Yum China
YUMC
707 hedge funds and large institutions have $15.4B invested in Yum China in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 250 reducing their positions, and 52 closing their positions.
77% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 52
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
13% more capital invested
Capital invested by funds: $13.5B → $15.4B (+$1.82B)
5% more funds holding
Funds holding: 671 → 707 (+36)
0.06% more ownership
Funds ownership: 84.54% → 84.6% (+0.06%)
32% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 250
43% less call options, than puts
Call options by funds: $104M | Put options by funds: $183M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$145M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$107M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$98.3M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$81.7M |
| 5 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$153M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$99.3M |
| 3 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$72.9M |
| 4 |
BlackRock
New York
|
-$71M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$49.1M |
YUMC Hedge Fund Activity: Q2 2020 in Review
707 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2020, worth a combined $15.4B — up 13% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new YUMC positions and 52 closed out — a net gain of 40 holders — while 171 added to existing stakes and 250 trimmed.
The largest buyer was Invesco, adding an estimated $145M. The largest seller was Loomis, Sayles & Company, cutting an estimated $153M.
- 707 institutional investors held Yum China (YUMC) as of Q2 2020, up from 671 in Q1 2020.
- Funds reported $15.4B of Yum China stock for Q2 2020, up 13% quarter-over-quarter.
- 92 funds opened new Yum China positions in Q2 2020 and 52 closed out, a net change of +40 holders.
- The largest Yum China buyer in Q2 2020 was Invesco, an estimated $145M added.
- The largest Yum China seller in Q2 2020 was Loomis, Sayles & Company, an estimated $153M sold.
Based on aggregated 13F filings for Q2 2020.