We are live on ! Find out more
YUMC icon

Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
601
Providence Capital Advisors
North Carolina
$8K
SCA
602
Stonebridge Capital Advisors
Minnesota
$8K
TFM
603
TFC Financial Management
Massachusetts
$8K
BFEC
604
Benjamin F. Edwards & Company
Missouri
$7K -$14.4K -300 -66%
PWMG
605
Prestige Wealth Management Group
New Jersey
$7K -$48 -1 -0.7%
BAM
606
Baldrige Asset Management
Pennsylvania
$7K
MA
607
MCF Advisors
Kentucky
$7K
PCFFS
608
Pacific Center for Financial Services
California
$7K
EIP
609
Ellis Investment Partners
Pennsylvania
$7K +$2.93K +61 +59%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$7K +$3.46K +72 +104%
FFA
611
Fairfield Financial Advisors
Massachusetts
$6.34K
FSWA
612
Financial Synergies Wealth Advisors
Texas
$6.29K
CSB
613
City State Bank
Iowa
$6K
IFAM
614
Institutional & Family Asset Management
Colorado
$6K
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$6K
WAS
616
Winch Advisory Services
Wisconsin
$6K +$48 +1 +0.9%
BWA
617
BDO Wealth Advisors
Florida
$5K -$1.2K -25 -20%
ADL
618
Asset Dedication LLC
California
$5K
CCA
619
Column Capital Advisors
Indiana
$5K
CTB
620
Country Trust Bank
Illinois
$5K
CFO
621
CVA Family Office
Colorado
$5K
FPB
622
First PREMIER Bank
South Dakota
$5K
HR
623
Howe & Rusling
New York
$5K
SWM
624
Selective Wealth Management
Virginia
$5K
SFO
625
Standard Family Office
South Dakota
$5K

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.