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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
UOC
251
UBS O'Connor
Illinois
$20.2M +$19.6M +156,031 New
SI
252
Stephens Inc
Arkansas
$20.2M +$816K +6,507 +4%
MC
253
Maplelane Capital
New York
$20.1M +$19.4M +154,999 +15,499,900%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$20.1M -$1.29M -10,248 -6%
GH
255
GAM Holding
Switzerland
$20M +$553K +4,411 +3%
URS
256
Utah Retirement Systems
Utah
$19.8M +$25.1K +200 +0.1%
Mitsubishi UFJ Asset Management
257
Mitsubishi UFJ Asset Management
Japan
$19.8M +$321K +2,557 +2%
Nomura Asset Management
258
Nomura Asset Management
Japan
$19.5M +$2.14M +17,044 +13%
CAM
259
Capstone Asset Management
Texas
$19.5M -$1.74M -13,899 -8%
LTFS
260
Ladenburg Thalmann Financial Services
Florida
$19.3M +$149K +1,187 +0.8%
Marshall Wace
261
Marshall Wace
United Kingdom
$19.2M +$14.1M +112,345 +319%
AAM
262
Advisors Asset Management
Colorado
$18.9M +$823K +6,557 +5%
FIM
263
Frontier Investment Management
Texas
$18.9M +$1.15M +9,155 +7%
FWIA
264
Fort Washington Investment Advisors
Ohio
$18.9M -$57.1K -455 -0.3%
NB
265
Norinchukin Bank
Japan
$18.5M +$415K +3,309 +2%
HIMC
266
Heritage Investors Management Corp
Maryland
$18.4M -$436K -3,477 -2%
RMA
267
Roffman Miller Associates
Pennsylvania
$18.3M +$510K +4,067 +3%
Baillie Gifford & Co
268
Baillie Gifford & Co
United Kingdom
$18.2M +$293K +2,335 +2%
CDH
269
Charles D. Hyman
$18.1M +$242K +1,926 +1%
QI
270
QS Investors
New York
$17.7M -$4.62M -36,795 -21%
Daiwa Securities Group
271
Daiwa Securities Group
Japan
$17.6M +$7.85M +62,540 +86%
IGIM
272
I.G. Investment Management
Manitoba, Canada
$17.5M +$112K +890 +0.7%
XK
273
Xact Kapitalforvaltning
Sweden
$17.2M +$511K +4,073 +3%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$17.1M +$2.75M +21,884 +20%
TBA
275
Tower Bridge Advisors
Pennsylvania
$17M -$142K -1,135 -0.9%

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.