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Yum China
YUMC

Overview Fund Activity

670 hedge funds and large institutions have $11.8B invested in Yum China in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 218 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
-9
Holders Change %
-1.33%
% of All Funds
9.71%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
198
Reduced
218
Closed
83
Calls
$50.5M
Puts
$84.9M
Net Calls
-$34.4M
Net Calls Change
-$45.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$267M
2
GAM
GuardCap Asset Management
United Kingdom
$486M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$808M
4
EARNEST Partners
EARNEST Partners
Georgia
$65.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$101M

Top Sellers

1
Invesco
Invesco
Georgia
$732M
2
PCM
Primavera Capital Management
Cayman Islands
$479M
3
Morgan Stanley
Morgan Stanley
New York
$96.7M
4
VAM
Veritas Asset Management
United Kingdom
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
626
Stone House Investment Management
Pennsylvania
$4.02K – – –
ADL
627
Asset Dedication LLC
California
$4K – – –
TFGT
628
TS Financial Group (TSFG)
Illinois
$4K – – –
CFG
629
CKW Financial Group
Hawaii
$4K +$2K +50 +100%
TWD
630
True Wealth Design
Ohio
$3.98K – – –
MSWM
631
Mowery & Schoenfeld Wealth Management
Illinois
$3.9K – – –
JWA
632
JFS Wealth Advisors
Pennsylvania
$3.82K -$1.51K -38 -28%
AAG
633
Armstrong Advisory Group
Massachusetts
$3.57K – – –
SL
634
Salomon & Ludwin
Virginia
$3.46K – – –
BC
635
Barrett & Company
Rhode Island
$3.18K – – –
VWM
636
Valley Wealth Managers
New Jersey
$3.18K – – –
DI
637
DAGCO Inc
Ohio
$3.18K +$3.18K +80 New
SFA
638
Semmax Financial Advisors
North Carolina
$3.11K – – –
TPCW
639
TD Private Client Wealth
New York
$3.06K -$11.8K -297 -79%
ZB
640
Zions Bancorporation
Utah
$2.63K -$80 -2 -3%
GJWM
641
Gilliland Jeter Wealth Management
Arkansas
$2.43K +$2.43K +61 New
SWS
642
SYSTM Wealth Solutions
Illinois
$2.39K – – –
FWM
643
FSA Wealth Management
Massachusetts
$2.39K – – –
SWM
644
Sugarloaf Wealth Management
Georgia
$2.27K – – –
DWA
645
Delos Wealth Advisors
Texas
$2.23K +$2.23K +56 New
VNA
646
Valley National Advisers
Pennsylvania
$2K -$7.54K -211 -79%
IGWM
647
ICA Group Wealth Management
Colorado
$1.99K – – –
APC
648
Aspire Private Capital
North Carolina
$1.95K – – –
OPTFSNA
649
Old Point Trust & Financial Services N A
Virginia
$1.91K – – –
BCM
650
Blume Capital Management
California
$1.59K – – –
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