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Yum China

664 hedge funds and large institutions have $15.9B invested in Yum China in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 253 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $114M | Put options by funds: $44.5M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3.73% more ownership

Funds ownership: 77.23%80.96% (+3.7%)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$118M)

3% less funds holding

Funds holding: 683664 (-19)

17% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 64

36% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 253

Holders
664
Holders Change
-19
Holders Change %
-2.78%
% of All Funds
11.44%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.36%
New
53
Increased
163
Reduced
253
Closed
64
Calls
$114M
Puts
$44.5M
Net Calls
+$69.3M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
126
Harvest Fund Management
China
$8.08M -$158K -3,287 -2%
MFWM
127
Motley Fool Wealth Management
Virginia
$8.05M -$139K -2,898 -2%
Macquarie Group
128
Macquarie Group
Australia
$7.97M +$1.46M +30,413 +22%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$7.77M +$1.85M +38,599 +31%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$7.68M +$544K +11,335 +8%
CK
131
Cohen Klingenstein
New York
$7.53M
JFL
132
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.25M -$2.41M -50,110 -25%
Public Sector Pension Investment Board (PSP Investments)
133
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.2M -$57.6K -1,200 -0.8%
Squarepoint
134
Squarepoint
New York
$7.14M +$6.86M +142,918 +1,818%
AssetMark Inc
135
AssetMark Inc
California
$6.93M -$7.82M -162,769 -53%
Citigroup
136
Citigroup
New York
$6.91M -$1.88M -39,110 -21%
PMFA
137
Plante Moran Financial Advisors
Michigan
$6.89M -$2.26K -47 -0%
EAM
138
Erste Asset Management
Austria
$6.62M
Russell Investments Group
139
Russell Investments Group
United Kingdom
$6.49M -$21.6M -448,735 -77%
NSLI
140
Nan Shan Life Insurance
Taiwan
$6.47M
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$6.11M -$744K -15,500 -11%
California State Teachers Retirement System (CalSTRS)
142
California State Teachers Retirement System (CalSTRS)
California
$6.06M +$1.69M +35,092 +38%
Truist Financial
143
Truist Financial
North Carolina
$5.62M -$769K -16,010 -12%
MIS
144
Morningstar Investment Services
Illinois
$5.48M -$2.8M -58,381 -31%
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.33M +$1.47M +30,656 +37%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$5.21M +$160K +3,340 +3%
LPL Financial
147
LPL Financial
California
$4.78M +$71.4K +1,486 +1%
WAS
148
Wesleyan Assurance Society
United Kingdom
$4.75M
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$4.74M +$4.81M +100,115 New
SCH
150
Springs Capital (HK)
Hong Kong
$4.68M

YUMC Hedge Fund Activity: Q3 2022 in Review

664 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2022, worth a combined $15.9B — up 0.75% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of YUMC and 53 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 163 added.

The largest buyer was Vanguard Group, adding an estimated $709M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $83.2M.

  • 664 institutional investors held Yum China (YUMC) as of Q3 2022, down from 683 in Q2 2022.
  • Funds reported $15.9B of Yum China stock for Q3 2022, up 0.75% quarter-over-quarter.
  • 53 funds opened new Yum China positions in Q3 2022 and 64 closed out, a net change of -11 holders.
  • The largest Yum China buyer in Q3 2022 was Vanguard Group, an estimated $709M added.
  • The largest Yum China seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2022.