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Yum China
YUMC

Overview Fund Activity

772 hedge funds and large institutions have $21.1B invested in Yum China in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 263 increasing their positions, 225 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-9
Holders Change %
-1.15%
% of All Funds
13.59%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.28%
New
73
Increased
263
Reduced
225
Closed
72
Calls
$63.2M
Puts
$134M
Net Calls
-$70.5M
Net Calls Change
+$52.7M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.77B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$835M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.18B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$440M
5
GQG Partners
GQG Partners
Florida
$91.8M

Top Sellers

1
Invesco
Invesco
Georgia
$2.24B
2
JCM
Junto Capital Management
New York
$0
3
MIP
Mondrian Investment Partners
United Kingdom
$5.4M
4
Capital International Investors
Capital International Investors
California
$77.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
801
Summit Wealth & Retirement Planning
California
– -$301K -5,274 Closed
FTUS
802
Flow Traders U.S.
New York
– -$293K -5,126 Closed
QT
803
Quantamental Technologies
New York
– -$292K -5,117 Closed
ST
804
Spinnaker Trust
Maine
– -$237K -4,168 Closed
PAM
805
Pinpoint Asset Management
Hong Kong
– -$234K -4,098 Closed
WP
806
WealthShield Partners
North Carolina
– -$229K -4,000 Closed
W
807
WealthStone
Ohio
– -$214K -3,757 Closed
VWM
808
Venturi Wealth Management
Texas
– -$204K -3,567 Closed
FTDI
809
First Trust Direct Indexing
Massachusetts
– -$117K -2,046 Closed
ASN
810
Advisory Services Network
Georgia
– -$109K -1,915 Closed
CAAS
811
Capital Asset Advisory Services
Michigan
– -$107K -1,879 Closed
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$104K -1,820 Closed
CMBA
813
C.M. Bidwell & Associates
Hawaii
– -$103K -1,797 Closed
SWA
814
Safir Wealth Advisors
New Hampshire
– -$95K -1,672 Closed
RWA
815
Ropes Wealth Advisors
Massachusetts
– -$52K -903 Closed
VCM
816
Vigilant Capital Management
Maine
– -$43K -760 Closed
CYG
817
Clean Yield Group
Vermont
– -$34K -600 Closed
FBT
818
First Bank & Trust
South Dakota
– -$33K -576 Closed
BHWM
819
Bay Harbor Wealth Management
Maryland
– -$28K -498 Closed
D
820
Diversified
Delaware
– -$19K -367 Closed
PWM
821
Perigon Wealth Management
California
– -$20K -358 Closed
CCA
822
Childress Capital Advisors
Texas
– -$17K -306 Closed
FAM
823
Fred Alger Management
New York
– -$17K -304 Closed
AWG
824
Altus Wealth Group
Colorado
– -$17K -300 Closed
TPWA
825
TRUE Private Wealth Advisors
Oregon
– -$12K -213 Closed
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