Yum China
YUMC
680 hedge funds and large institutions have $13B invested in Yum China in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 187 increasing their positions, 206 reducing their positions, and 69 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 8 → 16 (+8)
85% more call options, than puts
Call options by funds: $246M | Put options by funds: $133M
81% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 69
43% more capital invested
Capital invested by funds: $9.05B → $13B (+$3.94B)
8% more funds holding
Funds holding: 628 → 680 (+52)
0.29% less ownership
Funds ownership: 74.79% → 74.5% (-0.29%)
9% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 206
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$117M |
| 2 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$109M |
| 3 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
+$99.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$86.9M |
| 5 |
KI
Keystone Investors
Singapore
|
+$73.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$311M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$140M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$109M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$74.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$53.3M |
YUMC Hedge Fund Activity: Q3 2024 in Review
680 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2024, worth a combined $13B — up 43% from $9.05B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new YUMC positions and 69 closed out — a net gain of 56 holders — while 187 added to existing stakes and 206 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $311M.
- 680 institutional investors held Yum China (YUMC) as of Q3 2024, up from 628 in Q2 2024.
- Funds reported $13B of Yum China stock for Q3 2024, up 43% quarter-over-quarter.
- 125 funds opened new Yum China positions in Q3 2024 and 69 closed out, a net change of +56 holders.
- The largest Yum China buyer in Q3 2024 was Fidelity Investments, an estimated $117M added.
- The largest Yum China seller in Q3 2024 was Invesco, an estimated $311M sold.
Based on aggregated 13F filings for Q3 2024.