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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
LPL Financial
176
LPL Financial
California
$3.21M +$426K +11,806 +17%
M&T Bank
177
M&T Bank
New York
$3.2M -$131K -3,618 -4%
Principal Financial Group
178
Principal Financial Group
Iowa
$3.13M +$1.69M +46,885 +144%
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$3.06M -$220K -6,100 -7%
DILIC
180
Dai-ichi Life Insurance Company
Japan
$3.05M +$986K +27,316 +55%
CANY
181
Caxton Associates (New York)
New York
$2.96M +$1.97M +54,525 +266%
Squarepoint
182
Squarepoint
New York
$2.95M -$143K -3,964 -5%
Neuberger Berman Group
183
Neuberger Berman Group
New York
$2.93M +$711K +19,696 +36%
NSAM
184
North Star Asset Management
Wisconsin
$2.85M +$6.86K +190 +0.3%
ZIC
185
ZWJ Investment Counsel
Georgia
$2.78M +$70.2K +1,944 +3%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$2.76M
URS
187
Utah Retirement Systems
Utah
$2.67M +$144K +4,000 +6%
Truist Financial
188
Truist Financial
North Carolina
$2.65M +$193K +5,359 +9%
BUB
189
BBVA USA Bancshares
Texas
$2.6M +$27.1K +752 +1%
XK
190
Xact Kapitalforvaltning
Sweden
$2.56M +$148K +4,100 +7%
SWM
191
SVA Wealth Management
Wisconsin
$2.51M +$2.3M +63,613 New
AIM
192
ARGA Investment Management
Connecticut
$2.5M +$541K +15,000 +31%
1832 Asset Management
193
1832 Asset Management
Ontario, Canada
$2.5M +$2.28M +63,200 New
William Blair & Company
194
William Blair & Company
Illinois
$2.45M +$36 +1 +0%
FBC
195
Fairfield, Bush & Co
Connecticut
$2.41M
SF
196
Synovus Financial
Georgia
$2.4M -$388K -10,747 -15%
CTA
197
Colonial Trust Advisors
South Carolina
$2.36M +$240K +6,645 +12%
AI
198
Axiom Investors
Connecticut
$2.35M +$5.59K +155 +0.3%
HI
199
HBK Investments
Texas
$2.33M -$13M -359,000 -86%
GG
200
Gofen & Glossberg
Illinois
$2.28M -$245K -6,780 -10%

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.