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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
601
Bank of Montreal
Ontario, Canada
$11.1K -$365K -8,663 -4%
HIA
602
Harbor Investment Advisory
Maryland
$11K
TH
603
TCTC Holdings
Texas
$11K
Federated Hermes
604
Federated Hermes
Pennsylvania
$11K +$9.56K +227 New
GIA
605
Goodwin Investment Advisory
Georgia
$10.1K -$6.4K -152 -42%
CCM
606
Cribstone Capital Management
Maine
$10K -$211 -5 -2%
M
607
MOTCO
Texas
$10K
PK
608
Pflug Koory
Nebraska
$10K
DWP
609
Destiny Wealth Partners
Florida
$10K +$5.47K +130 +191%
CFGS
610
Concourse Financial Group Securities
Alabama
$9K -$3.58K -85 -32%
AWM
611
Accel Wealth Management
Iowa
$9K
FCA
612
FinTrust Capital Advisors
South Carolina
$9K
GA
613
GoalVest Advisory
New York
$9K
PCG
614
Private Capital Group
Connecticut
$8K -$1.85K -44 -22%
ANBT
615
American National Bank & Trust
Texas
$8K
AFS
616
Annapolis Financial Services
Maryland
$8K
BAM
617
Baldrige Asset Management
Pennsylvania
$8K
EARNEST Partners
618
EARNEST Partners
Georgia
$8K
MA
619
MCF Advisors
Kentucky
$8K
PCA
620
Providence Capital Advisors
North Carolina
$8K
SCA
621
Stonebridge Capital Advisors
Minnesota
$8K
TFM
622
TFC Financial Management
Massachusetts
$8K
BIA
623
Bell Investment Advisors
California
$8K +$6.7K +159 New
BCM
624
Blume Capital Management
California
$7K
PCFFS
625
Pacific Center for Financial Services
California
$7K

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.