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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
AIG
26
American International Group
New York
$526M +$4.99M +39,765 +1%
JHIU
27
Janus Henderson Investors US
Colorado
$520M -$94.7M -755,042 -16%
Charles Schwab
28
Charles Schwab
California
$503M +$21.9M +174,209 +5%
Swiss National Bank
29
Swiss National Bank
Switzerland
$474M +$70.1M +558,300 +18%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$447M -$5.96M -47,508 -1%
TCIM
31
TIAA CREF Investment Management
New York
$442M -$21.1M -168,474 -5%
Invesco
32
Invesco
Georgia
$412M -$2.06M -16,386 -0.5%
UBS AM
33
UBS AM
Illinois
$385M -$96.4M -768,543 -21%
JP Morgan Chase
34
JP Morgan Chase
New York
$384M -$5.21M -41,530 -1%
Franklin Resources
35
Franklin Resources
California
$375M -$11.3M -89,934 -3%
Prudential Financial
36
Prudential Financial
New Jersey
$340M -$10.1M -80,815 -3%
O
37
OppenheimerFunds
New York
$339M -$1.43M -11,388 -0.4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$336M -$5.63M -44,887 -2%
APG Asset Management
39
APG Asset Management
Netherlands
$330M -$84.3M -672,202 -21%
Deutsche Bank
40
Deutsche Bank
Germany
$328M +$46.5M +370,343 +17%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$324M -$25.6M -203,729 -8%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$319M -$8.95M -71,310 -3%
CS
43
Credit Suisse
Switzerland
$309M -$19M -151,551 -6%
Fayez Sarofim & Co
44
Fayez Sarofim & Co
Texas
$302M -$15.8M -125,606 -5%
AIM
45
abrdn Investment Management
United Kingdom
$273M +$36.8M +292,884 +16%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$271M -$19M -151,700 -7%
Millennium Management
47
Millennium Management
New York
$268M +$110M +877,738 +74%
Allianz Asset Management
48
Allianz Asset Management
Germany
$252M -$39.7M -316,621 -14%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$249M +$137M +1,093,472 +132%
Canada Life
50
Canada Life
Manitoba, Canada
$244M +$1M +7,974 +0.4%

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.