McDonald's
MCD
1,372 hedge funds and large institutions have $70.2B invested in McDonald's in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 617 increasing their positions, 518 reducing their positions, and 65 closing their positions.
27% more call options, than puts
Call options by funds: $1.28B | Put options by funds: $1.01B
19% more repeat investments, than reductions
Existing positions increased: 617 | Existing positions reduced: 518
10% more capital invested
Capital invested by funds: $63.8B → $70.2B (+$6.43B)
1.28% more ownership
Funds ownership: 64.26% → 65.53% (+1.3%)
6% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 65
0% less funds holding
Funds holding: 1,378 → 1,372 (-6)
26% less funds holding in top 10
Funds holding in top 10: 100 → 74 (-26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$388M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$358M |
| 3 |
State Street
Boston,
Massachusetts
|
+$305M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$152M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$515M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$245M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$217M |
| 4 |
D.E. Shaw & Co
New York
|
-$161M |
| 5 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$140M |
MCD Hedge Fund Activity: Q3 2013 in Review
1,372 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2013, worth a combined $70.2B — up 10% from $63.8B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new MCD positions and 65 closed out — a net gain of 4 holders — while 617 added to existing stakes and 518 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $388M. The largest seller was Fidelity Investments, cutting an estimated $515M.
- 1,372 institutional investors held McDonald's (MCD) as of Q3 2013, down from 1,378 in Q2 2013.
- Funds reported $70.2B of McDonald's stock for Q3 2013, up 10% quarter-over-quarter.
- 69 funds opened new McDonald's positions in Q3 2013 and 65 closed out, a net change of +4 holders.
- The largest McDonald's buyer in Q3 2013 was Deutsche Bank, an estimated $388M added.
- The largest McDonald's seller in Q3 2013 was Fidelity Investments, an estimated $515M sold.
Based on aggregated 13F filings for Q3 2013.