McDonald's
MCD
1,590 hedge funds and large institutions have $79.2B invested in McDonald's in 2015 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 495 increasing their positions, 705 reducing their positions, and 81 closing their positions.
146% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 81
44% more call options, than puts
Call options by funds: $2.01B | Put options by funds: $1.4B
39% more funds holding in top 10
Funds holding in top 10: 79 → 110 (+31)
20% more capital invested
Capital invested by funds: $65.7B → $79.2B (+$13.4B)
6% more funds holding
Funds holding: 1,494 → 1,590 (+96)
1.85% more ownership
Funds ownership: 67.81% → 69.66% (+1.9%)
30% less repeat investments, than reductions
Existing positions increased: 495 | Existing positions reduced: 705
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.59B |
| 2 |
Jennison Associates
New York
|
+$625M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$272M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$253M |
| 5 |
SIG
Senator Investment Group
New York
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$804M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$711M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$472M |
| 4 |
First Eagle Investment Management
New York
|
-$327M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$193M |
MCD Hedge Fund Activity: Q4 2015 in Review
1,590 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2015, worth a combined $79.2B — up 20% from $65.7B a quarter earlier.
Buyers outnumbered sellers: 199 funds opened new MCD positions and 81 closed out — a net gain of 118 holders — while 495 added to existing stakes and 705 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.59B. The largest seller was Southeastern Asset Management, cutting an estimated $804M.
- 1,590 institutional investors held McDonald's (MCD) as of Q4 2015, up from 1,494 in Q3 2015.
- Funds reported $79.2B of McDonald's stock for Q4 2015, up 20% quarter-over-quarter.
- 199 funds opened new McDonald's positions in Q4 2015 and 81 closed out, a net change of +118 holders.
- The largest McDonald's buyer in Q4 2015 was Capital World Investors, an estimated $1.59B added.
- The largest McDonald's seller in Q4 2015 was Southeastern Asset Management, an estimated $804M sold.
Based on aggregated 13F filings for Q4 2015.