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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
651
Oliver Lagore Vanvalin Investment Group
Michigan
$4K
PFA
652
Professional Financial Advisors
Nebraska
$4K
SFA
653
Semmax Financial Advisors
North Carolina
$4K
TJHA
654
Thomas J. Herzfeld Advisors
Florida
$4K
WOSD
655
WFA of San Diego
California
$4K +$3.16K +75 New
VWM
656
Valley Wealth Managers
New Jersey
$4K +$3.37K +80 New
SC
657
Sierra Capital
Florida
$3K
SIS
658
Sound Income Strategies
Florida
$3K
SWM
659
Sugarloaf Wealth Management
Georgia
$3K
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.3K +31 +82%
FPS
661
Fieldpoint Private Securities
Connecticut
$3K +$2.61K +62 New
TAM
662
Tucker Asset Management
Colorado
$2.57K
CFD
663
Creative Financial Designs
Indiana
$2K -$1.05K -25 -33%
SOW
664
State of Wyoming
Wyoming
$2K -$337 -8 -14%
CWA
665
Clearview Wealth Advisors
Oregon
$2K
GTAM
666
Global Trust Asset Management
Florida
$2K
SIAP
667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
SSB
668
Sandy Spring Bank
Maryland
$2K +$1.81K +43 New
SC
669
SouthState Corp
Florida
$1K -$91.3K -2,168 -99%
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
FMP
671
Financial Management Professionals
Texas
$1K
FWA
672
FSC Wealth Advisors
New York
$1K
ME
673
McIlrath & Eck
Washington
$1K
WWMSC
674
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.14K +27 New
JG
675
Jefferies Group
New York
$485 +$421 +10 New

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.