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Yum China
YUMC

709 hedge funds and large institutions have $18.1B invested in Yum China in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 205 increasing their positions, 216 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 73

18% more capital invested

Capital invested by funds: $15.4B → $18.1B (+$2.7B)

0% more funds holding

Funds holding: 707 → 709 (+2)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

5% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 216

5.28% less ownership

Funds ownership: 84.6% → 79.32% (-5.3%)

34% less call options, than puts

Call options by funds: $137M | Put options by funds: $207M

Holders
709
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
14.31%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
86
Increased
205
Reduced
216
Closed
73
Calls
$137M
Puts
$207M
Net Calls
-$70.1M
Net Calls Change
+$9.09M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$129M
2
JCM
Junto Capital Management
New York
+$90.2M
3
Norges Bank
Norges Bank
Norway
+$88.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$85.3M
5
SCM
Segantii Capital Management
Hong Kong
+$74.4M

Top Sellers

Rank Fund Capital Flow
1
BPIH
Broad Peak Investment Holdings
Singapore
-$78.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.9M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$40.6M
4
JAM
Jupiter Asset Management
United Kingdom
-$33.5M
5
DCM
Driehaus Capital Management
Illinois
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
726
STRS Ohio
Ohio
– -$1.46M -30,276 Closed
AG
727
AIA Group
Hong Kong
– -$1.38M -28,726 Closed
Verition Fund Management
728
Verition Fund Management
Connecticut
– -$765K -15,904 Closed
TCM
729
Teza Capital Management
Illinois
– -$662K -13,762 Closed
QC
730
Quadrature Capital
United Kingdom
– -$654K -13,600 Closed
GAM
731
Greenwoods Asset Management
Cayman Islands
– -$625K -13,000 Closed
FIA
732
FNY Investment Advisers
New York
– -$528K -10,988 Closed
SRAM
733
Stone Ridge Asset Management
New York
– -$505K -10,501 Closed
VF
734
Virtu Financial
New York
– -$503K -10,465 Closed
FC
735
FORA Capital
Florida
– -$494K -10,282 Closed
BP
736
BFAM Partners
Hong Kong
– -$439K -9,134 Closed
IWP
737
Icon Wealth Partners
Texas
– -$396K -8,244 Closed
FRM
738
Fox Run Management
Connecticut
– -$330K -6,862 Closed
AL
739
AJO LP
Pennsylvania
– -$321K -6,682 Closed
FIB
740
First Interstate Bank
Montana
– -$303K -6,307 Closed
PCM
741
Parsons Capital Management
Rhode Island
– -$264K -5,487 Closed
NEPPG
742
New England Professional Planning Group
Rhode Island
– -$274K -5,196 Closed
PCM
743
Prelude Capital Management
New York
– -$248K -5,162 Closed
BWM
744
BigSur Wealth Management
Florida
– -$240K -5,000 Closed
H
745
Hexavest
Quebec, Canada
– -$230K -4,787 Closed
ER
746
Enlightenment Research
Florida
– -$212K -4,400 Closed
AIM
747
Achmea Investment Management
Netherlands
– -$211K -4,389 Closed
IF
748
IRON Financial
Illinois
– -$204K -4,246 Closed
WMSA
749
Weiss Multi-Strategy Advisers
New York
– -$202K -4,205 Closed
C
750
Cerebellum
California
– -$126K -3,145 Closed
28 29
30
31 32

YUMC Hedge Fund Activity: Q3 2020 in Review

709 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2020, worth a combined $18.1B — up 18% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new YUMC positions and 73 closed out — a net gain of 13 holders — while 205 added to existing stakes and 216 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was Broad Peak Investment Holdings, cutting an estimated $78.2M.

  • 709 institutional investors held Yum China (YUMC) as of Q3 2020, up from 707 in Q2 2020.
  • Funds reported $18.1B of Yum China stock for Q3 2020, up 18% quarter-over-quarter.
  • 86 funds opened new Yum China positions in Q3 2020 and 73 closed out, a net change of +13 holders.
  • The largest Yum China buyer in Q3 2020 was BlackRock, an estimated $129M added.
  • The largest Yum China seller in Q3 2020 was Broad Peak Investment Holdings, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2020.