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Yum China
YUMC

Overview Fund Activity

670 hedge funds and large institutions have $11.8B invested in Yum China in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 218 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
-9
Holders Change %
-1.33%
% of All Funds
9.71%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
198
Reduced
218
Closed
83
Calls
$50.5M
Puts
$84.9M
Net Calls
-$34.4M
Net Calls Change
-$45.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$267M
2
GAM
GuardCap Asset Management
United Kingdom
$486M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$808M
4
EARNEST Partners
EARNEST Partners
Georgia
$65.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$101M

Top Sellers

1
Invesco
Invesco
Georgia
$732M
2
PCM
Primavera Capital Management
Cayman Islands
$479M
3
Morgan Stanley
Morgan Stanley
New York
$96.7M
4
VAM
Veritas Asset Management
United Kingdom
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
651
EnRich Financial Partners
Wisconsin
$1.59K +$1.59K +40 New
CFGS
652
Concourse Financial Group Securities
Alabama
$1.59K – – –
GTAM
653
Global Trust Asset Management
Florida
$1.39K – – –
RS
654
Rakuten Securities
Japan
$1.31K +$1.31K +33 New
SRCM
655
Signature Resources Capital Management
California
$1.19K – – –
CA
656
Continuum Advisory
Idaho
$1.18K +$1.18K +31 New
FF
657
Friedenthal Financial
New Jersey
$1.12K – – –
GC
658
Globeflex Capital
California
$1.11K – – –
FWA
659
FSC Wealth Advisors
New York
$1.11K – – –
IFAM
660
Institutional & Family Asset Management
Colorado
$1.04K -$1.79K -45 -63%
IHWM
661
Iron Horse Wealth Management
Iowa
$1.04K – – –
PCM
662
Penserra Capital Management
California
$1K -$100 -3 -9%
ME
663
McIlrath & Eck
Washington
$796 – – –
DWM
664
Dogwood Wealth Management
Kansas
$787 – – –
WIM
665
Westside Investment Management
California
$756 -$3.98K -100 -84%
PWMG
666
Private Wealth Management Group
New Jersey
$677 – – –
CA
667
Clearstead Advisors
Ohio
$662 -$1.56K -40 -70%
SVCP
668
Silicon Valley Capital Partners
California
$508 – – –
GFL
669
Granite FO LLC
New Hampshire
$365 +$365 +11 New
BSB
670
Bangor Savings Bank
Maine
$119 – – –
CP
671
Castleview Partners
Texas
$30 -$5.52K -184 -99%
VAM
672
Veritas Asset Management
United Kingdom
– -$93.3M -2,199,338 Closed
Renaissance Technologies
673
Renaissance Technologies
New York
– -$31.2M -734,400 Closed
DZ Bank
674
DZ Bank
Germany
– -$23.7M -557,615 Closed
AAF
675
Andra AP-fonden
Sweden
– -$14.1M -332,600 Closed
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