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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.43%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$412M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$229M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$199M
2
Invesco
Invesco
Georgia
$160M
3
Dodge & Cox
Dodge & Cox
California
$410M
4
GAM
GuardCap Asset Management
United Kingdom
$544M
5
MIP
Mondrian Investment Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
751
Toth Financial Advisory
Virginia
– -$39.6K -880 Closed
JSP
752
Jackson Square Partners
California
– -$36.2K -805 Closed
National Bank of Canada
753
National Bank of Canada
Quebec, Canada
– -$35.9K -798 Closed
MAM
754
Magellan Asset Management
Australia
– -$24.9K -552 Closed
AF
755
Arrow Financial
New York
– -$22.5K -500 Closed
Twin Tree Management
756
Twin Tree Management
Texas
– -$16.7K -370 Closed
AAP
757
Arax Advisory Partners
Colorado
– -$12K -266 Closed
JIP
758
Jaffetilchin Investment Partners
Florida
– -$11.1K -246 Closed
NFA
759
Northwest Financial Advisors
Virginia
– -$9.72K -216 Closed
BWP
760
Baldwin Wealth Partners
Massachusetts
– -$9.23K -205 Closed
NFSG
761
Newbridge Financial Services Group
Florida
– -$9K -200 Closed
GSEP
762
Golden State Equity Partners
California
– -$8.64K -192 Closed
NS
763
NBC Securities
Alabama
– -$7K -174 Closed
PCA
764
Providence Capital Advisors
North Carolina
– -$7.38K -164 Closed
UCI
765
Uncommon Cents Investing
Wisconsin
– -$7.2K -160 Closed
HIA
766
Harbor Investment Advisory
Maryland
– -$6.75K -150 Closed
CPA
767
Clear Point Advisors
New York
– -$6.75K -150 Closed
OA
768
Operose Advisors
Wisconsin
– -$6.62K -147 Closed
SHIM
769
Stone House Investment Management
Pennsylvania
– -$4.59K -102 Closed
DI
770
DAGCO Inc
Ohio
– -$3.6K -80 Closed
PS
771
Planned Solutions
California
– -$3.6K -80 Closed
GJWM
772
Gilliland Jeter Wealth Management
Arkansas
– -$2.75K -61 Closed
N
773
Natixis
France
– -$2.43K -54 Closed
APC
774
Aspire Private Capital
North Carolina
– -$2.21K -49 Closed
CA
775
Claris Advisors
Missouri
– -$1.8K -40 Closed
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