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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$256M
2
Dodge & Cox
Dodge & Cox
California
$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$346M
4
MIP
Mondrian Investment Partners
United Kingdom
$68.7M
5
Man Group
Man Group
United Kingdom
$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$103M
2
AI
Axiom Investors
Connecticut
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$769M
4
BlackRock
BlackRock
New York
$838M
5
SCM
Somerset Capital Management
United Kingdom
$785K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
651
Smartleaf Asset Management
Massachusetts
$2.41K +$2.41K +257 New
CFD
652
Creative Financial Designs
Indiana
$2.18K -$2.57K -60 -54%
IGWM
653
ICA Group Wealth Management
Colorado
$2.12K +$2.12K +50 New
APC
654
Aspire Private Capital
North Carolina
$2.08K – – –
OPTFSNA
655
Old Point Trust & Financial Services N A
Virginia
$2.04K +$2.04K +48 New
CFG
656
CKW Financial Group
Hawaii
$2K +$2K +50 New
BCM
657
Blume Capital Management
California
$1.7K – – –
RIM
658
Rockbridge Investment Management
New York
$1.7K +$1.7K +40 New
CFGS
659
Concourse Financial Group Securities
Alabama
$1.7K – – –
GTAM
660
Global Trust Asset Management
Florida
$1.49K – – –
SOW
661
State of Wyoming
Wyoming
$1.44K -$66.2K -1,560 -98%
CAS
662
Coppell Advisory Solutions
Texas
$1.27K +$679 +16 +114%
FF
663
Friedenthal Financial
New Jersey
$1.19K +$1.19K +28 New
GC
664
Globeflex Capital
California
$1.19K -$3.13M -73,800 -100%
FWA
665
FSC Wealth Advisors
New York
$1.19K – – –
RWM
666
Ruedi Wealth Management
Illinois
$1.19K – – –
SRCM
667
Signature Resources Capital Management
California
$1.19K +$1.19K +28 New
TVAMP
668
Tennessee Valley Asset Management Partners
Tennessee
$1.11K +$1.11K +26 New
IHWM
669
Iron Horse Wealth Management
Iowa
$1.1K – – –
PCM
670
Penserra Capital Management
California
$1K – – –
AT
671
Arlington Trust
Alabama
$976 +$976 +23 New
W
672
WealthCollab
Washington
$892 +$892 +21 New
ME
673
McIlrath & Eck
Washington
$849 – – –
DWM
674
Dogwood Wealth Management
Kansas
$837 +$837 +20 New
PWMG
675
Private Wealth Management Group
New Jersey
$722 +$722 +17 New
25 26
27
28 29