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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.43%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$412M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$229M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$199M
2
Invesco
Invesco
Georgia
$160M
3
Dodge & Cox
Dodge & Cox
California
$410M
4
GAM
GuardCap Asset Management
United Kingdom
$544M
5
MIP
Mondrian Investment Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
651
Heritage Wealth Advisors
Virginia
$4.96K – – –
SS
652
Sunbelt Securities
Texas
$4.88K -$1.77K -37 -27%
TWD
653
True Wealth Design
Ohio
$4.82K – – –
BGWM
654
Bridge Generations Wealth Management
Florida
$4.82K +$4.82K +100 New
HI
655
Human Investing
Oregon
$4.82K +$4.82K +100 New
CA
656
Clearstead Advisors
Ohio
$4.78K +$96 +2 +2%
AAG
657
Armstrong Advisory Group
Massachusetts
$4.63K – – –
JGIA
658
Jackson Grant Investment Advisers
Connecticut
$4.53K +$4.53K +94 New
GJIA
659
Glass Jacobson Investment Advisors
Maryland
$4.29K +$4.29K +89 New
SFA
660
Semmax Financial Advisors
North Carolina
$3.87K – – –
VWM
661
Valley Wealth Managers
New Jersey
$3.85K – – –
BC
662
Barrett & Company
Rhode Island
$3.85K – – –
OW
663
Olistico Wealth
Oklahoma
$3.85K – – –
CW
664
Curio Wealth
Maryland
$3.85K +$3.85K +80 New
CJH
665
Christopher J. Hasenberg
Wisconsin
$3.42K – – –
OLVIG
666
Oliver Lagore Vanvalin Investment Group
Michigan
$3.28K – – –
SS
667
SBI Securities
Japan
$3.28K +$3.28K +68 New
FHA
668
First Horizon Advisors
Tennessee
$3.27K +$682 +14 +26%
HI
669
Horizon Investments
North Carolina
$2.94K +$2.94K +61 New
FWM
670
FSA Wealth Management
Massachusetts
$2.89K – – –
NC
671
NewSquare Capital
Pennsylvania
$2.89K +$2.89K +60 New
SL
672
Salomon & Ludwin
Virginia
$2.75K -$337 -7 -11%
SWM
673
Sugarloaf Wealth Management
Georgia
$2.75K – – –
CFGS
674
Concourse Financial Group Securities
Alabama
$2.6K +$808 +18 +45%
MSWA
675
Marshall & Sterling Wealth Advisors
New York
$2.56K +$2.56K +54 New
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