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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
CCMH
201
Cornerstone Capital Management Holdings
New York
$2.27M +$2.08M +57,559 New
AL
202
Airain Ltd
Guernsey
$2.25M +$2.06M +57,030 New
Nomura Holdings
203
Nomura Holdings
Japan
$2.18M -$2.39M -66,280 -55%
PAI
204
Pittenger & Anderson Inc
Nebraska
$2.18M
QT
205
Quantbot Technologies
New York
$2.15M +$480K +13,298 +32%
HighTower Advisors
206
HighTower Advisors
Illinois
$2.13M +$253K +7,024 +15%
DC
207
Davenport & Co
Virginia
$2.08M +$1.58M +43,701 +485%
CG
208
Cutler Group
California
$2.08M +$1.83M +50,645 +2,438%
GC
209
Guggenheim Capital
Illinois
$2.05M -$2.32M -64,225 -55%
CMBA
210
C.M. Bidwell & Associates
Hawaii
$2.04M +$1.87M +51,855 New
RW
211
Rand Wealth
Maryland
$2.02M -$15.1K -419 -0.8%
EIP
212
Epoch Investment Partners
New York
$1.99M
SC
213
Shellback Capital
Massachusetts
$1.97M +$1.8M +50,000 New
RJFSA
214
Raymond James Financial Services Advisors
Florida
$1.96M +$114K +3,149 +7%
CPO
215
Cerity Partners OCIO
New York
$1.93M +$53.9K +1,494 +3%
Brown Advisory
216
Brown Advisory
Maryland
$1.87M +$200K +5,540 +13%
DADC
217
D.A. Davidson & Co
Montana
$1.85M -$271K -7,516 -14%
B
218
BP
United Kingdom
$1.81M +$1.66M +46,000 New
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$1.79M +$432K +11,975 +36%
HCM
220
Highbridge Capital Management
New York
$1.78M -$3.97M -110,001 -71%
SG Americas Securities
221
SG Americas Securities
New York
$1.78M -$1.87M -51,904 -54%
SFA
222
Sequoia Financial Advisors
Ohio
$1.76M +$1.8K +50 +0.1%
FIM
223
Fernwood Investment Management
Massachusetts
$1.76M +$25.3K +700 +2%
Nomura Asset Management
224
Nomura Asset Management
Japan
$1.74M +$852K +23,600 +115%
PSUF
225
People's United Financial
Connecticut
$1.73M +$1.08M +29,949 +214%

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.