Yum China
YUMC
710 hedge funds and large institutions have $13.7B invested in Yum China in 2019 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 198 increasing their positions, 223 reducing their positions, and 50 closing their positions.
146% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 50
38% more capital invested
Capital invested by funds: $9.94B → $13.7B (+$3.78B)
10% more funds holding
Funds holding: 645 → 710 (+65)
2.45% more ownership
Funds ownership: 78.16% → 80.6% (+2.4%)
11% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 223
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
42% less call options, than puts
Call options by funds: $52.2M | Put options by funds: $89.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$307M |
| 2 |
BlackRock
New York
|
+$251M |
| 3 |
JP Morgan Chase
New York
|
+$184M |
| 4 |
Goldman Sachs
New York
|
+$92.7M |
| 5 |
Man Group
London,
United Kingdom
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
-$192M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$168M |
| 3 |
ClearBridge Investments
New York
|
-$149M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$135M |
| 5 |
VAM
Vontobel Asset Management
New York
|
-$82.2M |
YUMC Hedge Fund Activity: Q1 2019 in Review
710 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2019, worth a combined $13.7B — up 38% from $9.94B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new YUMC positions and 50 closed out — a net gain of 73 holders — while 198 added to existing stakes and 223 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $307M. The largest seller was Genesis Asset Managers, exiting entirely with an estimated $192M sold.
- 710 institutional investors held Yum China (YUMC) as of Q1 2019, up from 645 in Q4 2018.
- Funds reported $13.7B of Yum China stock for Q1 2019, up 38% quarter-over-quarter.
- 123 funds opened new Yum China positions in Q1 2019 and 50 closed out, a net change of +73 holders.
- The largest Yum China buyer in Q1 2019 was OppenheimerFunds, an estimated $307M added.
- The largest Yum China seller in Q1 2019 was Genesis Asset Managers, an estimated $192M sold.
Based on aggregated 13F filings for Q1 2019.