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Yum China

618 hedge funds and large institutions have $12B invested in Yum China in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 45

46% more capital invested

Capital invested by funds: $8.23B → $12B (+$3.78B)

23% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $43.7M

12% more funds holding

Funds holding: 554618 (+64)

0.5% more ownership

Funds ownership: 78.76%79.26% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 205

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
618
Holders Change
+64
Holders Change %
+11.55%
% of All Funds
15.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
112
Increased
171
Reduced
205
Closed
45
Calls
$53.7M
Puts
$43.7M
Net Calls
+$10M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Baring Asset Management
United Kingdom
$14.3M +$13.1M +363,338 New
Korea Investment Corp
102
Korea Investment Corp
South Korea
$14.3M
SAM
103
Shell Asset Management
Netherlands
$13.9M +$7.73M +214,078 +155%
RJA
104
Raymond James & Associates
Florida
$13.8M +$74.8K +2,074 +0.6%
HIMC
105
Heritage Investors Management Corp
Maryland
$13.5M -$59.8K -1,658 -0.5%
FQ
106
First Quadrant
California
$13.4M +$12.2M +339,428 +33,943%
DLA
107
Douglas Lane & Associates
New York
$13.1M -$5.81M -161,026 -33%
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$13M +$9.9M +274,400 +503%
ESG
109
Emerging Sovereign Group
New York
$12.7M -$94.9M -2,630,603 -89%
Credit Agricole
110
Credit Agricole
France
$12.3M +$4.4M +121,894 +64%
Aviva
111
Aviva
United Kingdom
$12.2M +$6.5K +180 +0.1%
GCC
112
Guardian Capital (Canada)
Ontario, Canada
$11.8M +$608K +16,845 +6%
AG
113
Aperio Group
California
$11.7M +$1.58M +43,905 +17%
AIMCA
114
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.5M +$10.5M +291,700 New
KFC
115
Klingenstein Fields & Co
New York
$11.1M +$32.1K +890 +0.3%
Citigroup
116
Citigroup
New York
$10.7M -$3.86M -107,001 -28%
CWM
117
CIBC World Markets
New York
$10.5M +$9.57M +265,200 New
Canada Life
118
Canada Life
Manitoba, Canada
$10.3M +$312K +8,643 +3%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$10.1M -$2.01M -55,833 -18%
KBC Group
120
KBC Group
Belgium
$9.96M +$7.47M +207,072 +455%
BIM
121
Bogle Investment Management
Massachusetts
$9.94M +$9.1M +252,139 New
KCM
122
Kingdon Capital Management
New York
$9.42M +$8.62M +238,851 New
Barclays
123
Barclays
United Kingdom
$9.38M +$942K +26,095 +12%
AllianceBernstein
124
AllianceBernstein
Tennessee
$9.37M -$3.71M -102,685 -30%
AAF
125
Andra AP-fonden
Sweden
$9.22M -$696K -19,300 -8%

YUMC Hedge Fund Activity: Q2 2017 in Review

618 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2017, worth a combined $12B — up 46% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new YUMC positions and 45 closed out — a net gain of 67 holders — while 171 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $220M. The largest seller was Corvex Management, exiting entirely with an estimated $282M sold.

  • 618 institutional investors held Yum China (YUMC) as of Q2 2017, up from 554 in Q1 2017.
  • Funds reported $12B of Yum China stock for Q2 2017, up 46% quarter-over-quarter.
  • 112 funds opened new Yum China positions in Q2 2017 and 45 closed out, a net change of +67 holders.
  • The largest Yum China buyer in Q2 2017 was BlackRock, an estimated $220M added.
  • The largest Yum China seller in Q2 2017 was Corvex Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2017.