$2.19K +$2.6K +71 New
OLVIG
593
Oliver Lagore Vanvalin Investment Group
Michigan
$2.1K -$1.54K -42 -38%
SL
594
Salomon & Ludwin
Virginia
$2.07K -$732 -20 -23%
GJWM
595
Gilliland Jeter Wealth Management
Arkansas
$1.88K – – –
SWS
596
SYSTM Wealth Solutions
Illinois
$1.85K – – –
SWM
597
Sugarloaf Wealth Management
Georgia
$1.76K – – –
DWA
598
Delos Wealth Advisors
Texas
$1.73K – – –
FLPIM
599
F.L. Putnam Investment Management
Massachusetts
$1.6K +$1.9K +52 New
IGWM
600
ICA Group Wealth Management
Colorado
$1.54K – – –
22 23
24
25 26

YUMC Hedge Fund Activity: Q2 2024 in Review

628 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2024, worth a combined $9.05B — down 24% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of YUMC and 60 opened new positions — a net loss of 33 holders — while 212 trimmed existing stakes and 194 added.

The largest buyer was Primavera Capital Management, opening a new position worth an estimated $441M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $121M.

  • 628 institutional investors held Yum China (YUMC) as of Q2 2024, down from 673 in Q1 2024.
  • Funds reported $9.05B of Yum China stock for Q2 2024, down 24% quarter-over-quarter.
  • 60 funds opened new Yum China positions in Q2 2024 and 93 closed out, a net change of -33 holders.
  • The largest Yum China buyer in Q2 2024 was Primavera Capital Management, an estimated $441M added.
  • The largest Yum China seller in Q2 2024 was Mitsubishi UFJ Trust & Banking, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2024.