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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
CIS
126
Capital International Sarl
California
$9.17M
LOAMS
127
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.08M -$13.7M -378,630 -62%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$9.05M +$7.27M +201,402 +718%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$8.94M -$690K -19,131 -8%
WRF
130
Waddell & Reed Financial
Kansas
$8.68M -$2.53M -70,000 -24%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.17M -$2.92M -80,938 -28%
TI
132
TT International
United Kingdom
$8.02M -$4.67M -129,274 -39%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$7.54M +$3.65M +101,269 +112%
SEI Investments
134
SEI Investments
Pennsylvania
$7.08M +$1.46M +40,419 +29%
PAM
135
Panagora Asset Management
Massachusetts
$7.07M -$289K -8,006 -4%
GH
136
GAM Holding
Switzerland
$6.93M +$28K +776 +0.4%
GA
137
Geneva Advisors
Illinois
$6.93M +$60.4K +1,675 +1%
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$6.8M +$6.23M +172,530 New
VRS
139
Virginia Retirement Systems
Virginia
$6.66M +$39.7K +1,100 +0.7%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$6.54M +$3.47M +96,184 +138%
GT
141
Glenmede Trust
Pennsylvania
$6.51M
Creative Planning
142
Creative Planning
Kansas
$6.48M +$91.5K +2,535 +2%
UCFA
143
United Capital Financial Advisors
Texas
$6.41M -$257K -7,125 -4%
First Manhattan
144
First Manhattan
New York
$6.15M -$1.11M -30,646 -16%
ACI
145
AMP Capital Investors
Australia
$6.15M -$348K -9,639 -6%
DZ Bank
146
DZ Bank
Germany
$6M +$3.81M +105,482 +226%
GPGA
147
Grandeur Peak Global Advisors
Utah
$5.95M +$5.45M +150,925 New
EVM
148
Eaton Vance Management
Massachusetts
$5.94M -$3.02M -83,590 -36%
Lazard Asset Management
149
Lazard Asset Management
New York
$5.86M +$249K +6,901 +5%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$5.67M +$1.99M +55,189 +62%

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.