McDonald's
MCD
1,494 hedge funds and large institutions have $62.2B invested in McDonald's in 2013 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 553 increasing their positions, 608 reducing their positions, and 49 closing their positions.
288% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 49
31% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $909M
9% more funds holding
Funds holding: 1,372 → 1,494 (+122)
9% less repeat investments, than reductions
Existing positions increased: 553 | Existing positions reduced: 608
1.1% less ownership
Funds ownership: 65.53% → 64.44% (-1.1%)
11% less capital invested
Capital invested by funds: $70.2B → $62.2B (-$8.01B)
31% less funds holding in top 10
Funds holding in top 10: 74 → 51 (-23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$275M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$161M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$102M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$101M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$96.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$590M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$548M |
| 3 |
State Street
Boston,
Massachusetts
|
-$371M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$183M |
| 5 |
JP Morgan Chase
New York
|
-$163M |
MCD Hedge Fund Activity: Q4 2013 in Review
1,494 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2013, worth a combined $62.2B — down 11% from $70.2B a quarter earlier.
Buyers outnumbered sellers: 190 funds opened new MCD positions and 49 closed out — a net gain of 141 holders — while 553 added to existing stakes and 608 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $275M. The largest seller was Deutsche Bank, cutting an estimated $590M.
- 1,494 institutional investors held McDonald's (MCD) as of Q4 2013, up from 1,372 in Q3 2013.
- Funds reported $62.2B of McDonald's stock for Q4 2013, down 11% quarter-over-quarter.
- 190 funds opened new McDonald's positions in Q4 2013 and 49 closed out, a net change of +141 holders.
- The largest McDonald's buyer in Q4 2013 was Massachusetts Financial Services, an estimated $275M added.
- The largest McDonald's seller in Q4 2013 was Deutsche Bank, an estimated $590M sold.
Based on aggregated 13F filings for Q4 2013.