Yum China
YUMC
754 hedge funds and large institutions have $21.7B invested in Yum China in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 223 increasing their positions, 272 reducing their positions, and 85 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
1.44% less ownership
Funds ownership: 83.09% → 81.65% (-1.4%)
6% less funds holding
Funds holding: 804 → 754 (-50)
11% less capital invested
Capital invested by funds: $24.5B → $21.7B (-$2.8B)
18% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 272
42% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 85
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
754 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2021, worth a combined $21.7B — down 11% from $24.5B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of YUMC and 49 opened new positions — a net loss of 36 holders — while 272 trimmed existing stakes and 223 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $380M. The largest seller was Goldman Sachs, cutting an estimated $250M.
- 754 institutional investors held Yum China (YUMC) as of Q3 2021, down from 804 in Q2 2021.
- Funds reported $21.7B of Yum China stock for Q3 2021, down 11% quarter-over-quarter.
- 49 funds opened new Yum China positions in Q3 2021 and 85 closed out, a net change of -36 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.