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Yum China
YUMC

Overview Fund Activity

708 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
9.43%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
115
Increased
204
Reduced
217
Closed
71
Calls
$268M
Puts
$131M
Net Calls
+$137M
Net Calls Change
+$24M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$244M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$412M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$203M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$229M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$199M
2
Invesco
Invesco
Georgia
$160M
3
Dodge & Cox
Dodge & Cox
California
$410M
4
GAM
GuardCap Asset Management
United Kingdom
$544M
5
MIP
Mondrian Investment Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
201
Commerce Bank
Missouri
$2.33M -$228K -4,738 -9%
DIA
202
Dean Investment Associates
Ohio
$2.33M +$101K +2,091 +5%
SWA
203
Stratos Wealth Advisors
Ohio
$2.28M -$173K -3,593 -7%
TCCM
204
Timber Creek Capital Management
Massachusetts
$2.27M +$5.35K +111 +0.2%
M&T Bank
205
M&T Bank
New York
$2.24M -$3.42K -71 -0.2%
Nomura Asset Management
206
Nomura Asset Management
Japan
$2.21M – – –
NGA
207
Naples Global Advisors
Florida
$2.2M -$90.2K -1,873 -4%
Stifel Financial
208
Stifel Financial
Missouri
$2.15M +$219K +4,548 +11%
TPCM
209
Templeton & Phillips Capital Management
Tennessee
$2.13M -$11K -229 -0.5%
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$2.11M – – –
California State Teachers Retirement System (CalSTRS)
211
California State Teachers Retirement System (CalSTRS)
California
$2.08M -$1.6M -33,158 -43%
GCM
212
Gallacher Capital Management
Colorado
$2.02M – – –
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$1.97M -$12.4K -258 -0.6%
EWA
214
Exencial Wealth Advisors
Oklahoma
$1.97M -$317K -6,586 -14%
NYLIM
215
New York Life Investment Management
New York
$1.96M -$222K -4,603 -10%
Osaic Holdings
216
Osaic Holdings
Arizona
$1.94M +$29.2K +607 +2%
Toronto Dominion Bank
217
Toronto Dominion Bank
Ontario, Canada
$1.89M – – –
Corient Private Wealth
218
Corient Private Wealth
Florida
$1.85M -$11.5K -238 -0.6%
BCWM
219
Bartlett & Co Wealth Management
Ohio
$1.83M -$5.73K -119 -0.3%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$1.77M +$232K +4,817 +15%
AA
221
Altman Advisors
Illinois
$1.76M +$1.76M +36,625 New
BCI
222
Brinker Capital Investments
Pennsylvania
$1.74M +$1.17M +24,274 +205%
OPS
223
Orion Portfolio Solutions
Nebraska
$1.74M +$1.17M +24,274 +205%
GC
224
Giverny Capital
Quebec, Canada
$1.74M – – –
VPIM
225
Vanguard Personalized Indexing Management
California
$1.71M +$183K +3,795 +12%
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