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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
EFMH
101
E Fund Management (HK)
Hong Kong
$14.2M +$1.74M +41,310 +16%
EFM
102
E Fund Management
China
$14.2M +$12.3M +292,285 New
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$13.7M +$3.5M +83,140 +42%
Aviva
104
Aviva
United Kingdom
$13.7M +$194K +4,605 +2%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$13.3M -$696K -16,524 -6%
MFAM
106
Motley Fool Asset Management
Virginia
$13.1M +$5.33M +126,666 +84%
NSRI
107
New Silk Road Investment
Singapore
$13M -$1.47M -34,800 -11%
Fuller & Thaler Asset Management
108
Fuller & Thaler Asset Management
California
$12.5M +$390K +9,271 +4%
SEI Investments
109
SEI Investments
Pennsylvania
$12.1M +$3.8M +90,175 +56%
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$12.1M +$232K +5,520 +2%
AAF
111
Andra AP-fonden
Sweden
$11.3M +$9.8M +232,700 New
KBC Group
112
KBC Group
Belgium
$10.7M -$512K -12,153 -5%
Wells Fargo
113
Wells Fargo
California
$10.5M -$6.71M -159,252 -42%
American Century Companies
114
American Century Companies
Missouri
$10.1M +$1.5M +35,583 +21%
FAM
115
Fred Alger Management
New York
$9.91M +$8.6M +204,311 New
JFL
116
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.86M +$25.3K +600 +0.3%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$9.71M +$350K +8,300 +4%
FCIM
118
Fairview Capital Investment Management
California
$9.51M -$3.77M -89,531 -31%
ZIG
119
Zuckerman Investment Group
Illinois
$9.47M -$116K -2,765 -1%
Charles Schwab
120
Charles Schwab
California
$9.44M -$1.26M -30,001 -13%
SSA
121
Schonfeld Strategic Advisors
New York
$9.21M -$2.42M -57,473 -23%
Stifel Financial
122
Stifel Financial
Missouri
$9.13M -$7.66K -182 -0.1%
MIS
123
Morningstar Investment Services
Illinois
$9.09M +$916K +21,759 +13%
Nordea Investment Management
124
Nordea Investment Management
Sweden
$9.05M +$258K +6,119 +3%
Citigroup
125
Citigroup
New York
$8.98M -$3.36M -79,734 -30%

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.