We are live on ! Find out more
YUMC icon

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
Macquarie Group
151
Macquarie Group
Australia
$5.53M +$2.91M +80,560 +135%
OC
152
Oppenheimer & Co
New York
$5.47M -$31.8K -880 -0.6%
MAM
153
Mark Asset Management
New York
$5.03M +$4.6M +127,570 New
CSS
154
Cubist Systematic Strategies
Connecticut
$4.63M +$2.99M +82,835 +240%
GEM
155
Global Endowment Management
North Carolina
$4.56M
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$4.55M -$84.8K -2,350 -2%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$4.47M +$230K +6,368 +6%
HS
158
HighVista Strategies
Massachusetts
$4.46M +$4.08M +113,030 New
SEC
159
Seven Eight Capital
New York
$4.29M -$21.7K -600 -0.5%
ACH
160
ArrowMark Colorado Holdings
Colorado
$4.24M -$90.2K -2,500 -2%
Nordea Investment Management
161
Nordea Investment Management
Sweden
$4.21M +$223K +6,191 +6%
AZA
162
Arthur Zaske & Associates
Michigan
$4.12M
NIT
163
NumerixS Investment Technologies
British Columbia, Canada
$4.1M +$147K +4,062 +4%
US Bancorp
164
US Bancorp
Minnesota
$4.03M -$758K -21,007 -17%
Franklin Resources
165
Franklin Resources
California
$4.02M -$48.2M -1,336,444 -93%
BM
166
Bislett Management
California
$3.94M
Charles Schwab
167
Charles Schwab
California
$3.9M +$2.13M +59,081 +149%
GIBU
168
Gulf International Bank (UK)
United Kingdom
$3.68M
AIM
169
abrdn Investment Management
United Kingdom
$3.66M +$3.31M +91,737 +7,735%
CK
170
Cohen Klingenstein
New York
$3.65M
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$3.64M +$59.4K +1,645 +2%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$3.44M +$72.7K +2,014 +2%
BCIM
173
British Columbia Investment Management
British Columbia, Canada
$3.41M +$152K +4,200 +5%
FG
174
Formula Growth
Quebec, Canada
$3.33M -$3.33M -92,387 -52%
CB
175
Commerce Bank
Missouri
$3.29M -$71.5K -1,982 -2%

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.