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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 %
BRM
726
Boston Research & Management
Massachusetts
– -$240K -4,320 Closed
WB
727
WesBanco Bank
West Virginia
– -$240K -4,311 Closed
NSAM
728
North Star Asset Management
Wisconsin
– -$240K -4,310 Closed
MWM
729
Modera Wealth Management
New Jersey
– -$240K -4,307 Closed
FCI
730
Financial Counselors Inc
Kansas
– -$239K -4,291 Closed
TAM
731
Taurus Asset Management
New York
– -$238K -4,264 Closed
NAM
732
Nissay Asset Management
Japan
– -$237K -4,258 Closed
BIM
733
Baldwin Investment Management
Pennsylvania
– -$236K -4,235 Closed
SCA
734
Snowden Capital Advisors
New York
– -$234K -4,194 Closed
6F
735
626 Financial
Michigan
– -$230K -4,128 Closed
JWBC
736
J.W. Burns & Co
New York
– -$226K -4,060 Closed
HWM
737
HB Wealth Management
Georgia
– -$226K -4,059 Closed
EI
738
Ellevest Inc
New York
– -$226K -4,048 Closed
CIM
739
Confluence Investment Management
Missouri
– -$224K -4,015 Closed
CCG
740
Ceeto Capital Group
Florida
– -$223K -4,000 Closed
SSI
741
Scott & Selber Inc
Texas
– -$223K -4,000 Closed
CAAM
742
Cornerstone Advisors Asset Management
Pennsylvania
– -$223K -4,000 Closed
BRWA
743
B. Riley Wealth Advisors
Florida
– -$223K -4,000 Closed
WG
744
Welch Group
Alabama
– -$220K -3,950 Closed
IWM
745
IHT Wealth Management
Illinois
– -$217K -3,902 Closed
PTP
746
Platform Technology Partners
New York
– -$216K -3,873 Closed
CSPAM
747
Cary Street Partners Asset Management
Virginia
– -$215K -3,860 Closed
VCA
748
Verdence Capital Advisors
Maryland
– -$213K -3,822 Closed
Chevy Chase Trust
749
Chevy Chase Trust
Maryland
– -$210K -3,776 Closed
PFP
750
Paragon Financial Partners
California
– -$210K -3,762 Closed
28 29
30
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