McDonald's
MCD
1,601 hedge funds and large institutions have $77.2B invested in McDonald's in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 550 increasing their positions, 739 reducing their positions, and 87 closing their positions.
33% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 87
12% more call options, than puts
Call options by funds: $2.47B | Put options by funds: $2.2B
2.36% more ownership
Funds ownership: 69.66% → 72.03% (+2.4%)
1% more funds holding
Funds holding: 1,591 → 1,601 (+10)
2% less capital invested
Capital invested by funds: $79.2B → $77.2B (-$1.94B)
10% less funds holding in top 10
Funds holding in top 10: 110 → 99 (-11)
26% less repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 739
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.34B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$1.21B |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$771M |
| 4 |
Goldman Sachs
New York
|
+$334M |
| 5 |
O
OppenheimerFunds
New York
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$854M |
| 2 |
SC
Sculptor Capital
New York
|
-$401M |
| 3 |
First Eagle Investment Management
New York
|
-$343M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$240M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$213M |
MCD Hedge Fund Activity: Q1 2016 in Review
1,601 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2016, worth a combined $77.2B — down 2.4% from $79.2B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new MCD positions and 87 closed out — a net gain of 29 holders — while 550 added to existing stakes and 739 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $3.34B. The largest seller was Highfields Capital Management, cutting an estimated $854M.
- 1,601 institutional investors held McDonald's (MCD) as of Q1 2016, up from 1,591 in Q4 2015.
- Funds reported $77.2B of McDonald's stock for Q1 2016, down 2.4% quarter-over-quarter.
- 116 funds opened new McDonald's positions in Q1 2016 and 87 closed out, a net change of +29 holders.
- The largest McDonald's buyer in Q1 2016 was Royal London Asset Management, an estimated $3.34B added.
- The largest McDonald's seller in Q1 2016 was Highfields Capital Management, an estimated $854M sold.
Based on aggregated 13F filings for Q1 2016.