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Yum China
YUMC

Overview Fund Activity

772 hedge funds and large institutions have $21.1B invested in Yum China in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 263 increasing their positions, 225 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-9
Holders Change %
-1.15%
% of All Funds
13.59%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.28%
New
73
Increased
263
Reduced
225
Closed
72
Calls
$63.2M
Puts
$134M
Net Calls
-$70.5M
Net Calls Change
+$52.7M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$716M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$176M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$136M
5
GQG Partners
GQG Partners
Florida
+$91.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$240M
2
JCM
Junto Capital Management
New York
-$154M
3
MIP
Mondrian Investment Partners
United Kingdom
-$108M
4
Capital International Investors
Capital International Investors
California
-$78.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
651
Parkside Financial Bank & Trust
Missouri
$32K +$59 +1 +0.2%
IAIM
652
International Assets Investment Management
Florida
$32K +$16K +276 +100%
JFA
653
JNBA Financial Advisors
Minnesota
$31K +$9.98K +171 +48%
HWA
654
Heritage Wealth Advisors
Virginia
$30.2K – – –
ONST
655
Old North State Trust
North Carolina
$30K -$2.46K -41 -8%
AF
656
Arrow Financial
New York
$30K – – –
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$30K – – –
EWM
658
Elmwood Wealth Management
California
$30K +$30K +500 New
LAIC
659
Lederer & Associates Investment Counsel
California
$29.6K +$29.6K +500 New
VBCG
660
Valley Brook Capital Group
Pennsylvania
$29K – – –
MAM
661
Meeder Asset Management
Ohio
$28K -$6.82K -115 -20%
SFP
662
Sterling Financial Planning
New Jersey
$28K – – –
TFA
663
Toth Financial Advisory
Virginia
$28K – – –
RFA
664
Reilly Financial Advisors
California
$28K – – –
AWA
665
Arkadios Wealth Advisors
Georgia
$28K +$7.58K +130 +37%
SBL
666
Sargent Bickham Lagudis
Colorado
$28K +$23.5K +400 +526%
HFA
667
Hoover Financial Advisors
Pennsylvania
$27K – – –
MIH
668
Meitav Investment House
Israel
$26.7K +$4.8K +81,022 +22%
VNA
669
Valley National Advisers
Pennsylvania
$26K -$8.75K -147 -25%
WAP
670
Wealthcare Advisory Partners
Pennsylvania
$25K +$25K +421 New
OC
671
Oakworth Capital
Alabama
$24K – – –
BFEC
672
Benjamin F. Edwards & Company
Missouri
$24K – – –
CAGAS
673
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
SWP
674
ShoreHaven Wealth Partners
New Jersey
$24K +$60 +1 +0.2%
CAL
675
Capital Analysts LLC
Pennsylvania
$24K +$24K +400 New
25 26
27
28 29