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Yum China
YUMC

Overview Fund Activity

700 hedge funds and large institutions have $15.1B invested in Yum China in 2019 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 199 increasing their positions, 232 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+17
Holders Change %
+2.49%
% of All Funds
13.82%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
99
Increased
199
Reduced
232
Closed
68
Calls
$92.2M
Puts
$76.8M
Net Calls
+$15.4M
Net Calls Change
+$34.4M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$157M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$226M
3
VAM
Vontobel Asset Management
New York
$416M
4
Wells Fargo
Wells Fargo
California
$235M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$221M

Top Sellers

1
PCM
Primavera Capital Management
Cayman Islands
$1.15B
2
William Blair Investment Management
William Blair Investment Management
Illinois
$2.71M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$23.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.54M
5
Goldman Sachs
Goldman Sachs
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
676
HighMark Wealth Management
Minnesota
$4K +$4K +101 New
TI
677
tru Independence
Oregon
$4K +$4K +102 New
EW
678
Evoke Wealth
California
$3.9K – – –
SWM
679
Sugarloaf Wealth Management
Georgia
$3K +$3K +57 New
FWM
680
FSA Wealth Management
Massachusetts
$3K +$3K +60 New
CFFP
681
Center for Financial Planning
Michigan
$3K +$3K +64 New
OSAM
682
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +66 New
EWM
683
EPG Wealth Management
Georgia
$3K +$3K +66 New
AA
684
Advisory Alpha
Michigan
$2.7K -$20.2K -420 -88%
IAS
685
IMA Advisory Services
Colorado
$2K – – –
GTAM
686
Global Trust Asset Management
Florida
$2K – – –
TC
687
Trust Company
Kansas
$2K – – –
SFSIG
688
San Francisco Sentry Investment Group
California
$2K – – –
WCM
689
Wealthcare Capital Management
Virginia
$2K – – –
EWP
690
Engrave Wealth Partners
Texas
$2K +$2K +47 New
WQ
691
Wealth Quarterback
New Jersey
$1.92K +$1.92K +40 New
BCM
692
Blume Capital Management
California
$1K – – –
ME
693
McIlrath & Eck
Washington
$1K – – –
EI
694
Ellevest Inc
New York
$1K – – –
PO
695
Private Ocean
California
$1K – – –
LWM
696
Liberty Wealth Management
California
$1K +$1K +26 New
MSE
697
MUFG Securities EMEA
United Kingdom
$1K +$1K +30 New
PGAM
698
Princeton Global Asset Management
New Jersey
$33 +$7 +135 +25%
ACM
699
Ariose Capital Management
Hong Kong
– -$19.3M -423,785 Closed
Acadian Asset Management
700
Acadian Asset Management
Massachusetts
– -$17.2M -379,353 Closed
26 27
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