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McDonald's

1,650 hedge funds and large institutions have $72.4B invested in McDonald's in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 546 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 63

26% more funds holding in top 10

Funds holding in top 10: 5468 (+14)

5% more capital invested

Capital invested by funds: $68.7B → $72.4B (+$3.72B)

2% more funds holding

Funds holding: 1,6171,650 (+33)

0.15% more ownership

Funds ownership: 68.07%68.22% (+0.15%)

15% less call options, than puts

Call options by funds: $757M | Put options by funds: $892M

27% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 747

Holders
1,650
Holders Change
+33
Holders Change %
+2.04%
% of All Funds
41.08%
Holding in Top 10
68
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25.93%
% of All Funds
1.69%
New
113
Increased
546
Reduced
747
Closed
63
Calls
$757M
Puts
$892M
Net Calls
-$135M
Net Calls Change
-$270M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
Moore Capital Management
New York
$25.9M +$25.1M +200,000 New
BNP Paribas Asset Management
227
BNP Paribas Asset Management
France
$25.6M -$4.96M -39,521 -17%
MHC
228
Meyer Handelman Company
New York
$24.9M +$8.28K +66 +0%
HTC
229
Haverford Trust Company
Pennsylvania
$24.8M +$96.7K +771 +0.4%
UCFA
230
United Capital Financial Advisors
Texas
$24.8M -$4.3M -34,257 -15%
AII
231
AGF Investments Inc
Ontario, Canada
$24.7M -$1.66M -13,256 -6%
Public Sector Pension Investment Board (PSP Investments)
232
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.2M +$364K +2,900 +2%
BFS
233
Bradley Foster & Sargent
Connecticut
$23.9M -$643K -5,127 -3%
ERSOT
234
Employees Retirement System of Texas
Texas
$23.7M
EIM
235
ExxonMobil Investment Management
Texas
$23.6M -$1.3M -10,350 -5%
MA
236
MUFG Americas
New York
$23.5M -$62.5K -498 -0.3%
AssetMark Inc
237
AssetMark Inc
California
$22.6M +$1.04M +8,291 +5%
WIC
238
Willis Investment Counsel
Georgia
$22.4M +$62.7K +500 +0.3%
Creative Planning
239
Creative Planning
Kansas
$22.2M -$612K -4,881 -3%
TU
240
TDAM USA
Ontario, Canada
$21.9M +$1.1M +8,781 +5%
FAF
241
Fjarde Ap-fonden
Sweden
$21.7M -$2.02M -16,135 -9%
MIH
242
Madison Investment Holdings
Wisconsin
$21.5M +$376K +2,996 +2%
SEI Investments
243
SEI Investments
Pennsylvania
$21.5M -$3.15M -25,107 -13%
NMIMC
244
Northwestern Mutual Investment Management Company
Wisconsin
$21.5M +$8.81M +70,195 +74%
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4M -$98.3K -783 -0.5%
FT
246
Fiduciary Trust
Massachusetts
$21.4M -$866K -6,901 -4%
CLOS
247
Compagnie Lombard Odier SCmA
Switzerland
$21.4M -$3.72M -29,619 -15%
Loomis, Sayles & Company
248
Loomis, Sayles & Company
Massachusetts
$21.4M -$2.75M -21,919 -12%
JMPWA
249
JP Morgan Private Wealth Advisors
California
$21.3M +$1.49M +11,895 +8%
PR
250
Payden & Rygel
California
$20.7M

MCD Hedge Fund Activity: Q1 2017 in Review

1,650 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2017, worth a combined $72.4B — up 5.4% from $68.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCD positions and 63 closed out — a net gain of 50 holders — while 546 added to existing stakes and 747 trimmed.

The largest buyer was BlackRock, adding an estimated $6.4B. The largest seller was Vanguard Group, cutting an estimated $617M.

  • 1,650 institutional investors held McDonald's (MCD) as of Q1 2017, up from 1,617 in Q4 2016.
  • Funds reported $72.4B of McDonald's stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 113 funds opened new McDonald's positions in Q1 2017 and 63 closed out, a net change of +50 holders.
  • The largest McDonald's buyer in Q1 2017 was BlackRock, an estimated $6.4B added.
  • The largest McDonald's seller in Q1 2017 was Vanguard Group, an estimated $617M sold.

Based on aggregated 13F filings for Q1 2017.