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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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$243M -$10.1M -80,642 -4%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$239M -$579M -4,612,960 -71%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$239M -$4.4M -35,049 -2%
HMP
54
HS Management Partners
New York
$235M +$60.7M +483,450 +36%
ClearBridge Investments
55
ClearBridge Investments
New York
$233M +$3.21M +25,615 +1%
MCM
56
Melvin Capital Management
New York
$232M +$131M +1,043,456 +139%
PPA
57
Parametric Portfolio Associates
Washington
$227M -$46.4M -369,937 -17%
RJA
58
Raymond James & Associates
Florida
$223M -$20.4M -162,484 -9%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223M -$16M -127,172 -7%
EIP
60
Epoch Investment Partners
New York
$216M -$36.6M -291,636 -15%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$215M -$9.52M -75,900 -4%
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$212M +$167M +1,334,501 +445%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$212M -$10.1M -80,730 -5%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$204M +$4.29M +34,195 +2%
Lazard Asset Management
65
Lazard Asset Management
New York
$195M +$26.3M +209,261 +16%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$194M -$22.3M -177,908 -11%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$188M -$580K -4,619 -0.3%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$187M -$252M -2,007,152 -58%
Two Sigma Investments
69
Two Sigma Investments
New York
$185M +$127M +1,011,716 +241%
DZ Bank
70
DZ Bank
Germany
$182M +$60.5M +482,357 +52%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$182M +$20.8M +166,083 +13%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$182M -$6.48M -51,629 -4%
BAM
73
Burgundy Asset Management
Ontario, Canada
$180M -$9.72M -77,486 -5%
US Bancorp
74
US Bancorp
Minnesota
$176M -$1.85M -14,720 -1%
Asset Management One
75
Asset Management One
Japan
$172M -$14.1M -112,172 -8%

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.