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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$256M
2
Dodge & Cox
Dodge & Cox
California
$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$346M
4
MIP
Mondrian Investment Partners
United Kingdom
$68.7M
5
Man Group
Man Group
United Kingdom
$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$103M
2
AI
Axiom Investors
Connecticut
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$769M
4
BlackRock
BlackRock
New York
$838M
5
SCM
Somerset Capital Management
United Kingdom
$785K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Abound Wealth Management
Tennessee
$4.67K – – –
OLVIG
627
Oliver Lagore Vanvalin Investment Group
Michigan
$4.66K – – –
OP
628
ORG Partners
Indiana
$4.5K -$19.2K -453 -81%
SHIM
629
Stone House Investment Management
Pennsylvania
$4.27K +$42 +1 +1%
TWD
630
True Wealth Design
Ohio
$4.24K – – –
MSWM
631
Mowery & Schoenfeld Wealth Management
Illinois
$4.16K +$4.16K +98 New
FPB
632
First PREMIER Bank
South Dakota
$4K – – –
TFGT
633
TS Financial Group (TSFG)
Illinois
$4K – – –
AAG
634
Armstrong Advisory Group
Massachusetts
$3.57K – – –
AF
635
Advisornet Financial
Minnesota
$3.46K – – –
AFS
636
Annapolis Financial Services
Maryland
$3.4K – – –
NSG
637
Nalls Sherbakoff Group
Tennessee
$3.4K – – –
BC
638
Barrett & Company
Rhode Island
$3.39K – – –
VWM
639
Valley Wealth Managers
New Jersey
$3.39K – – –
PS
640
Planned Solutions
California
$3.39K +$3.39K +80 New
MSWM
641
McGlone Suttner Wealth Management
Wisconsin
$3.39K +$3.39K +80 New
GWS
642
Glassman Wealth Services
Virginia
$3.31K -$6.07K -143 -65%
SFA
643
Semmax Financial Advisors
North Carolina
$3.18K – – –
FGAM
644
Financial Gravity Asset Management
Texas
$3.08K +$3.08K +73 New
IFAM
645
Institutional & Family Asset Management
Colorado
$3.01K – – –
FWM
646
FSA Wealth Management
Massachusetts
$3K +$3K +60 New
ZB
647
Zions Bancorporation
Utah
$2.89K – – –
SWS
648
SYSTM Wealth Solutions
Illinois
$2.55K +$2.55K +60 New
CA
649
Clearstead Advisors
Ohio
$2.42K -$2.42K -57 -50%
SWM
650
Sugarloaf Wealth Management
Georgia
$2.42K – – –
24 25
26
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