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McDonald's

2,278 hedge funds and large institutions have $110B invested in McDonald's in 2020 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 803 increasing their positions, 985 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 92

53% more funds holding in top 10

Funds holding in top 10: 5787 (+30)

19% more capital invested

Capital invested by funds: $92.6B → $110B (+$17.7B)

3% more funds holding

Funds holding: 2,2132,278 (+65)

1% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.96B

0.1% more ownership

Funds ownership: 67.52%67.63% (+0.1%)

18% less repeat investments, than reductions

Existing positions increased: 803 | Existing positions reduced: 985

Holders
2,278
Holders Change
+65
Holders Change %
+2.94%
% of All Funds
45.96%
Holding in Top 10
87
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+52.63%
% of All Funds
1.76%
New
177
Increased
803
Reduced
985
Closed
92
Calls
$1.97B
Puts
$1.96B
Net Calls
+$13.7M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
126
Westwood Holdings Group
Texas
$83.7M -$1.57M -7,663 -2%
DC
127
Davenport & Co
Virginia
$83M -$1.04M -5,047 -1%
OTPPB
128
Ontario Teachers' Pension Plan Board
Ontario, Canada
$82.4M -$508K -2,475 -0.7%
EIP
129
Epoch Investment Partners
New York
$82.2M -$3.51M -17,075 -4%
GT
130
Glenmede Trust
Pennsylvania
$80.9M -$307K -1,493 -0.4%
SAM
131
Storebrand Asset Management
Norway
$80.7M +$3.76M +18,314 +5%
Jennison Associates
132
Jennison Associates
New York
$80.5M +$4.96M +24,159 +7%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$80.5M +$3.1M +15,084 +4%
ACI
134
AMP Capital Investors
Australia
$79.1M -$3.43M -16,713 -4%
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
$78.9M +$39.4M +192,030 +115%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$78.6M +$4.18M +20,346 +6%
SO
137
STRS Ohio
Ohio
$78.1M -$3.81M -18,557 -5%
BA
138
Bridgewater Associates
Connecticut
$77M +$72M +350,908 New
Mariner
139
Mariner
Kansas
$77M +$3.18M +15,503 +5%
CWM
140
CIBC World Markets
New York
$76.5M +$13.4M +65,159 +23%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$74.2M +$21M +102,381 +43%
Osaic Holdings
142
Osaic Holdings
Arizona
$72.1M +$1.54M +7,485 +2%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$71.1M +$244K +1,190 +0.4%
CIM
144
CCLA Investment Management
United Kingdom
$69.5M -$2.01M -9,785 -3%
Mitsubishi UFJ Asset Management
145
Mitsubishi UFJ Asset Management
Japan
$68.3M +$7.53M +36,684 +13%
AIG
146
American International Group
New York
$67.9M -$1.13M -5,526 -2%
William Blair & Company
147
William Blair & Company
Illinois
$67.5M -$2.56M -12,479 -4%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$67.3M +$133K +650 +0.2%
HPC
149
HM Payson & Co
Maine
$66.8M -$1.85K -9 -0%
AQR Capital Management
150
AQR Capital Management
Connecticut
$66.2M -$118M -572,721 -66%

MCD Hedge Fund Activity: Q3 2020 in Review

2,278 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2020, worth a combined $110B — up 19% from $92.6B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new MCD positions and 92 closed out — a net gain of 85 holders — while 803 added to existing stakes and 985 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $797M. The largest seller was Fidelity Investments, cutting an estimated $252M.

  • 2,278 institutional investors held McDonald's (MCD) as of Q3 2020, up from 2,213 in Q2 2020.
  • Funds reported $110B of McDonald's stock for Q3 2020, up 19% quarter-over-quarter.
  • 177 funds opened new McDonald's positions in Q3 2020 and 92 closed out, a net change of +85 holders.
  • The largest McDonald's buyer in Q3 2020 was Wellington Management Group, an estimated $797M added.
  • The largest McDonald's seller in Q3 2020 was Fidelity Investments, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2020.