Yum China
YUMC
715 hedge funds and large institutions have $14.4B invested in Yum China in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 71 closing their positions.
104% more call options, than puts
Call options by funds: $268M | Put options by funds: $131M
63% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 71
11% more capital invested
Capital invested by funds: $13B → $14.4B (+$1.46B)
5% more funds holding
Funds holding: 680 → 715 (+35)
3.64% more ownership
Funds ownership: 74.5% → 78.15% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
7% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$240M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$236M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$200M |
| 4 |
Bank of New York Mellon
New York
|
+$141M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$172M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$117M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$103M |
| 4 |
GAM
GuardCap Asset Management
London,
United Kingdom
|
-$75.9M |
| 5 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$70.7M |
YUMC Hedge Fund Activity: Q4 2024 in Review
715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yum China (YUMC) for Q4 2024, worth a combined $14.4B — up 11% from $13B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new YUMC positions and 71 closed out — a net gain of 45 holders — while 205 added to existing stakes and 221 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $240M. The largest seller was Massachusetts Financial Services, cutting an estimated $172M.
- 715 institutional investors held Yum China (YUMC) as of Q4 2024, up from 680 in Q3 2024.
- Funds reported $14.4B of Yum China stock for Q4 2024, up 11% quarter-over-quarter.
- 116 funds opened new Yum China positions in Q4 2024 and 71 closed out, a net change of +45 holders.
- The largest Yum China buyer in Q4 2024 was William Blair Investment Management, an estimated $240M added.
- The largest Yum China seller in Q4 2024 was Massachusetts Financial Services, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2024.