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Yum China

733 hedge funds and large institutions have $17.6B invested in Yum China in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 174 increasing their positions, 248 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 50

24% more call options, than puts

Call options by funds: $167M | Put options by funds: $135M

10% more funds holding

Funds holding: 664733 (+69)

10% more capital invested

Capital invested by funds: $15.9B → $17.6B (+$1.65B)

3.7% less ownership

Funds ownership: 80.96%77.27% (-3.7%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

30% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 248

Holders
733
Holders Change
+69
Holders Change %
+10.39%
% of All Funds
11.78%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
134
Increased
174
Reduced
248
Closed
50
Calls
$167M
Puts
$135M
Net Calls
+$31.8M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$2.18B -$20.2M -398,071 -1%
BlackRock
2
BlackRock
New York
$1.36B -$77.6M -1,527,027 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$927M -$31.2M -613,531 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$915M +$5.55M +109,192 +0.7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$827M +$2.59M +50,991 +0.3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$827M -$51.7M -1,016,851 -6%
PCM
7
Primavera Capital Management
Cayman Islands
$720M -$162M -3,193,127 -20%
GAM
8
GuardCap Asset Management
United Kingdom
$483M -$7.72M -151,894 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$402M -$15.5M -305,808 -4%
State Street
10
State Street
Massachusetts
$379M -$5.95M -117,120 -2%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$350M -$17.4M -343,208 -5%
BCF
12
BLS Capital Fondsmaeglerselskab
Denmark
$303M +$39.6M +778,294 +16%
Norges Bank
13
Norges Bank
Norway
$294M +$19.2M +378,252 +8%
Fidelity International
14
Fidelity International
Bermuda
$289M +$49.2M +967,375 +23%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$280M -$165M -3,249,557 -39%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$273M -$70.5M -1,387,094 -22%
Bank of America
17
Bank of America
North Carolina
$260M -$22.8M -448,594 -9%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$198M -$129K -2,528 -0.1%
Goldman Sachs
19
Goldman Sachs
New York
$189M -$50.1M -986,535 -22%
Principal Financial Group
20
Principal Financial Group
Iowa
$182M +$168M +3,297,618 New
SCM
21
Somerset Capital Management
United Kingdom
$178M +$527K +10,368 +0.3%
UBS AM
22
UBS AM
Illinois
$175M +$637K +12,537 +0.4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$171M +$9.67M +190,299 +6%
Deutsche Bank
24
Deutsche Bank
Germany
$170M -$5.4M -106,308 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$169M +$5.17M +101,688 +3%

YUMC Hedge Fund Activity: Q4 2022 in Review

733 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2022, worth a combined $17.6B — up 10% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new YUMC positions and 50 closed out — a net gain of 84 holders — while 174 added to existing stakes and 248 trimmed.

The largest buyer was Principal Financial Group, opening a new position worth an estimated $168M. The largest seller was Schroder Investment Management Group, cutting an estimated $165M.

  • 733 institutional investors held Yum China (YUMC) as of Q4 2022, up from 664 in Q3 2022.
  • Funds reported $17.6B of Yum China stock for Q4 2022, up 10% quarter-over-quarter.
  • 134 funds opened new Yum China positions in Q4 2022 and 50 closed out, a net change of +84 holders.
  • The largest Yum China buyer in Q4 2022 was Principal Financial Group, an estimated $168M added.
  • The largest Yum China seller in Q4 2022 was Schroder Investment Management Group, an estimated $165M sold.

Based on aggregated 13F filings for Q4 2022.