The cluster is too small in dollar terms to signal a material shift. Monitor upcoming 13F filings for larger holders' moves and the next earnings report for fundamental catalysts.
Executive Summary
A small institutional cluster in YUMC shows mixed conviction: two asset managers modestly added positions totaling $194K, while three others trimmed a combined $996K, led by Banque Pictet & Cie's $734K reduction. The net selling pressure and small absolute dollar amounts suggest no strong shared thesis, consistent with the stock's recent underperformance.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$803.0K
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | ADD | +66.8% | $383.0K | $155.0K |
| Farther Finance Advisors | ADD | +38.8% | $137.0K | $39.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Banque Pictet & Cie | TRIM | -25.9% | $2.9M | -$734.0K |
| Td Waterhouse Canada | TRIM | -28.9% | $713.0K | -$205.0K |
| Mather Group | TRIM | -49.4% | $115.0K | -$56.0K |
Key Facts
- 2 buyers added $193K in new holdings; 3 sellers reduced by $996K
- Largest seller: Banque Pictet & Cie trimmed 25.9% of its position, removing $734K
- Largest buyer: Concurrent Investment Advisors added 66.8%, increasing holdings by $155K
- All participants are asset managers — no activist, quant, or family office involvement
- Net aggregate change: -$803K across 5 institutions
Financial Impact
Net institutional selling of approximately $803K, with total buying of $193K and total selling of $996K
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound or reversed
- All participants are small asset managers — no high-conviction activist or concentrated fund involvement
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-YUMC-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $45.01 $45.53 | ▲ +1.15% | ▲ +1.29% | — |
Oct 15, 2026 12d ago | SC 13G/A | $44.67 $44.76 | ▲ +0.20% | ▲ +1.22% | — |
Sep 1, 2026 8w ago | 8-K | $44.88 $42.58 | ▼ −5.12% | ▼ −5.21% | — |
Aug 19, 2026 9w ago | Insider Cluster | $47.58 $47.18 | ▼ −0.84% | ▼ −0.45% | — |
Aug 7, 2026 11w ago | 8-K | $47.54 $47.59 | ▲ +0.10% | ▼ −0.30% | — |
Jun 16, 2026 19w ago | 8-K | $43.28 $41.05 | ▼ −5.15% | ▼ −4.11% | — |
Jun 16, 2026 19w ago | 8-K | $43.65 $40.96 | ▼ −6.16% | ▼ −3.93% | — |
Apr 29, 2026 25w ago | 8-K | $48.56 $48.69 | ▲ +0.27% | ▼ −2.84% | — |
Apr 8, 2026 28w ago | 8-K | $49.69 $49.37 | ▼ −0.64% | ▼ −4.16% | — |
US Market Status
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