McDonald's
MCD
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.
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: 54 → 68 (+14)
5% more capital invested
Capital invested by funds: $68.7B → $72.4B (+$3.72B)
2% more funds holding
Funds holding: 1,617 → 1,650 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.4B |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$469M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$340M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$167M |
| 5 |
Renaissance Technologies
New York
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$617M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$579M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$356M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$252M |
| 5 |
Morgan Stanley
New York
|
-$195M |
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.