Yum China
YUMC
744 hedge funds and large institutions have $20.5B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 219 increasing their positions, 221 reducing their positions, and 66 closing their positions.
44% more call options, than puts
Call options by funds: $83.7M | Put options by funds: $57.9M
36% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 66
16% more capital invested
Capital invested by funds: $17.6B → $20.5B (+$2.87B)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
2% more funds holding
Funds holding: 733 → 744 (+11)
0.09% less ownership
Funds ownership: 77.27% → 77.17% (-0.09%)
1% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$192M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$182M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.6M |
| 4 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$74.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$60.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$137M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$98.3M |
| 3 |
JP Morgan Chase
New York
|
-$75.4M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$66.3M |
| 5 |
Millennium Management
New York
|
-$52M |
YUMC Hedge Fund Activity: Q1 2023 in Review
744 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2023, worth a combined $20.5B — up 16% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new YUMC positions and 66 closed out — a net gain of 24 holders — while 219 added to existing stakes and 221 trimmed.
The largest buyer was Vontobel Asset Management, adding an estimated $192M. The largest seller was Wellington Management Group, cutting an estimated $137M.
- 744 institutional investors held Yum China (YUMC) as of Q1 2023, up from 733 in Q4 2022.
- Funds reported $20.5B of Yum China stock for Q1 2023, up 16% quarter-over-quarter.
- 90 funds opened new Yum China positions in Q1 2023 and 66 closed out, a net change of +24 holders.
- The largest Yum China buyer in Q1 2023 was Vontobel Asset Management, an estimated $192M added.
- The largest Yum China seller in Q1 2023 was Wellington Management Group, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2023.