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Yum China
YUMC

Overview Fund Activity

674 hedge funds and large institutions have $12.7B invested in Yum China in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 185 increasing their positions, 204 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+50
Holders Change %
+8.01%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
125
Increased
185
Reduced
204
Closed
70
Calls
$246M
Puts
$133M
Net Calls
+$113M
Net Calls Change
+$120M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
WIM
2
Waverton Investment Management
United Kingdom
$189M
3
BCF
3
BLS Capital Fondsmaeglerselskab
Denmark
$607M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$356M
5
KI
5
Keystone Investors
Singapore
$99.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$261M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$349M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$503M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$3.56M
5
Fidelity International
5
Fidelity International
Bermuda
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
626
Stone House Investment Management
Pennsylvania
$4.59K – – –
TWD
627
True Wealth Design
Ohio
$4.5K – – –
CA
628
Clearstead Advisors
Ohio
$4.37K – – –
AAG
629
Armstrong Advisory Group
Massachusetts
$4.32K +$540 +12 +14%
TWC
630
TD Waterhouse Canada
Ontario, Canada
$4.02K – – –
SFA
631
Semmax Financial Advisors
North Carolina
$3.83K – – –
BC
632
Barrett & Company
Rhode Island
$3.6K – – –
DI
633
DAGCO Inc
Ohio
$3.6K – – –
VWM
634
Valley Wealth Managers
New Jersey
$3.6K – – –
OW
635
Olistico Wealth
Oklahoma
$3.6K – – –
PS
636
Planned Solutions
California
$3.6K +$3.6K +80 New
CJH
637
Christopher J. Hasenberg
Wisconsin
$3.34K – – –
OLVIG
638
Oliver Lagore Vanvalin Investment Group
Michigan
$3.06K – – –
GM
639
GeoWealth Management
Illinois
$3.02K +$3.02K +67 New
SL
640
Salomon & Ludwin
Virginia
$2.88K -$135 -3 -4%
GJWM
641
Gilliland Jeter Wealth Management
Arkansas
$2.75K – – –
FWM
642
FSA Wealth Management
Massachusetts
$2.7K +$2.7K +60 New
SWM
643
Sugarloaf Wealth Management
Georgia
$2.57K – – –
N
644
Natixis
France
$2.43K -$113K -2,500 -98%
FHA
645
First Horizon Advisors
Tennessee
$2.42K -$1.87K -41 -44%
AF
646
Advisornet Financial
Minnesota
$2.25K -$4.28K -95 -66%
APC
647
Aspire Private Capital
North Carolina
$2.21K – – –
FNWA
648
Financial Network Wealth Advisors
Utah
$2.16K +$405 +9 +23%
BCM
649
Blume Capital Management
California
$1.8K – – –
CA
650
Claris Advisors
Missouri
$1.8K +$1.8K +40 New
24 25
26
27 28