Yum China
YUMC
778 hedge funds and large institutions have $21.1B invested in Yum China in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 266 increasing their positions, 227 reducing their positions, and 72 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 227
5% more capital invested
Capital invested by funds: $20.1B → $21.1B (+$1.06B)
1% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 72
0.47% less ownership
Funds ownership: 81.71% → 81.24% (-0.47%)
1% less funds holding
Funds holding: 787 → 778 (-9)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
53% less call options, than puts
Call options by funds: $63.2M | Put options by funds: $134M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$343M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$178M |
| 3 |
JP Morgan Chase
New York
|
+$147M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$137M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$92.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$242M |
| 2 |
JCM
Junto Capital Management
New York
|
-$154M |
| 3 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$103M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$78.9M |
| 5 |
Renaissance Technologies
New York
|
-$69.1M |
YUMC Hedge Fund Activity: Q1 2021 in Review
778 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q1 2021, worth a combined $21.1B — up 5.3% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new YUMC positions and 72 closed out — a net gain of 1 holder — while 266 added to existing stakes and 227 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $343M. The largest seller was Invesco, cutting an estimated $242M.
- 778 institutional investors held Yum China (YUMC) as of Q1 2021, down from 787 in Q4 2020.
- Funds reported $21.1B of Yum China stock for Q1 2021, up 5.3% quarter-over-quarter.
- 73 funds opened new Yum China positions in Q1 2021 and 72 closed out, a net change of +1 holder.
- The largest Yum China buyer in Q1 2021 was Schroder Investment Management Group, an estimated $343M added.
- The largest Yum China seller in Q1 2021 was Invesco, an estimated $242M sold.
Based on aggregated 13F filings for Q1 2021.