Yum China
YUMC
644 hedge funds and large institutions have $9.81B invested in Yum China in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 227 reducing their positions, and 78 closing their positions.
23% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 78
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
2% more funds holding
Funds holding: 632 → 644 (+12)
0.25% more ownership
Funds ownership: 77.91% → 78.16% (+0.25%)
7% less capital invested
Capital invested by funds: $10.5B → $9.81B (-$726M)
28% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 227
52% less call options, than puts
Call options by funds: $49.1M | Put options by funds: $102M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$208M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$112M |
| 3 |
O
OppenheimerFunds
New York
|
+$97.4M |
| 4 |
Renaissance Technologies
New York
|
+$33.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$75.9M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$73.1M |
| 3 |
BPIH
Broad Peak Investment Holdings
Singapore
|
-$72.3M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$57.9M |
| 5 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$49.3M |
YUMC Hedge Fund Activity: Q4 2018 in Review
644 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2018, worth a combined $9.81B — down 6.9% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new YUMC positions and 78 closed out — a net gain of 18 holders — while 164 added to existing stakes and 227 trimmed.
The largest buyer was BlackRock, adding an estimated $208M. The largest seller was T. Rowe Price Associates, cutting an estimated $75.9M.
- 644 institutional investors held Yum China (YUMC) as of Q4 2018, up from 632 in Q3 2018.
- Funds reported $9.81B of Yum China stock for Q4 2018, down 6.9% quarter-over-quarter.
- 96 funds opened new Yum China positions in Q4 2018 and 78 closed out, a net change of +18 holders.
- The largest Yum China buyer in Q4 2018 was BlackRock, an estimated $208M added.
- The largest Yum China seller in Q4 2018 was T. Rowe Price Associates, an estimated $75.9M sold.
Based on aggregated 13F filings for Q4 2018.