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Yum China
YUMC

Overview Fund Activity

679 hedge funds and large institutions have $13.1B invested in Yum China in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.95%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
95
Increased
172
Reduced
247
Closed
101
Calls
$51.3M
Puts
$40M
Net Calls
+$11.3M
Net Calls Change
+$35.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$256M
2
Dodge & Cox
Dodge & Cox
California
$134M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$346M
4
MIP
Mondrian Investment Partners
United Kingdom
$68.7M
5
Man Group
Man Group
United Kingdom
$49.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$103M
2
AI
Axiom Investors
Connecticut
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$769M
4
BlackRock
BlackRock
New York
$838M
5
SCM
Somerset Capital Management
United Kingdom
$785K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
701
Cary Street Partners Investment Advisory
Virginia
– -$520K -9,327 Closed
SWP
702
Stratos Wealth Partners
Ohio
– -$465K -8,348 Closed
MIP
703
Marietta Investment Partners
Wisconsin
– -$402K -7,216 Closed
AC
704
AXQ Capital
New Jersey
– -$362K -6,500 Closed
BFS
705
Bradley Foster & Sargent
Connecticut
– -$359K -6,360 Closed
RFC
706
Regions Financial Corp
Alabama
– -$346K -6,206 Closed
Lido Advisors
707
Lido Advisors
California
– -$315K -5,653 Closed
JF
708
Jump Financial
Illinois
– -$304K -5,452 Closed
QCM
709
Quantinno Capital Management
New York
– -$303K -5,431 Closed
BFG
710
Bleakley Financial Group
New Jersey
– -$300K -5,389 Closed
SS
711
Simplicity Solutions
Minnesota
– -$300K -5,389 Closed
GH
712
GAM Holding
Switzerland
– -$298K -5,344 Closed
CCA
713
Checchi Capital Advisers
California
– -$291K -5,221 Closed
EWM
714
Evercore Wealth Management
New York
– -$283K -5,071 Closed
AAS
715
Avantax Advisory Services
Texas
– -$270K -4,838 Closed
KLI
716
Kelman-Lazarov Inc
Tennessee
– -$257K -4,619 Closed
LJAC
717
L.J. Altfest & Co
New York
– -$257K -4,619 Closed
MYIA
718
Mount Yale Investment Advisors
Colorado
– -$254K -4,567 Closed
GCA
719
Gradient Capital Advisors
California
– -$250K -4,493 Closed
H
720
HoyleCohen
California
– -$248K -4,452 Closed
MLL
721
Moody Lynn & Lieberson
Massachusetts
– -$247K -4,433 Closed
EWA
722
EP Wealth Advisors
California
– -$247K -4,427 Closed
KeyBank National Association
723
KeyBank National Association
Ohio
– -$246K -4,416 Closed
BTWM
724
Baker Tilly Wealth Management
Wisconsin
– -$244K -4,378 Closed
SSWM
725
Smith Salley Wealth Management
North Carolina
– -$241K -4,329 Closed
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