Yum China
YUMC
709 hedge funds and large institutions have $18.1B invested in Yum China in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 205 increasing their positions, 216 reducing their positions, and 73 closing their positions.
18% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 73
18% more capital invested
Capital invested by funds: $15.4B → $18.1B (+$2.7B)
0% more funds holding
Funds holding: 707 → 709 (+2)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
5% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 216
5.28% less ownership
Funds ownership: 84.6% → 79.32% (-5.3%)
34% less call options, than puts
Call options by funds: $137M | Put options by funds: $207M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$129M |
| 2 |
JCM
Junto Capital Management
New York
|
+$90.2M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$88.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$85.3M |
| 5 |
SCM
Segantii Capital Management
Hong Kong
|
+$74.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPIH
Broad Peak Investment Holdings
Singapore
|
-$78.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$43.9M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$40.6M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$33.5M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$31.9M |
YUMC Hedge Fund Activity: Q3 2020 in Review
709 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2020, worth a combined $18.1B — up 18% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new YUMC positions and 73 closed out — a net gain of 13 holders — while 205 added to existing stakes and 216 trimmed.
The largest buyer was BlackRock, adding an estimated $129M. The largest seller was Broad Peak Investment Holdings, cutting an estimated $78.2M.
- 709 institutional investors held Yum China (YUMC) as of Q3 2020, up from 707 in Q2 2020.
- Funds reported $18.1B of Yum China stock for Q3 2020, up 18% quarter-over-quarter.
- 86 funds opened new Yum China positions in Q3 2020 and 73 closed out, a net change of +13 holders.
- The largest Yum China buyer in Q3 2020 was BlackRock, an estimated $129M added.
- The largest Yum China seller in Q3 2020 was Broad Peak Investment Holdings, an estimated $78.2M sold.
Based on aggregated 13F filings for Q3 2020.