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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
701
Mass Ave Global
New York
-$165K -3,410 Closed
PFS
702
Prospera Financial Services
Texas
-$111K -2,282 Closed
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
-$86K -1,776 Closed
CWP
704
Concord Wealth Partners
Virginia
-$83K -1,704 Closed
SFG
705
Steward Financial Group
Texas
-$51K -1,067 Closed
CIA
706
Cascade Investment Advisors
Oregon
-$43.6K -900 Closed
MS
707
Marshall & Sullivan
Washington
-$38K -800 Closed
AIP
708
Ahrens Investment Partners
Louisiana
-$32K -666 Closed
GLLW
709
Graves Light Lenhart Wealth
Virginia
-$30K -612 Closed
CA
710
CoreCap Advisors
Michigan
-$27K -565 Closed
BCM
711
Bourgeon Capital Management
Connecticut
-$27K -548 Closed
NIC
712
Northwest Investment Counselors
Oregon
-$19K -386 Closed
HWA
713
HHM Wealth Advisors
Tennessee
-$15K -301 Closed
TCOV
714
Trust Company of Vermont
Vermont
-$12K -250 Closed
BFG
715
Baron Financial Group
New Jersey
-$11.4K -236 Closed
GA
716
GoalVest Advisory
New York
-$9K -194 Closed
HFS
717
Heritage Financial Services
Massachusetts
-$7K -161 Closed
DTIM
718
Danda Trouve Investment Management
Kansas
-$5K -100 Closed
WOSD
719
WFA of San Diego
California
-$4K -75 Closed
SIAP
720
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$2K -44 Closed
SSB
721
Sandy Spring Bank
Maryland
-$2K -43 Closed
BCMLT
722
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1K -27 Closed

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.