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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
Aviva
101
Aviva
United Kingdom
$102M -$2.71M -21,609 -3%
Jennison Associates
102
Jennison Associates
New York
$101M -$69.2M -551,831 -41%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$97.8M +$12.7M +101,063 +15%
PI
104
PGGM Investments
Netherlands
$97.4M -$5.21M -41,533 -5%
Acadian Asset Management
105
Acadian Asset Management
Massachusetts
$96.1M +$3.81M +30,377 +4%
KeyBank National Association
106
KeyBank National Association
Ohio
$95.2M -$4.1M -32,712 -4%
AQR Capital Management
107
AQR Capital Management
Connecticut
$88.8M +$3.21M +25,618 +4%
AT
108
AMF Tjänstepension
Sweden
$87.9M -$7.09M -56,523 -8%
BPC
109
Banque Pictet & Cie
Switzerland
$87.8M +$7.47M +59,518 +10%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$84.9M +$31.1M +247,748 +61%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$84.7M -$8.46M -67,421 -9%
ProShare Advisors
112
ProShare Advisors
Maryland
$83.3M -$1.31M -10,416 -2%
SO
113
STRS Ohio
Ohio
$78.3M -$1.7M -13,553 -2%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$77.9M +$11.4M +90,948 +18%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.8M +$315K +2,511 +0.4%
National Pension Service
116
National Pension Service
South Korea
$77.6M -$1.34M -10,703 -2%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$76.7M +$4.96M +39,512 +7%
GIA
118
Gateway Investment Advisers
Ohio
$76.3M -$1.67M -13,278 -2%
PI
119
Putnam Investments
Massachusetts
$74.5M +$730K +5,820 +1%
MAMU
120
Marathon Asset Management (UK)
United Kingdom
$74.5M -$1.19M -9,520 -2%
Axa
121
Axa
France
$72.2M -$3.08M -24,576 -4%
SC
122
Samlyn Capital
New York
$71.8M +$63.3M +504,335 +1,012%
NIPH
123
NN Investment Partners Holdings
Netherlands
$71.7M -$36.8M -293,121 -35%
GC
124
Guggenheim Capital
Illinois
$70.2M -$4.34M -34,621 -6%
SFFS
125
Stonehage Fleming Financial Services
Jersey
$69.2M -$2.76M -21,961 -4%

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.