McDonald's
MCD
2,166 hedge funds and large institutions have $84B invested in McDonald's in 2020 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 890 increasing their positions, 919 reducing their positions, and 193 closing their positions.
12% more funds holding in top 10
Funds holding in top 10: 65 → 73 (+8)
1.51% more ownership
Funds ownership: 66.87% → 68.38% (+1.5%)
3% less repeat investments, than reductions
Existing positions increased: 890 | Existing positions reduced: 919
4% less funds holding
Funds holding: 2,259 → 2,166 (-93)
16% less capital invested
Capital invested by funds: $99.5B → $84B (-$15.6B)
25% less call options, than puts
Call options by funds: $1.34B | Put options by funds: $1.8B
34% less first-time investments, than exits
New positions opened: 128 | Existing positions closed: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.84B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$545M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$430M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$342M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$792M |
| 2 |
Two Sigma Advisers
New York
|
-$318M |
| 3 |
Two Sigma Investments
New York
|
-$214M |
| 4 |
Citigroup
New York
|
-$177M |
| 5 |
ClearBridge Investments
New York
|
-$166M |
MCD Hedge Fund Activity: Q1 2020 in Review
2,166 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2020, worth a combined $84B — down 16% from $99.5B a quarter earlier.
Sellers outnumbered buyers: 193 funds closed out of MCD and 128 opened new positions — a net loss of 65 holders — while 919 trimmed existing stakes and 890 added.
The largest buyer was Wellington Management Group, adding an estimated $1.84B. The largest seller was Fidelity Investments, cutting an estimated $792M.
- 2,166 institutional investors held McDonald's (MCD) as of Q1 2020, down from 2,259 in Q4 2019.
- Funds reported $84B of McDonald's stock for Q1 2020, down 16% quarter-over-quarter.
- 128 funds opened new McDonald's positions in Q1 2020 and 193 closed out, a net change of -65 holders.
- The largest McDonald's buyer in Q1 2020 was Wellington Management Group, an estimated $1.84B added.
- The largest McDonald's seller in Q1 2020 was Fidelity Investments, an estimated $792M sold.
Based on aggregated 13F filings for Q1 2020.