Yum China
YUMC
804 hedge funds and large institutions have $24.5B invested in Yum China in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 274 increasing their positions, 231 reducing their positions, and 54 closing their positions.
61% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 54
19% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 231
16% more capital invested
Capital invested by funds: $21.1B → $24.5B (+$3.38B)
4% more funds holding
Funds holding: 776 → 804 (+28)
1.78% more ownership
Funds ownership: 81.31% → 83.09% (+1.8%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
24% less call options, than puts
Call options by funds: $75.2M | Put options by funds: $99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$319M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$150M |
| 3 |
Bank of New York Mellon
New York
|
+$114M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$74M |
| 5 |
GAM
GuardCap Asset Management
London,
United Kingdom
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$234M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$109M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$98.7M |
| 4 |
BPIH
Broad Peak Investment Holdings
Singapore
|
-$78.9M |
| 5 |
JP Morgan Chase
New York
|
-$70.7M |
YUMC Hedge Fund Activity: Q2 2021 in Review
804 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2021, worth a combined $24.5B — up 16% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new YUMC positions and 54 closed out — a net gain of 33 holders — while 274 added to existing stakes and 231 trimmed.
The largest buyer was BlackRock, adding an estimated $319M. The largest seller was Wellington Management Group, cutting an estimated $234M.
- 804 institutional investors held Yum China (YUMC) as of Q2 2021, up from 776 in Q1 2021.
- Funds reported $24.5B of Yum China stock for Q2 2021, up 16% quarter-over-quarter.
- 87 funds opened new Yum China positions in Q2 2021 and 54 closed out, a net change of +33 holders.
- The largest Yum China buyer in Q2 2021 was BlackRock, an estimated $319M added.
- The largest Yum China seller in Q2 2021 was Wellington Management Group, an estimated $234M sold.
Based on aggregated 13F filings for Q2 2021.