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McDonald's

1,590 hedge funds and large institutions have $79.2B invested in McDonald's in 2015 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 495 increasing their positions, 705 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 81

44% more call options, than puts

Call options by funds: $2.01B | Put options by funds: $1.4B

39% more funds holding in top 10

Funds holding in top 10: 79110 (+31)

20% more capital invested

Capital invested by funds: $65.7B → $79.2B (+$13.4B)

6% more funds holding

Funds holding: 1,4941,590 (+96)

1.85% more ownership

Funds ownership: 67.81%69.66% (+1.9%)

30% less repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 705

Holders
1,590
Holders Change
+96
Holders Change %
+6.43%
% of All Funds
41.71%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.89%
New
199
Increased
495
Reduced
705
Closed
81
Calls
$2.01B
Puts
$1.4B
Net Calls
+$613M
Net Calls Change
-$351M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.8M +$1.66M +14,821 +2%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$83.7M -$4.99M -44,618 -6%
Aviva
128
Aviva
United Kingdom
$82.6M -$5.65M -50,523 -7%
DekaBank Deutsche Girozentrale
129
DekaBank Deutsche Girozentrale
Germany
$82.2M +$618K +5,524 +0.8%
TAM
130
Tocqueville Asset Management
New York
$79M +$1.05M +9,430 +1%
GC
131
Guggenheim Capital
Illinois
$78.9M -$4.47M -39,966 -6%
Axa
132
Axa
France
$78.8M -$99.7M -891,929 -57%
SCM
133
Sterling Capital Management
North Carolina
$76M -$30M -267,882 -29%
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$74.4M +$25.9M +231,643 +58%
SC
135
Samlyn Capital
New York
$74.1M -$10.3M -92,307 -13%
WAM
136
Wolverine Asset Management
Illinois
$74.1M +$64.4M +575,900 +1,129%
CI
137
Cambiar Investors
Colorado
$72.8M -$55M -491,600 -44%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$70.6M -$7.68M -68,692 -10%
PCM
139
Palestra Capital Management
New York
$70.5M +$5.05M +45,200 +8%
AI
140
Axiom Investors
Connecticut
$70.5M -$12.4M -111,312 -16%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$69.8M +$21.4M +191,139 +48%
EAM
142
Eagle Asset Management
Florida
$67M +$930K +8,317 +1%
CIC
143
Crawford Investment Counsel
Georgia
$64.9M -$13.9M -124,149 -18%
USAA
144
United Services Automobile Association
Texas
$64.5M +$339K +3,031 +0.6%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$64.2M +$11.4M +102,353 +23%
CA
146
Commerzbank Aktiengesellschaft
Germany
$64.1M -$103M -918,026 -63%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$63.1M +$1.68M +15,025 +3%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$63M -$2.22M -19,858 -4%
Viking Global Investors
149
Viking Global Investors
Connecticut
$61.9M +$58.6M +524,043 New
CCI
150
Columbus Circle Investors
$60.6M +$57.3M +512,656 New

MCD Hedge Fund Activity: Q4 2015 in Review

1,590 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2015, worth a combined $79.2B — up 20% from $65.7B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new MCD positions and 81 closed out — a net gain of 118 holders — while 495 added to existing stakes and 705 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.59B. The largest seller was Southeastern Asset Management, cutting an estimated $804M.

  • 1,590 institutional investors held McDonald's (MCD) as of Q4 2015, up from 1,494 in Q3 2015.
  • Funds reported $79.2B of McDonald's stock for Q4 2015, up 20% quarter-over-quarter.
  • 199 funds opened new McDonald's positions in Q4 2015 and 81 closed out, a net change of +118 holders.
  • The largest McDonald's buyer in Q4 2015 was Capital World Investors, an estimated $1.59B added.
  • The largest McDonald's seller in Q4 2015 was Southeastern Asset Management, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2015.