McDonald's
MCD
1,554 hedge funds and large institutions have $60.1B invested in McDonald's in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 519 increasing their positions, 692 reducing their positions, and 87 closing their positions.
101% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 87
63% more call options, than puts
Call options by funds: $2.91B | Put options by funds: $1.79B
5% more funds holding
Funds holding: 1,482 → 1,554 (+72)
0.76% more ownership
Funds ownership: 65.14% → 65.9% (+0.76%)
1% less capital invested
Capital invested by funds: $60.6B → $60.1B (-$568M)
7% less funds holding in top 10
Funds holding in top 10: 55 → 51 (-4)
25% less repeat investments, than reductions
Existing positions increased: 519 | Existing positions reduced: 692
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$437M |
| 2 |
State Street
Boston,
Massachusetts
|
+$298M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$228M |
| 4 |
N
Natixis
Paris,
France
|
+$212M |
| 5 |
Millennium Management
New York
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$1.03B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$660M |
| 3 |
Renaissance Technologies
New York
|
-$284M |
| 4 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$261M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$205M |
MCD Hedge Fund Activity: Q4 2014 in Review
1,554 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2014, worth a combined $60.1B — down 0.94% from $60.6B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new MCD positions and 87 closed out — a net gain of 88 holders — while 519 added to existing stakes and 692 trimmed.
The largest buyer was Southeastern Asset Management, adding an estimated $437M. The largest seller was Gates Foundation Trust, exiting entirely with an estimated $1.03B sold.
- 1,554 institutional investors held McDonald's (MCD) as of Q4 2014, up from 1,482 in Q3 2014.
- Funds reported $60.1B of McDonald's stock for Q4 2014, down 0.94% quarter-over-quarter.
- 175 funds opened new McDonald's positions in Q4 2014 and 87 closed out, a net change of +88 holders.
- The largest McDonald's buyer in Q4 2014 was Southeastern Asset Management, an estimated $437M added.
- The largest McDonald's seller in Q4 2014 was Gates Foundation Trust, an estimated $1.03B sold.
Based on aggregated 13F filings for Q4 2014.