Yum China
YUMC
755 hedge funds and large institutions have $21.7B invested in Yum China in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 224 increasing their positions, 271 reducing their positions, and 86 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
1.45% less ownership
Funds ownership: 83.1% → 81.65% (-1.4%)
6% less funds holding
Funds holding: 807 → 755 (-52)
12% less capital invested
Capital invested by funds: $24.7B → $21.7B (-$2.98B)
17% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 271
44% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 86
47% less call options, than puts
Call options by funds: $89.9M | Put options by funds: $171M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$380M |
| 2 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
+$244M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$99.6M |
| 4 |
GAM
GuardCap Asset Management
London,
United Kingdom
|
+$99.3M |
| 5 |
N
Natixis
Paris,
France
|
+$75.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$250M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$249M |
| 3 |
VAM
Vontobel Asset Management
New York
|
-$189M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$106M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.1M |
YUMC Hedge Fund Activity: Q3 2021 in Review
755 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2021, worth a combined $21.7B — down 12% from $24.7B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of YUMC and 48 opened new positions — a net loss of 38 holders — while 271 trimmed existing stakes and 224 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $380M. The largest seller was Goldman Sachs, cutting an estimated $250M.
- 755 institutional investors held Yum China (YUMC) as of Q3 2021, down from 807 in Q2 2021.
- Funds reported $21.7B of Yum China stock for Q3 2021, down 12% quarter-over-quarter.
- 48 funds opened new Yum China positions in Q3 2021 and 86 closed out, a net change of -38 holders.
- The largest Yum China buyer in Q3 2021 was T. Rowe Price Associates, an estimated $380M added.
- The largest Yum China seller in Q3 2021 was Goldman Sachs, an estimated $250M sold.
Based on aggregated 13F filings for Q3 2021.