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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
SC
201
Shay Capital
New York
$1.84M +$1.6M +38,000 New
Nomura Holdings
202
Nomura Holdings
Japan
$1.81M -$623K -14,789 -29%
William Blair & Company
203
William Blair & Company
Illinois
$1.8M +$12.5K +296 +0.8%
BCI
204
Brinker Capital Investments
Pennsylvania
$1.8M -$64.3K -1,528 -4%
Nomura Asset Management
205
Nomura Asset Management
Japan
$1.74M
MME
206
Meag Munich Ergo
Germany
$1.73M -$421K -10,000 -22%
FIM
207
Fernwood Investment Management
Massachusetts
$1.7M -$168K -4,000 -10%
HighTower Advisors
208
HighTower Advisors
Illinois
$1.66M -$116K -2,765 -7%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$1.66M
BC
210
Bartlett & Co
Ohio
$1.66M
UCFA
211
United Capital Financial Advisors
Texas
$1.64M -$27.5K -654 -2%
QI
212
Qtron Investments
Massachusetts
$1.63M
GH
213
GAM Holding
Switzerland
$1.59M +$462K +10,970 +50%
Ensign Peak Advisors
214
Ensign Peak Advisors
Utah
$1.56M
WHG
215
Westwood Holdings Group
Texas
$1.54M -$7.88K -187 -0.6%
Mariner
216
Mariner
Kansas
$1.53M +$285K +6,777 +27%
DADC
217
D.A. Davidson & Co
Montana
$1.48M -$15.5K -367 -1%
ZCA
218
Zeke Capital Advisors
Pennsylvania
$1.48M -$135K -3,215 -10%
CCA
219
Cadent Capital Advisors
Oklahoma
$1.46M +$42 +1 +0%
First Manhattan
220
First Manhattan
New York
$1.42M +$13.5K +321 +0.9%
SG Americas Securities
221
SG Americas Securities
New York
$1.42M -$6.53M -155,147 -84%
EHC
222
Everett Harris & Co
California
$1.4M -$25.3K -600 -2%
AI
223
Atria Investments
North Carolina
$1.39M +$29.6K +703 +3%
CWM
224
Congress Wealth Management
Massachusetts
$1.39M +$123K +2,917 +11%
PAMI
225
Perseverance Asset Management International
Cayman Islands
$1.37M

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.