Yum China
YUMC
700 hedge funds and large institutions have $17.3B invested in Yum China in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 219 increasing their positions, 241 reducing their positions, and 80 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
3% less capital invested
Capital invested by funds: $17.8B → $17.3B (-$520M)
9% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 241
1.36% less ownership
Funds ownership: 75.37% → 74.01% (-1.4%)
5% less funds holding
Funds holding: 735 → 700 (-35)
25% less call options, than puts
Call options by funds: $73.4M | Put options by funds: $97.8M
35% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$173M |
| 2 |
Amundi
Paris,
France
|
+$63.3M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$51.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$46.8M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$216M |
| 2 |
BlackRock
New York
|
-$178M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$105M |
| 4 |
Man Group
London,
United Kingdom
|
-$82.3M |
| 5 |
Holocene Advisors
New York
|
-$72.7M |
YUMC Hedge Fund Activity: Q3 2023 in Review
700 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2023, worth a combined $17.3B — down 2.9% from $17.8B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of YUMC and 52 opened new positions — a net loss of 28 holders — while 241 trimmed existing stakes and 219 added.
The largest buyer was JP Morgan Chase, adding an estimated $173M. The largest seller was Invesco, cutting an estimated $216M.
- 700 institutional investors held Yum China (YUMC) as of Q3 2023, down from 735 in Q2 2023.
- Funds reported $17.3B of Yum China stock for Q3 2023, down 2.9% quarter-over-quarter.
- 52 funds opened new Yum China positions in Q3 2023 and 80 closed out, a net change of -28 holders.
- The largest Yum China buyer in Q3 2023 was JP Morgan Chase, an estimated $173M added.
- The largest Yum China seller in Q3 2023 was Invesco, an estimated $216M sold.
Based on aggregated 13F filings for Q3 2023.