Yum China
YUMC
554 hedge funds and large institutions have $8.23B invested in Yum China in 2017 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 211 reducing their positions, and 73 closing their positions.
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
16% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 73
6% more capital invested
Capital invested by funds: $7.73B → $8.23B (+$496M)
1.49% more ownership
Funds ownership: 77.27% → 78.76% (+1.5%)
1% more funds holding
Funds holding: 549 → 554 (+5)
35% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 211
49% less call options, than puts
Call options by funds: $21.3M | Put options by funds: $41.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$554M |
| 2 |
ESG
Emerging Sovereign Group
New York
|
+$78.9M |
| 3 |
HIM
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
+$59.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$54.2M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$343M |
| 2 |
CM
Corvex Management
New York
|
-$114M |
| 3 |
SCP
Soroban Capital Partners
New York
|
-$43.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.6M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$23.4M |
YUMC Hedge Fund Activity: Q1 2017 in Review
554 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2017, worth a combined $8.23B — up 6.4% from $7.73B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new YUMC positions and 73 closed out — a net gain of 12 holders — while 137 added to existing stakes and 211 trimmed.
The largest buyer was BlackRock, adding an estimated $554M. The largest seller was Magellan Asset Management, exiting entirely with an estimated $343M sold.
- 554 institutional investors held Yum China (YUMC) as of Q1 2017, up from 549 in Q4 2016.
- Funds reported $8.23B of Yum China stock for Q1 2017, up 6.4% quarter-over-quarter.
- 85 funds opened new Yum China positions in Q1 2017 and 73 closed out, a net change of +12 holders.
- The largest Yum China buyer in Q1 2017 was BlackRock, an estimated $554M added.
- The largest Yum China seller in Q1 2017 was Magellan Asset Management, an estimated $343M sold.
Based on aggregated 13F filings for Q1 2017.