Yum China
YUMC
733 hedge funds and large institutions have $17.6B invested in Yum China in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 174 increasing their positions, 248 reducing their positions, and 50 closing their positions.
168% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 50
24% more call options, than puts
Call options by funds: $167M | Put options by funds: $135M
10% more funds holding
Funds holding: 664 → 733 (+69)
10% more capital invested
Capital invested by funds: $15.9B → $17.6B (+$1.65B)
3.7% less ownership
Funds ownership: 80.96% → 77.27% (-3.7%)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
30% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 248
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$168M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$61.7M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$53.2M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$49.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$165M |
| 2 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
|
-$162M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$158M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$148M |
| 5 |
Bank of New York Mellon
New York
|
-$102M |
YUMC Hedge Fund Activity: Q4 2022 in Review
733 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2022, worth a combined $17.6B — up 10% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new YUMC positions and 50 closed out — a net gain of 84 holders — while 174 added to existing stakes and 248 trimmed.
The largest buyer was Principal Financial Group, opening a new position worth an estimated $168M. The largest seller was Schroder Investment Management Group, cutting an estimated $165M.
- 733 institutional investors held Yum China (YUMC) as of Q4 2022, up from 664 in Q3 2022.
- Funds reported $17.6B of Yum China stock for Q4 2022, up 10% quarter-over-quarter.
- 134 funds opened new Yum China positions in Q4 2022 and 50 closed out, a net change of +84 holders.
- The largest Yum China buyer in Q4 2022 was Principal Financial Group, an estimated $168M added.
- The largest Yum China seller in Q4 2022 was Schroder Investment Management Group, an estimated $165M sold.
Based on aggregated 13F filings for Q4 2022.