McDonald's
MCD
1,617 hedge funds and large institutions have $68.7B invested in McDonald's in 2016 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 551 increasing their positions, 678 reducing their positions, and 59 closing their positions.
195% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 59
8% more funds holding in top 10
Funds holding in top 10: 50 → 54 (+4)
6% more funds holding
Funds holding: 1,529 → 1,617 (+88)
6% more capital invested
Capital invested by funds: $64.9B → $68.7B (+$3.73B)
1.23% more ownership
Funds ownership: 66.84% → 68.07% (+1.2%)
7% more call options, than puts
Call options by funds: $1.94B | Put options by funds: $1.8B
19% less repeat investments, than reductions
Existing positions increased: 551 | Existing positions reduced: 678
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$429M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$394M |
| 3 |
Morgan Stanley
New York
|
+$177M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$169M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$588M |
| 2 |
Jennison Associates
New York
|
-$536M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$162M |
| 4 |
Barclays
London,
United Kingdom
|
-$138M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$137M |
MCD Hedge Fund Activity: Q4 2016 in Review
1,617 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2016, worth a combined $68.7B — up 5.8% from $64.9B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new MCD positions and 59 closed out — a net gain of 115 holders — while 551 added to existing stakes and 678 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $429M. The largest seller was Capital World Investors, cutting an estimated $588M.
- 1,617 institutional investors held McDonald's (MCD) as of Q4 2016, up from 1,529 in Q3 2016.
- Funds reported $68.7B of McDonald's stock for Q4 2016, up 5.8% quarter-over-quarter.
- 174 funds opened new McDonald's positions in Q4 2016 and 59 closed out, a net change of +115 holders.
- The largest McDonald's buyer in Q4 2016 was 1832 Asset Management, an estimated $429M added.
- The largest McDonald's seller in Q4 2016 was Capital World Investors, an estimated $588M sold.
Based on aggregated 13F filings for Q4 2016.