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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
TFGT
626
TS Financial Group (TSFG)
Illinois
$5K
ZB
627
Zions Bancorporation
Utah
$5K
HWM
628
HighMark Wealth Management
Minnesota
$5K +$48 +1 +1%
BC
629
Barrett & Company
Rhode Island
$4.37K +$3.84K +80 New
AFS
630
Annapolis Financial Services
Maryland
$4K -$3.84K -80 -50%
AF
631
Advisornet Financial
Minnesota
$4K
OLVIG
632
Oliver Lagore Vanvalin Investment Group
Michigan
$4K
PFA
633
Professional Financial Advisors
Nebraska
$4K
SFA
634
Semmax Financial Advisors
North Carolina
$4K
VWM
635
Valley Wealth Managers
New Jersey
$4K
JWA
636
JFS Wealth Advisors
Pennsylvania
$4K +$3.84K +80 +4,000%
DWP
637
Destiny Wealth Partners
Florida
$3K -$6.24K -130 -66%
APC
638
Aspire Private Capital
North Carolina
$3K -$3.36K -70 -56%
M1FG
639
Mach-1 Financial Group
Arkansas
$3K
SWM
640
Sugarloaf Wealth Management
Georgia
$3K
TJHA
641
Thomas J. Herzfeld Advisors
Florida
$3K
TAM
642
Tucker Asset Management
Colorado
$2.19K
BCM
643
Blume Capital Management
California
$2K -$5.28K -110 -73%
SC
644
Sierra Capital
Florida
$2K -$192 -4 -8%
CWA
645
Clearview Wealth Advisors
Oregon
$2K
CFD
646
Creative Financial Designs
Indiana
$2K
GTAM
647
Global Trust Asset Management
Florida
$2K
SOW
648
State of Wyoming
Wyoming
$2K +$48 +1 +2%
CA
649
Crewe Advisors
Utah
$2K +$2.45K +51 New
FMP
650
Financial Management Professionals
Texas
$1K

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.