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Yum China
YUMC

715 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $268M | Put options by funds: $131M

63% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 71

11% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.46B)

5% more funds holding

Funds holding: 680 → 715 (+35)

3.64% more ownership

Funds ownership: 74.5% → 78.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

7% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 221

Holders
715
Holders Change
+35
Holders Change %
+5.15%
% of All Funds
9.42%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
116
Increased
205
Reduced
221
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$240M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$200M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$141M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$122M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$172M
2
Invesco
Invesco
Georgia
-$117M
3
Dodge & Cox
Dodge & Cox
California
-$103M
4
GAM
GuardCap Asset Management
United Kingdom
-$75.9M
5
MIP
Mondrian Investment Partners
United Kingdom
-$70.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
676
FSA Wealth Management
Massachusetts
$2.89K – – –
NC
677
NewSquare Capital
Pennsylvania
$2.89K +$2.85K +60 New
SL
678
Salomon & Ludwin
Virginia
$2.75K -$332 -7 -11%
SWM
679
Sugarloaf Wealth Management
Georgia
$2.75K – – –
CFGS
680
Concourse Financial Group Securities
Alabama
$2.6K +$854 +18 +45%
MSWA
681
Marshall & Sterling Wealth Advisors
New York
$2.56K +$2.56K +54 New
AF
682
Advisornet Financial
Minnesota
$2.41K – – –
CT
683
Caldwell Trust
Florida
$2.41K – – –
RWS
684
Retirement Wealth Solutions
Wisconsin
$2.07K +$2.32K +49 New
BCM
685
Blume Capital Management
California
$1.93K – – –
WBWA
686
William B. Walkup & Associates
South Carolina
$1.93K – – –
FCAS
687
First Command Advisory Services
Texas
$1.93K +$1.9K +40 New
BIG
688
Brooklyn Investment Group
New York
$1.69K – – –
API
689
Asset Planning Inc
California
$1.59K +$1.56K +33 New
FNWA
690
Financial Network Wealth Advisors
Utah
$1.54K -$759 -16 -33%
TCM
691
TD Capital Management
Tennessee
$1.54K – – –
FF
692
Friedenthal Financial
New Jersey
$1.35K – – –
FWA
693
FSC Wealth Advisors
New York
$1.35K – – –
SRCM
694
Signature Resources Capital Management
California
$1.35K – – –
WA
695
Whipplewood Advisors
Colorado
$1.25K +$1.23K +26 New
TC
696
Truvestments Capital
Florida
$1.21K +$1.19K +25 New
CWA
697
Carolina Wealth Advisors
South Carolina
$1.11K – – –
ME
698
McIlrath & Eck
Washington
$963 – – –
DWM
699
Dogwood Wealth Management
Kansas
$962 – – –
WIM
700
Westside Investment Management
California
$915 – – –
26 27
28
29 30

YUMC Hedge Fund Activity: Q4 2024 in Review

715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2024, worth a combined $14.4B — up 11% from $13B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new YUMC positions and 71 closed out — a net gain of 45 holders — while 205 added to existing stakes and 221 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $240M. The largest seller was Massachusetts Financial Services, cutting an estimated $172M.

  • 715 institutional investors held Yum China (YUMC) as of Q4 2024, up from 680 in Q3 2024.
  • Funds reported $14.4B of Yum China stock for Q4 2024, up 11% quarter-over-quarter.
  • 116 funds opened new Yum China positions in Q4 2024 and 71 closed out, a net change of +45 holders.
  • The largest Yum China buyer in Q4 2024 was William Blair Investment Management, an estimated $240M added.
  • The largest Yum China seller in Q4 2024 was Massachusetts Financial Services, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.