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Yum China

683 hedge funds and large institutions have $15.8B invested in Yum China in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $116M | Put options by funds: $53.5M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

34% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 67

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.83B)

2% more funds holding

Funds holding: 670683 (+13)

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 240

Holders
683
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.51%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.32%
New
90
Increased
176
Reduced
240
Closed
67
Calls
$116M
Puts
$53.5M
Net Calls
+$62.4M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.96B -$17.8M -421,794 -1%
BlackRock
2
BlackRock
New York
$1.29B -$232M -5,497,607 -17%
JP Morgan Chase
3
JP Morgan Chase
New York
$885M -$4.98M -118,338 -0.6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$847M -$10.3M -243,875 -1%
PCM
5
Primavera Capital Management
Cayman Islands
$794M
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$699M -$43.5M -1,032,613 -7%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$443M -$18.5M -439,609 -5%
GAM
8
GuardCap Asset Management
United Kingdom
$438M +$3.94M +93,532 +1%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$381M -$27.9M -662,181 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$379M +$7.76M +184,326 +2%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$354M -$7.02M -166,787 -2%
State Street
12
State Street
Massachusetts
$349M -$196M -4,642,679 -39%
BCF
13
BLS Capital Fondsmaeglerselskab
Denmark
$295M -$4.92M -116,841 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$271M +$197M +4,673,439 +513%
Bank of America
15
Bank of America
North Carolina
$254M +$31.9M +757,426 +17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$212M -$32.7M -775,557 -15%
MIP
17
Mondrian Investment Partners
United Kingdom
$206M +$26.9M +639,614 +34%
Norges Bank
18
Norges Bank
Norway
$202M -$6.27M -148,955 -3%
Fidelity International
19
Fidelity International
Bermuda
$196M +$16.9M +400,511 +11%
UBS AM
20
UBS AM
Illinois
$178M +$12.8M +304,063 +9%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$177M -$3.17M -75,199 -2%
SCM
22
Somerset Capital Management
United Kingdom
$163M -$13.3M -316,100 -9%
Legal & General Group
23
Legal & General Group
United Kingdom
$158M +$3.22M +76,466 +2%
Deutsche Bank
24
Deutsche Bank
Germany
$155M +$33.4M +792,734 +33%
MICM
25
Matthews International Capital Management
California
$152M -$3.16M -75,000 -2%

YUMC Hedge Fund Activity: Q2 2022 in Review

683 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q2 2022, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new YUMC positions and 67 closed out — a net gain of 23 holders — while 176 added to existing stakes and 240 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was BlackRock, cutting an estimated $232M.

  • 683 institutional investors held Yum China (YUMC) as of Q2 2022, up from 670 in Q1 2022.
  • Funds reported $15.8B of Yum China stock for Q2 2022, up 13% quarter-over-quarter.
  • 90 funds opened new Yum China positions in Q2 2022 and 67 closed out, a net change of +23 holders.
  • The largest Yum China buyer in Q2 2022 was Wellington Management Group, an estimated $197M added.
  • The largest Yum China seller in Q2 2022 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2022.