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Yum China
YUMC

680 hedge funds and large institutions have $13B invested in Yum China in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 187 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 8 → 16 (+8)

85% more call options, than puts

Call options by funds: $246M | Put options by funds: $133M

81% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $9.05B → $13B (+$3.94B)

8% more funds holding

Funds holding: 628 → 680 (+52)

0.29% less ownership

Funds ownership: 74.79% → 74.5% (-0.29%)

9% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 206

Holders
680
Holders Change
+52
Holders Change %
+8.28%
% of All Funds
9.76%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
125
Increased
187
Reduced
206
Closed
69
Calls
$246M
Puts
$133M
Net Calls
+$113M
Net Calls Change
+$120M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$117M
2
WIM
Waverton Investment Management
United Kingdom
+$109M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$99.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$86.9M
5
KI
Keystone Investors
Singapore
+$73.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$311M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$140M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
EARNEST Partners
EARNEST Partners
Georgia
-$74.9M
5
Fidelity International
Fidelity International
Bermuda
-$53.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$817M -$48.8M -1,467,103 -7%
BlackRock
2
BlackRock
New York
$740M -$30.9M -928,199 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$714M -$872K -26,184 -0.2%
BCF
4
BLS Capital Fondsmaeglerselskab
Denmark
$607M +$99.9M +3,001,814 +29%
GAM
5
GuardCap Asset Management
United Kingdom
$581M +$71.2M +2,140,185 +20%
PCM
6
Primavera Capital Management
Cayman Islands
$542M – – –
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$503M -$109M -3,282,342 -23%
Dodge & Cox
8
Dodge & Cox
California
$481M +$117K +3,500 +0%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$446M +$28.1M +843,240 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$356M +$86.9M +2,609,494 +50%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$349M -$140M -4,219,790 -35%
Fidelity International
12
Fidelity International
Bermuda
$289M -$53.3M -1,599,798 -20%
State Street
13
State Street
Massachusetts
$262M -$9.17M -275,562 -5%
Invesco
14
Invesco
Georgia
$261M -$311M -9,344,803 -62%
AllianceBernstein
15
AllianceBernstein
Tennessee
$249M +$49.1M +1,474,498 +36%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$243M -$10.6M -319,439 -6%
Norges Bank
17
Norges Bank
Norway
$211M -$37.9M -1,138,181 -20%
WIM
18
Waverton Investment Management
United Kingdom
$189M +$109M +3,270,560 +351%
MIP
19
Mondrian Investment Partners
United Kingdom
$189M -$6.77M -203,415 -5%
Morgan Stanley
20
Morgan Stanley
New York
$186M +$61.5M +1,847,415 +81%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$162M +$117M +3,505,053 +4,176%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$160M +$384K +11,535 +0.3%
Bank of America
23
Bank of America
North Carolina
$158M -$2.83M -84,944 -2%
UBS AM
24
UBS AM
Illinois
$152M -$23.5M -706,680 -17%
Temasek Holdings
25
Temasek Holdings
Singapore
$132M +$37.3M +1,120,054 +61%
1
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YUMC Hedge Fund Activity: Q3 2024 in Review

680 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q3 2024, worth a combined $13B — up 43% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new YUMC positions and 69 closed out — a net gain of 56 holders — while 187 added to existing stakes and 206 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $311M.

  • 680 institutional investors held Yum China (YUMC) as of Q3 2024, up from 628 in Q2 2024.
  • Funds reported $13B of Yum China stock for Q3 2024, up 43% quarter-over-quarter.
  • 125 funds opened new Yum China positions in Q3 2024 and 69 closed out, a net change of +56 holders.
  • The largest Yum China buyer in Q3 2024 was Fidelity Investments, an estimated $117M added.
  • The largest Yum China seller in Q3 2024 was Invesco, an estimated $311M sold.

Based on aggregated 13F filings for Q3 2024.