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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
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$5.18M -$6.65M -157,902 -60%
SAM
152
Shell Asset Management
Netherlands
$5.11M -$1.08M -25,580 -20%
OC
153
Optimas Capital
Hong Kong
$5.07M +$4.4M +104,500 New
WAS
154
Wesleyan Assurance Society
United Kingdom
$4.88M
LPL Financial
155
LPL Financial
California
$4.83M +$50.2K +1,191 +1%
SCH
156
Springs Capital (HK)
Hong Kong
$4.8M +$4.17M +98,924 New
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$4.6M -$93.9K -2,231 -2%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$4.59M +$3.99M +94,717 New
California State Teachers Retirement System (CalSTRS)
159
California State Teachers Retirement System (CalSTRS)
California
$4.51M -$7.26M -172,287 -65%
LIP
160
Liontrust Investment Partners
United Kingdom
$4.38M -$42.1K -1,000 -8%
Bank Julius Baer & Co
161
Bank Julius Baer & Co
Switzerland
$4.37M +$236K +5,606 +7%
PI
162
PEAK6 Investments
Illinois
$4.34M +$827K +19,645 +31%
N
163
Natixis
France
$4.14M -$52.3M -1,241,846 -94%
National Pension Service
164
National Pension Service
South Korea
$4.1M +$3.25M +77,244 +1,065%
Caisse de Depot et Placement du Quebec (CDPQ)
165
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.97M +$3.45M +81,907 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$3.95M -$35.2K -837 -1%
CB
167
Commerce Bank
Missouri
$3.76M +$143K +3,392 +5%
LP
168
LMR Partners
United Kingdom
$3.73M +$2.79M +66,194 +616%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$3.49M -$132K -3,125 -4%
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
$3.42M +$484K +11,489 +19%
UIM
171
USS Investment Management
United Kingdom
$3.37M +$307K +7,300 +12%
MFS
172
Mirabella Financial Services
United Kingdom
$3.31M +$2.87M +68,250 New
YIA
173
YHB Investment Advisors
Connecticut
$3.26M -$32.6K -773 -1%
VI
174
Vestcor Inc
New Brunswick, Canada
$3.19M -$517K -12,282 -16%
BS
175
Banco Santander
Spain
$3.12M +$271K +6,440 +11%

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.