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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 %
AF
676
Advisornet Financial
Minnesota
$2.41K – – –
RWS
677
Retirement Wealth Solutions
Wisconsin
$2.07K +$2.07K +49 New
WBWA
678
William B. Walkup & Associates
South Carolina
$1.93K – – –
BCM
679
Blume Capital Management
California
$1.93K – – –
FCAS
680
First Command Advisory Services
Texas
$1.93K +$1.93K +40 New
BIG
681
Brooklyn Investment Group
New York
$1.69K – – –
API
682
Asset Planning Inc
California
$1.59K +$1.59K +33 New
FNWA
683
Financial Network Wealth Advisors
Utah
$1.54K -$771 -16 -33%
TCM
684
TD Capital Management
Tennessee
$1.54K – – –
FF
685
Friedenthal Financial
New Jersey
$1.35K – – –
FWA
686
FSC Wealth Advisors
New York
$1.35K – – –
SRCM
687
Signature Resources Capital Management
California
$1.35K – – –
WA
688
Whipplewood Advisors
Colorado
$1.25K +$1.25K +26 New
TC
689
Truvestments Capital
Florida
$1.21K +$1.21K +25 New
CWA
690
Carolina Wealth Advisors
South Carolina
$1.11K – – –
ME
691
McIlrath & Eck
Washington
$963 – – –
DWM
692
Dogwood Wealth Management
Kansas
$962 – – –
WIM
693
Westside Investment Management
California
$915 – – –
RA
694
Rise Advisors
New York
$874 – – –
SFG
695
Stonebridge Financial Group
Pennsylvania
$771 +$771 +16 New
SVCP
696
Silicon Valley Capital Partners
California
$676 – – –
SC
697
SouthState Corp
Florida
$626 +$626 +13 New
OC
698
Oakworth Capital
Alabama
$578 – – –
GFL
699
Granite FO LLC
New Hampshire
$530 – – –
RFS
700
Richardson Financial Services
Massachusetts
$482 +$482 +10 New
26 27
28
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