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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
$367M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$125M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$241M
4
SCM
Somerset Capital Management
United Kingdom
$82.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$637M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$480M
2
BlackRock
BlackRock
New York
$1.23B
3
MICM
Matthews International Capital Management
California
$152M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$207M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
626
Country Trust Bank
Illinois
$4K -$17.8K -444 -82%
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
FPB
628
First PREMIER Bank
South Dakota
$4K – – –
SFG
629
Sowa Financial Group
Rhode Island
$4K – – –
JSC
630
Jackson Square Capital
California
$4K – – –
WFMPM
631
Woodley Farra Manion Portfolio Management
Indiana
$4K – – –
HWM
632
HighMark Wealth Management
Minnesota
$4K +$39 +1 +1%
EIP
633
Ellis Investment Partners
Pennsylvania
$4K +$39 +1 +1%
M
634
MOTCO
Texas
$4K +$444 +10 +13%
LWA
635
Lenox Wealth Advisors
New York
$4K +$4K +96 New
PFO
636
Pathstone Family Office
New Jersey
$4K +$4K +98 New
GAM
637
Gemmer Asset Management
California
$3K – – –
PFSC
638
Peoples Financial Services Corp
Pennsylvania
$3K – – –
FEG
639
Financial Enhancement Group
Indiana
$3K – – –
SFA
640
Semmax Financial Advisors
North Carolina
$3K – – –
FWM
641
FSA Wealth Management
Massachusetts
$3K – – –
SBL
642
Sargent Bickham Lagudis
Colorado
$3K +$3K +76 New
AA
643
Advisory Alpha
Michigan
$2.56K – – –
IAS
644
IMA Advisory Services
Colorado
$2K – – –
WCM
645
Wealthcare Capital Management
Virginia
$2K – – –
EWP
646
Engrave Wealth Partners
Texas
$2K – – –
SWM
647
Sugarloaf Wealth Management
Georgia
$2K – – –
SFSIG
648
San Francisco Sentry Investment Group
California
$2K +$556 +15 +38%
CWA
649
Core Wealth Advisors
Florida
$2K +$2K +42 New
GSWM
650
Golden State Wealth Management
California
$2K +$2K +53 New
24 25
26
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