YUMC icon

Yum China
YUMC

Overview Fund Activity

740 hedge funds and large institutions have $20.4B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+10
Holders Change %
+1.37%
% of All Funds
11.84%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
89
Increased
218
Reduced
219
Closed
66
Calls
$83.7M
Puts
$57.9M
Net Calls
+$25.7M
Net Calls Change
-$6.06M

Top Buyers

1
VAM
Vontobel Asset Management
New York
$214M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$188M
4
VAM
Veritas Asset Management
United Kingdom
$78.6M
5
Bank of America
Bank of America
North Carolina
$365M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$13.7M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$214M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$997M
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
Millennium Management
Millennium Management
New York
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
701
Commonwealth Equity Services
Massachusetts
$5.82K -$286 -4,513 -5%
IFAM
702
Institutional & Family Asset Management
Colorado
$5.77K – – –
AF
703
Advisornet Financial
Minnesota
$5.47K – – –
AAG
704
Armstrong Advisory Group
Massachusetts
$5.33K – – –
AFS
705
Annapolis Financial Services
Maryland
$5.07K – – –
BC
706
Barrett & Company
Rhode Island
$5.07K – – –
VWM
707
Valley Wealth Managers
New Jersey
$5.07K – – –
NSG
708
Nalls Sherbakoff Group
Tennessee
$5.04K +$5.04K +80 New
PVH
709
Psagot Value Holdings
Israel
$5K +$5K +78 New
DWMG
710
DB Wealth Management Group
California
$4.82K – – –
ZB
711
Zions Bancorporation
Utah
$4.31K -$127 -2 -3%
FGAM
712
Financial Gravity Asset Management
Texas
$4.07K +$517 +8 +15%
SWM
713
Sugarloaf Wealth Management
Georgia
$3.61K – – –
TAM
714
Tucker Asset Management
Colorado
$3.36K – – –
TJHA
715
Thomas J. Herzfeld Advisors
Florida
$3.3K -$1.33K -21 -29%
CFD
716
Creative Financial Designs
Indiana
$3.24K – – –
APC
717
Aspire Private Capital
North Carolina
$3.23K -$190 -3 -6%
BWA
718
BDO Wealth Advisors
Florida
$3.17K -$3.17K -50 -50%
IGWM
719
ICA Group Wealth Management
Colorado
$3.17K +$3.17K +50 New
BCM
720
Blume Capital Management
California
$2.54K – – –
CCP
721
Carmel Capital Partners
California
$2.54K +$2.54K +40 New
CFGS
722
Concourse Financial Group Securities
Alabama
$2.54K -$11.5K -181 -82%
CWA
723
Clearview Wealth Advisors
Oregon
$2.35K – – –
SC
724
Schubert & Co
Texas
$2.28K +$1.33K +21 +140%
GTAM
725
Global Trust Asset Management
Florida
$2.22K – – –
27 28
29
30 31