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Yum China
YUMC

Overview Fund Activity

624 hedge funds and large institutions have $9.03B invested in Yum China in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-46
Holders Change %
-6.87%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
59
Increased
191
Reduced
212
Closed
93
Calls
$39.5M
Puts
$46.9M
Net Calls
-$7.43M
Net Calls Change
+$27M

Top Buyers

1
PCM
Primavera Capital Management
Cayman Islands
$371M
2
Dodge & Cox
Dodge & Cox
California
$329M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$81.6M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$323M
5
MIP
Mondrian Investment Partners
United Kingdom
$133M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$11.6M
2
Invesco
Invesco
Georgia
$467M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$446M
4
Bank of America
Bank of America
North Carolina
$111M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
651
Systematic Portfolios
New York
– -$273K -17,049 Closed
NMC
652
Nine Masts Capital
Hong Kong
– -$656K -16,650 Closed
MCM
653
Mengis Capital Management
Oregon
– -$521K -13,103 Closed
GIA
654
Gateway Investment Advisers
Ohio
– -$436K -10,958 Closed
UCFA
655
United Capital Financial Advisors
Texas
– -$428K -10,760 Closed
WC
656
Wexford Capital
Florida
– -$398K -10,007 Closed
OSAM
657
O'Shaughnessy Asset Management
Connecticut
– -$386K -9,712 Closed
SFFS
658
Stonehage Fleming Financial Services
Jersey
– -$544K -8,585 Closed
CW
659
CreativeOne Wealth
Kansas
– -$312K -7,840 Closed
QCM
660
Quantinno Capital Management
New York
– -$296K -7,429 Closed
VFA
661
Valeo Financial Advisors
Indiana
– -$274K -7,066 Closed
KFP
662
KMG Fiduciary Partners
Ohio
– -$279K -7,021 Closed
FFP
663
FourThought Financial Partners
Florida
– -$278K -6,980 Closed
EAM
664
Eschler Asset Management
United Kingdom
– -$270K -6,780 Closed
TIAA Trust, National Association
665
TIAA Trust, National Association
North Carolina
– -$255K -6,413 Closed
WSCM
666
Wellington Shields Capital Management
New York
– -$255K -6,412 Closed
CA
667
Claro Advisors
Massachusetts
– -$253K -6,352 Closed
CC
668
Chicago Capital
Illinois
– -$247K -6,211 Closed
CIA
669
Capital Investment Advisors
Georgia
– -$245K -6,157 Closed
GAM
670
Groupama Asset Management
France
– -$243K -6,101 Closed
WA
671
WBH Advisory
Maryland
– -$242K -6,087 Closed
EDRIA
672
Edmonds Duncan Registered Investment Advisors
Kansas
– -$241K -6,055 Closed
SC
673
Savant Capital
Illinois
– -$240K -6,027 Closed
PFA
674
Pathway Financial Advisors
Vermont
– -$239K -6,000 Closed
OC
675
Oppenheimer & Co
New York
– -$238K -5,982 Closed
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