YUMC icon

Yum China
YUMC

Overview Fund Activity

669 hedge funds and large institutions have $13.5B invested in Yum China in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 209 increasing their positions, 248 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-31
Holders Change %
-4.43%
% of All Funds
14.78%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
65
Increased
209
Reduced
248
Closed
93
Calls
$88.8M
Puts
$92.4M
Net Calls
-$3.62M
Net Calls Change
-$19M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$98M
4
SCM
Somerset Capital Management
United Kingdom
+$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.3M
2
BlackRock
BlackRock
New York
-$78.8M
3
MICM
Matthews International Capital Management
California
-$67.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$58.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
601
Kore Private Wealth
New York
$10K +$10K +245 New
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$1.26K -29 -12%
TPWA
603
TRUE Private Wealth Advisors
Oregon
$9K – – –
CCM
604
Cribstone Capital Management
Maine
$9K – – –
ZB
605
Zions Bancorporation
Utah
$8K -$82 -2 -1%
TFGT
606
TS Financial Group (TSFG)
Illinois
$8K – – –
SWM
607
Selective Wealth Management
Virginia
$8K – – –
PWMG
608
Prestige Wealth Management Group
New Jersey
$8K +$4.7K +114 +143%
TFO
609
Tarbox Family Office
California
$7K -$81 -2 -1%
SC
610
Sawyer & Company
Massachusetts
$7K – – –
PCA
611
Providence Capital Advisors
North Carolina
$7K – – –
SCA
612
Stonebridge Capital Advisors
Minnesota
$7K – – –
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$6K -$66.7K -1,600 -92%
WCG
614
Weaver Consulting Group
California
$6K – – –
ETC
615
Exchange Traded Concepts
Oklahoma
$5K -$1.61K -39 -24%
IFAM
616
Institutional & Family Asset Management
Colorado
$5K -$1.01K -22 -17%
MF
617
Manchester Financial
California
$5K – – –
HGWM
618
Harvest Group Wealth Management
Massachusetts
$5K – – –
OSNBOA
619
Old Second National Bank of Aurora
Illinois
$5K – – –
AP
620
Atwood & Palmer
Missouri
$5K – – –
CCA
621
Column Capital Advisors
Indiana
$5K – – –
FMP
622
Financial Management Professionals
Texas
$5K – – –
WAS
623
Winch Advisory Services
Wisconsin
$5K – – –
TC
624
Truvestments Capital
Florida
$5K +$5K +120 New
BII
625
Bainco International Investors
Massachusetts
$5K +$5K +125 New
23 24
25
26 27