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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$412M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$229M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$199M
2
Invesco
Invesco
Georgia
$160M
3
Dodge & Cox
Dodge & Cox
California
$410M
4
GAM
GuardCap Asset Management
United Kingdom
$544M
5
MIP
Mondrian Investment Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
576
Annis Gardner Whiting Capital Advisors
Florida
$19.3K – – –
OIA
577
Optimum Investment Advisors
Illinois
$19.3K – – –
PPC
578
Park Place Capital
Alabama
$19.1K – – –
AIP
579
Ameritas Investment Partners
Nebraska
$19K -$17.5K -364 -48%
BL
580
BFSG LLC
California
$18.7K – – –
Optiver Holding
581
Optiver Holding
Netherlands
$18.6K +$18.6K +387 New
RIL
582
Rothschild Investment LLC
Illinois
$18.5K – – –
BCMLT
583
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.1K +$48 +1 +0.3%
PFBT
584
Parkside Financial Bank & Trust
Missouri
$18K +$886 +18 +5%
GWSA
585
Global Wealth Strategies & Associates
Colorado
$17.6K +$17.6K +365 New
CAM
586
Creekmur Asset Management
Illinois
$17.3K +$1.83K +38 +12%
CWC
587
Carolinas Wealth Consulting
North Carolina
$16.9K – – –
CWM
588
Compass Wealth Management
Connecticut
$16.8K – – –
CMP
589
Coston McIsaac & Partners
Maine
$16K – – –
TSMHT
590
Thurston Springer Miller Herd & Titak
Indiana
$15.8K +$145 +3 +0.9%
HPC
591
HM Payson & Co
Maine
$15.7K -$14.6K -303 -48%
BWM
592
Bernard Wealth Management
Michigan
$15.6K +$15.6K +324 New
BIA
593
Bell Investment Advisors
California
$15.4K +$626 +13 +4%
NRG
594
Nemes Rush Group
Michigan
$15.2K – – –
TRCT
595
Tower Research Capital (TRC)
New York
$15.2K -$159K -3,310 -91%
LC
596
Lindbrook Capital
California
$14.5K +$1.4K +29 +11%
IHWM
597
Iron Horse Wealth Management
Iowa
$14.5K +$48 +1 +0.3%
1IA
598
1620 Investment Advisors
Massachusetts
$14.5K – – –
LDB
599
Lee, Danner & Bass
Tennessee
$14.5K +$14.5K +300 New
ETC
600
Exchange Traded Concepts
Oklahoma
$14.3K -$4.24K -88 -23%
22 23
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