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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.43%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$412M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$229M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$199M
2
Invesco
Invesco
Georgia
$160M
3
Dodge & Cox
Dodge & Cox
California
$410M
4
GAM
GuardCap Asset Management
United Kingdom
$544M
5
MIP
Mondrian Investment Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
626
Caldwell Sutter Capital
California
$9.49K – – –
CA
627
Continuum Advisory
Idaho
$9.49K +$723 +15 +8%
KIM
628
Kestra Investment Management
Texas
$9.06K +$9.06K +188 New
CAL
629
Capital Analysts LLC
Pennsylvania
$9K -$3.05K -60 -25%
HWP
630
Highline Wealth Partners
California
$8.82K +$1.64K +34 +23%
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.42K -$33.5K -740 -80%
WCM
632
WealthTrak Capital Management
Virginia
$7.95K +$7.95K +165 New
CPBTD
633
Central Pacific Bank - Trust Division
Hawaii
$7.9K – – –
MHR
634
Matthew Hamilton Rosenberg
$7.8K – – –
PFSC
635
Peoples Financial Services Corp
Pennsylvania
$7.71K +$7.71K +160 New
MA
636
MCF Advisors
Kentucky
$7.61K – – –
SO
637
Sierra Ocean
California
$7.61K +$7.61K +158 New
RCM
638
Raleigh Capital Management
North Carolina
$7.27K – – –
CAS
639
Coppell Advisory Solutions
Texas
$7.2K – – –
TPCW
640
TD Private Client Wealth
New York
$6.94K – – –
PWMG
641
Prestige Wealth Management Group
New Jersey
$6.75K – – –
PCFFS
642
Pacific Center for Financial Services
California
$6.74K – – –
TWC
643
TD Waterhouse Canada
Ontario, Canada
$6.5K +$2.41K +50 +59%
WAS
644
Winch Advisory Services
Wisconsin
$6.22K +$434 +9 +8%
JWA
645
JFS Wealth Advisors
Pennsylvania
$6.02K +$578 +12 +11%
OSNBOA
646
Old Second National Bank of Aurora
Illinois
$5.78K -$5.78K -120 -50%
ADL
647
Asset Dedication LLC
California
$5.44K – – –
RWM
648
Ruedi Wealth Management
Illinois
$5.37K – – –
AWM
649
Abound Wealth Management
Tennessee
$5.2K -$96 -2 -2%
TFGT
650
TS Financial Group (TSFG)
Illinois
$5K – – –
24 25
26
27 28