Yum China
YUMC
670 hedge funds and large institutions have $14B invested in Yum China in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 142 closing their positions.
82% more call options, than puts
Call options by funds: $136M | Put options by funds: $74.9M
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
1.28% less ownership
Funds ownership: 79.65% → 78.37% (-1.3%)
12% less funds holding
Funds holding: 760 → 670 (-90)
24% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 252
25% less capital invested
Capital invested by funds: $18.6B → $14B (-$4.62B)
57% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$96.4M |
| 2 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$87.2M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$59.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$58.8M |
| 5 |
N
Natixis
Paris,
France
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$260M |
| 2 |
Goldman Sachs
New York
|
-$141M |
| 3 |
CIM
CCLA Investment Management
London,
United Kingdom
|
-$98.5M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$87.9M |
| 5 |
Millennium Management
New York
|
-$57.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
801
Manchester Capital Management
Manchester,
Vermont
| – | -$10K | -200 | Closed |
|
|
BCFD
802
Boit C.F. David
| – | -$8K | -160 | Closed |
|
803
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$6K | -115 | Closed |
|
|
RPCONE
804
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$4K | -100 | Closed |
|
|
DWMG
805
DB Wealth Management Group
San Diego,
California
| – | -$4K | -76 | Closed |
|
|
BA
806
Bellwether Advisors
Lincoln,
Nebraska
| – | -$3K | -64 | Closed |
|
|
RIM
807
Rockbridge Investment Management
Syracuse,
New York
| – | -$2K | -49 | Closed |
|
|
WWMSC
808
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$1K | -27 | Closed |
|
|
CAC
809
Core Alternative Capital
Peachtree Corners,
Georgia
| – | -$1K | -20 | Closed |
|
|
SC
810
Siena Capital
Cincinnati,
Ohio
| – | +$283 | +6 | New |
|
YUMC Hedge Fund Activity: Q1 2022 in Review
670 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2022, worth a combined $14B — down 25% from $18.6B a quarter earlier.
Sellers outnumbered buyers: 142 funds closed out of YUMC and 61 opened new positions — a net loss of 81 holders — while 252 trimmed existing stakes and 192 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $96.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $260M.
- 670 institutional investors held Yum China (YUMC) as of Q1 2022, down from 760 in Q4 2021.
- Funds reported $14B of Yum China stock for Q1 2022, down 25% quarter-over-quarter.
- 61 funds opened new Yum China positions in Q1 2022 and 142 closed out, a net change of -81 holders.
- The largest Yum China buyer in Q1 2022 was T. Rowe Price Associates, an estimated $96.4M added.
- The largest Yum China seller in Q1 2022 was Schroder Investment Management Group, an estimated $260M sold.
Based on aggregated 13F filings for Q1 2022.