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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
601
Omnia Family Wealth
Florida
$3K -$3.57K -99 -58%
ARMC
602
American Research & Management Company
Massachusetts
$3K
DSN
603
D. Scott Neal
Kentucky
$3K
WAS
604
WESPAC Advisors SoCal
California
$3K
NA
605
NewEdge Advisors
Louisiana
$2.54K +$2.45K +68 New
WCM
606
Wealthcare Capital Management
Virginia
$2K -$6.5K -180 -82%
JCM
607
Jacobi Capital Management
Pennsylvania
$2K -$1.44K -40 -43%
BCM
608
Blume Capital Management
California
$2K
TCM
609
Tradewinds Capital Management
Washington
$2K
ED
610
Exane Derivatives
France
$1.5K
ZB
611
Zions Bancorporation
Utah
$1K -$2.13K -59 -65%
RCG
612
Ruggie Capital Group
Florida
$1K
SIAS
613
Shine Investment Advisory Services
Colorado
$1K +$577 +16 New
RIA
614
RPG Investment Advisory
California
$1K +$1.01K +28 New
Walleye Trading
615
Walleye Trading
New York
$729 +$667K +18,493 New
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$434 -$2.45K -68 -86%
IWM
617
IHT Wealth Management
Illinois
$2 +$51.8K +1,435 +438%
CM
618
Corvex Management
New York
-$282M -10,352,967 Closed
MNA
619
Manning & Napier Advisors
New York
-$59.7M -2,195,439 Closed
SWITC
620
Stewart West Indies Trading Company
Colorado
-$24.9M -915,000 Closed
MCM
621
Masters Capital Management
Georgia
-$16.3M -600,000 Closed
VanEck Associates
622
VanEck Associates
New York
-$13.7M -503,620 Closed
SIM
623
Summitview Investment Management
Cayman Islands
-$10.9M -400,000 Closed
TC
624
Tairen Capital
Hong Kong
-$7.91M -290,945 Closed
MIAN
625
Mariner Independent Advisor Network
Kansas
-$2.48M -91,333 Closed

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.