Yum China
YUMC
658 hedge funds and large institutions have $13.1B invested in Yum China in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 216 reducing their positions, and 80 closing their positions.
6% more capital invested
Capital invested by funds: $12.4B → $13.1B (+$698M)
1.27% more ownership
Funds ownership: 80.65% → 81.92% (+1.3%)
5% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 80
1% less funds holding
Funds holding: 668 → 658 (-10)
11% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 216
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
52% less call options, than puts
Call options by funds: $42.2M | Put options by funds: $87.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$124M |
| 2 |
O
OppenheimerFunds
New York
|
+$111M |
| 3 |
Morgan Stanley
New York
|
+$96M |
| 4 |
TA
Teachers Advisors
New York
|
+$60.3M |
| 5 |
MICM
Matthews International Capital Management
San Francisco,
California
|
+$55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$139M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$67.4M |
| 3 |
Bank of New York Mellon
New York
|
-$50.2M |
| 4 |
TGA
Trilogy Global Advisors
Winter Park,
Florida
|
-$49.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$43.4M |
YUMC Hedge Fund Activity: Q1 2018 in Review
658 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2018, worth a combined $13.1B — up 5.6% from $12.4B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of YUMC and 76 opened new positions — a net loss of 4 holders — while 216 trimmed existing stakes and 192 added.
The largest buyer was JP Morgan Chase, adding an estimated $124M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $139M sold.
- 658 institutional investors held Yum China (YUMC) as of Q1 2018, down from 668 in Q4 2017.
- Funds reported $13.1B of Yum China stock for Q1 2018, up 5.6% quarter-over-quarter.
- 76 funds opened new Yum China positions in Q1 2018 and 80 closed out, a net change of -4 holders.
- The largest Yum China buyer in Q1 2018 was JP Morgan Chase, an estimated $124M added.
- The largest Yum China seller in Q1 2018 was Southeastern Asset Management, an estimated $139M sold.
Based on aggregated 13F filings for Q1 2018.