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Yum China
YUMC

628 hedge funds and large institutions have $9.05B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 194 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.7% more ownership

Funds ownership: 71.1% → 74.79% (+3.7%)

8% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 212

7% less funds holding

Funds holding: 673 → 628 (-45)

16% less call options, than puts

Call options by funds: $39.5M | Put options by funds: $46.9M

24% less capital invested

Capital invested by funds: $11.9B → $9.05B (-$2.82B)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

35% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 93

Holders
628
Holders Change
-45
Holders Change %
-6.69%
% of All Funds
9.07%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
60
Increased
194
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

Rank Fund Capital Flow
1
PCM
Primavera Capital Management
Cayman Islands
+$441M
2
Dodge & Cox
Dodge & Cox
California
+$145M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$93.3M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$58.6M
5
MIP
Mondrian Investment Partners
United Kingdom
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$121M
2
Invesco
Invesco
Georgia
-$119M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$83.5M
4
Bank of America
Bank of America
North Carolina
-$72M
5
N
Nuveen
North Carolina
-$72M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Caldwell Trust
Florida
$1.54K +$1.83K +50 New
APC
602
Aspire Private Capital
North Carolina
$1.51K – – –
PGAM
603
Princeton Global Asset Management
New Jersey
$1.42K +$1.68K +46 New
BCM
604
Blume Capital Management
California
$1.23K – – –
WBWA
605
William B. Walkup & Associates
South Carolina
$1.23K +$1.46K +40 New
CFGS
606
Concourse Financial Group Securities
Alabama
$1.23K – – –
FNWA
607
Financial Network Wealth Advisors
Utah
$1.2K +$1.43K +39 New
Jones Financial Companies
608
Jones Financial Companies
Missouri
$1.11K -$12.9K -353 -91%
TCM
609
TD Capital Management
Tennessee
$1.04K -$11.8K -322 -90%
CFO
610
CVA Family Office
Colorado
$1.02K +$1.21K +33 New
PCM
611
Penserra Capital Management
California
$1K -$220 -6 -20%
CA
612
Continuum Advisory
Idaho
$956 – – –
CAS
613
Coppell Advisory Solutions
Texas
$925 +$1.1K +30 New
FF
614
Friedenthal Financial
New Jersey
$864 – – –
FWA
615
FSC Wealth Advisors
New York
$864 – – –
GC
616
Globeflex Capital
California
$864 – – –
SRCM
617
Signature Resources Capital Management
California
$864 – – –
ZB
618
Zions Bancorporation
Utah
$617 -$1.68K -46 -70%
ME
619
McIlrath & Eck
Washington
$617 – – –
DWM
620
Dogwood Wealth Management
Kansas
$613 – – –
WIM
621
Westside Investment Management
California
$586 – – –
RA
622
Rise Advisors
New York
$555 +$659 +18 New
SVCP
623
Silicon Valley Capital Partners
California
$429 +$37 +1 +8%
HWP
624
Highline Wealth Partners
California
$308 +$366 +10 New
PWMG
625
Private Wealth Management Group
New Jersey
$278 -$293 -8 -47%
23 24
25
26 27

YUMC Hedge Fund Activity: Q2 2024 in Review

628 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2024, worth a combined $9.05B — down 24% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of YUMC and 60 opened new positions — a net loss of 33 holders — while 212 trimmed existing stakes and 194 added.

The largest buyer was Primavera Capital Management, opening a new position worth an estimated $441M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $121M.

  • 628 institutional investors held Yum China (YUMC) as of Q2 2024, down from 673 in Q1 2024.
  • Funds reported $9.05B of Yum China stock for Q2 2024, down 24% quarter-over-quarter.
  • 60 funds opened new Yum China positions in Q2 2024 and 93 closed out, a net change of -33 holders.
  • The largest Yum China buyer in Q2 2024 was Primavera Capital Management, an estimated $441M added.
  • The largest Yum China seller in Q2 2024 was Mitsubishi UFJ Trust & Banking, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2024.