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Yum China
YUMC

Overview Fund Activity

730 hedge funds and large institutions have $17.6B invested in Yum China in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 173 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+69
Holders Change %
+10.44%
% of All Funds
11.78%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
134
Increased
173
Reduced
247
Closed
50
Calls
$167M
Puts
$135M
Net Calls
+$31.8M
Net Calls Change
-$37.5M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$182M
2
Wolverine Trading
Wolverine Trading
Illinois
$66.3M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$57.1M
4
Fidelity International
Fidelity International
Bermuda
$289M
5
AllianceBernstein
AllianceBernstein
Tennessee
$124M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$280M
2
PCM
Primavera Capital Management
Cayman Islands
$720M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$143M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$137M
5
MIP
Mondrian Investment Partners
United Kingdom
$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
676
Prestige Wealth Management Group
New Jersey
$7.65K -$601 -11 -7%
FFA
677
Fairfield Financial Advisors
Massachusetts
$7.32K – – –
FSWA
678
Financial Synergies Wealth Advisors
Texas
$7.27K – – –
CSB
679
City State Bank
Iowa
$7K – – –
CFO
680
CVA Family Office
Colorado
$6.29K – – –
C
681
Covestor
United Kingdom
$6K -$5.77K -100 -49%
ADL
682
Asset Dedication LLC
California
$6K – – –
WAS
683
Winch Advisory Services
Wisconsin
$6K – – –
TFGT
684
TS Financial Group (TSFG)
Illinois
$6K – – –
OLVIG
685
Oliver Lagore Vanvalin Investment Group
Michigan
$5.97K +$1.48K +27 +33%
JWA
686
JFS Wealth Advisors
Pennsylvania
$5.96K +$1.48K +27 +33%
CCA
687
Column Capital Advisors
Indiana
$5.9K – – –
HWM
688
HighMark Wealth Management
Minnesota
$5.68K – – –
BWA
689
BDO Wealth Advisors
Florida
$5.47K – – –
FPB
690
First PREMIER Bank
South Dakota
$5K – – –
SFA
691
Semmax Financial Advisors
North Carolina
$5K – – –
IFAM
692
Institutional & Family Asset Management
Colorado
$4.97K -$1.59K -29 -24%
AF
693
Advisornet Financial
Minnesota
$4.71K – – –
AAG
694
Armstrong Advisory Group
Massachusetts
$4.59K +$4.59K +84 New
AFS
695
Annapolis Financial Services
Maryland
$4.37K – – –
BC
696
Barrett & Company
Rhode Island
$4.37K – – –
VWM
697
Valley Wealth Managers
New Jersey
$4.37K – – –
DWMG
698
DB Wealth Management Group
California
$4.15K +$4.15K +76 New
WOSD
699
WFA of San Diego
California
$4.1K +$4.1K +75 New
TJHA
700
Thomas J. Herzfeld Advisors
Florida
$3.99K – – –
26 27
28
29 30