We are live on ! Find out more
YUMC icon

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
PCM
1
Primavera Capital Management
Cayman Islands
$1.22B
BlackRock
2
BlackRock
New York
$1.08B +$220M +6,087,048 +29%
AAM
3
Aberdeen Asset Management
United Kingdom
$970M -$13.5M -372,752 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$477M -$116M -3,214,775 -21%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$465M +$32.8M +909,192 +8%
State Street
6
State Street
Massachusetts
$391M +$14.3M +396,628 +4%
Bank of America
7
Bank of America
North Carolina
$301M -$12.9M -356,094 -4%
ClearBridge Investments
8
ClearBridge Investments
New York
$298M -$12.8M -355,541 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$259M +$16.4M +455,254 +7%
JP Morgan Chase
10
JP Morgan Chase
New York
$224M -$30.6M -847,405 -13%
SAM
11
Southeastern Asset Management
Tennessee
$202M -$170M -4,715,100 -48%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$170M -$21.3M -589,863 -12%
UBS AM
13
UBS AM
Illinois
$164M +$57.9M +1,605,418 +63%
Capital Research Global Investors
14
Capital Research Global Investors
California
$160M -$8.88K -246 -0%
Norges Bank
15
Norges Bank
Norway
$156M -$17.1M -473,353 -11%
Northern Trust
16
Northern Trust
Illinois
$147M +$5.68M +157,477 +4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$145M +$51.6M +1,428,603 +64%
Vanguard Group
18
Vanguard Group
Pennsylvania
$140M +$10.8M +300,116 +9%
Ameriprise
19
Ameriprise
Minnesota
$139M +$36.8M +1,020,928 +41%
Wells Fargo
20
Wells Fargo
California
$135M +$53.8M +1,490,345 +77%
Prudential Financial
21
Prudential Financial
New Jersey
$132M +$108M +3,004,600 +879%
TGA
22
Trilogy Global Advisors
Florida
$121M -$33.9M -938,147 -23%
TCIM
23
TIAA CREF Investment Management
New York
$117M -$63.9M -1,770,161 -37%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$115M +$19M +526,497 +22%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$104M +$4.92M +136,208 +5%

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.