Yum China
YUMC
735 hedge funds and large institutions have $17.8B invested in Yum China in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 227 increasing their positions, 224 reducing their positions, and 73 closing their positions.
56% more call options, than puts
Call options by funds: $55.2M | Put options by funds: $35.3M
1% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 224
1% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 73
1% less funds holding
Funds holding: 744 → 735 (-9)
1.8% less ownership
Funds ownership: 77.17% → 75.37% (-1.8%)
13% less capital invested
Capital invested by funds: $20.5B → $17.8B (-$2.64B)
48% less funds holding in top 10
Funds holding in top 10: 21 → 11 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$88.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$85.1M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$43.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$43.3M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$292M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$140M |
| 3 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$87.6M |
| 4 |
SCM
Somerset Capital Management
London,
United Kingdom
|
-$81.4M |
| 5 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
|
-$68.5M |
YUMC Hedge Fund Activity: Q2 2023 in Review
735 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2023, worth a combined $17.8B — down 13% from $20.5B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of YUMC and 72 opened new positions — a net loss of 1 holder — while 224 trimmed existing stakes and 227 added.
The largest buyer was Man Group, opening a new position worth an estimated $88.8M. The largest seller was Invesco, cutting an estimated $292M.
- 735 institutional investors held Yum China (YUMC) as of Q2 2023, down from 744 in Q1 2023.
- Funds reported $17.8B of Yum China stock for Q2 2023, down 13% quarter-over-quarter.
- 72 funds opened new Yum China positions in Q2 2023 and 73 closed out, a net change of -1 holder.
- The largest Yum China buyer in Q2 2023 was Man Group, an estimated $88.8M added.
- The largest Yum China seller in Q2 2023 was Invesco, an estimated $292M sold.
Based on aggregated 13F filings for Q2 2023.