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Yum China
YUMC

Overview Fund Activity

800 hedge funds and large institutions have $24.4B invested in Yum China in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 272 increasing their positions, 230 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+28
Holders Change %
+3.63%
% of All Funds
13.97%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
87
Increased
272
Reduced
230
Closed
54
Calls
$75.2M
Puts
$99M
Net Calls
-$23.8M
Net Calls Change
+$46.8M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.62B
2
BlackRock
BlackRock
New York
$2.26B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$240M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$102M
5
GAM
GuardCap Asset Management
United Kingdom
$461M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$73.1M
2
Franklin Resources
Franklin Resources
California
$511M
3
GQG Partners
GQG Partners
Florida
$249K
4
BPIH
Broad Peak Investment Holdings
Singapore
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
651
Graves Light Lenhart Wealth
Virginia
$54K -$3.46K -52 -6%
GRP
652
Global Retirement Partners
California
$54K -$1.67K -25 -3%
HPC
653
HM Payson & Co
Maine
$54K – – –
OIA
654
Optimum Investment Advisors
Illinois
$53K – – –
SN
655
Sittner & Nelson
Oregon
$52K – – –
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K – – –
GWS
657
Glassman Wealth Services
Virginia
$52K +$2.23K +34 +4%
AWA
658
Arkadios Wealth Advisors
Georgia
$52K +$20.7K +317 +66%
MWC
659
MBM Wealth Consultants
Missouri
$51K – – –
KPCM
660
Kings Point Capital Management
New York
$50K – – –
KFI
661
Key Financial Inc
Pennsylvania
$50K – – –
AAP
662
Arax Advisory Partners
Colorado
$50K +$50K +749 New
LWM
663
Liberty Wealth Management
California
$49K +$199 +3 +0.4%
HS
664
Horan Securities
United States
$49K +$47.6K +720 +3,429%
BWL
665
Bogart Wealth LLC
Virginia
$48K -$7.43K -113 -13%
FQ
666
First Quadrant
California
$48K – – –
AF
667
Advisornet Financial
Minnesota
$48K – – –
MGIM
668
M&G Investment Management
United Kingdom
$47.5K +$291 +4,411 +0.6%
RAM
669
Riggs Asset Management
Pennsylvania
$46K – – –
CWA
670
Clearview Wealth Advisors
Oregon
$46K – – –
DAM
671
Delta Asset Management
Tennessee
$45K – – –
SWA
672
Sutton Wealth Advisors
Florida
$43.3K – – –
BAM
673
Barrett Asset Management
New York
$43K – – –
FCMT
674
Founders Capital Management (Texas)
Texas
$41K – – –
MCM
675
MV Capital Management
Maryland
$41K +$23.1K +350 +130%
25 26
27
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