Yum China
YUMC
673 hedge funds and large institutions have $11.9B invested in Yum China in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 200 increasing their positions, 218 reducing their positions, and 84 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
1% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 84
8% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 218
1% less funds holding
Funds holding: 682 → 673 (-9)
3.39% less ownership
Funds ownership: 74.48% → 71.1% (-3.4%)
9% less capital invested
Capital invested by funds: $13.1B → $11.9B (-$1.22B)
41% less call options, than puts
Call options by funds: $50.5M | Put options by funds: $84.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$140M |
| 2 |
GAM
GuardCap Asset Management
London,
United Kingdom
|
+$134M |
| 3 |
JP Morgan Chase
New York
|
+$96.3M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$65.8M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$514M |
| 2 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
|
-$475M |
| 3 |
Morgan Stanley
New York
|
-$143M |
| 4 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$93.3M |
| 5 |
Neuberger Berman Group
New York
|
-$86M |
YUMC Hedge Fund Activity: Q1 2024 in Review
673 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2024, worth a combined $11.9B — down 9.3% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new YUMC positions and 84 closed out — a net gain of 1 holder — while 200 added to existing stakes and 218 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $140M. The largest seller was Invesco, cutting an estimated $514M.
- 673 institutional investors held Yum China (YUMC) as of Q1 2024, down from 682 in Q4 2023.
- Funds reported $11.9B of Yum China stock for Q1 2024, down 9.3% quarter-over-quarter.
- 85 funds opened new Yum China positions in Q1 2024 and 84 closed out, a net change of +1 holder.
- The largest Yum China buyer in Q1 2024 was Dodge & Cox, an estimated $140M added.
- The largest Yum China seller in Q1 2024 was Invesco, an estimated $514M sold.
Based on aggregated 13F filings for Q1 2024.