Yum China
YUMC
760 hedge funds and large institutions have $18.6B invested in Yum China in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 201 increasing their positions, 257 reducing their positions, and 100 closing their positions.
17% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 100
1% more funds holding
Funds holding: 754 → 760 (+6)
2% less ownership
Funds ownership: 81.65% → 79.65% (-2%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
14% less capital invested
Capital invested by funds: $21.7B → $18.6B (-$3.05B)
22% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 257
47% less call options, than puts
Call options by funds: $70.1M | Put options by funds: $132M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$142M |
| 2 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
+$89.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$49.6M |
| 4 |
Millennium Management
New York
|
+$48.4M |
| 5 |
Goldman Sachs
New York
|
+$43.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$316M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$210M |
| 3 |
VAM
Vontobel Asset Management
New York
|
-$164M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$69.5M |
| 5 |
N
Natixis
Paris,
France
|
-$50.2M |
YUMC Hedge Fund Activity: Q4 2021 in Review
760 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2021, worth a combined $18.6B — down 14% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new YUMC positions and 100 closed out — a net gain of 17 holders — while 201 added to existing stakes and 257 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $142M. The largest seller was Franklin Resources, cutting an estimated $316M.
- 760 institutional investors held Yum China (YUMC) as of Q4 2021, up from 754 in Q3 2021.
- Funds reported $18.6B of Yum China stock for Q4 2021, down 14% quarter-over-quarter.
- 117 funds opened new Yum China positions in Q4 2021 and 100 closed out, a net change of +17 holders.
- The largest Yum China buyer in Q4 2021 was Schroder Investment Management Group, an estimated $142M added.
- The largest Yum China seller in Q4 2021 was Franklin Resources, an estimated $316M sold.
Based on aggregated 13F filings for Q4 2021.