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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
CG
1501
Corundum Group
Colorado
$224K
TCM
1502
Tradewinds Capital Management
Washington
$224K +$251 +2 +0.1%
AIP
1503
Ahrens Investment Partners
Louisiana
$223K
AWE
1504
Avidian Wealth Enterprises
Texas
$223K +$216K +1,721 New
KFA
1505
Kelleher Financial Advisors
New York
$222K -$87.8K -700 -29%
AIM
1506
Allen Investment Management
New York
$222K -$79.1K -630 -27%
GAG
1507
GM Advisory Group
New York
$220K -$183K -1,460 -46%
SSWM
1508
Smith Salley Wealth Management
North Carolina
$219K +$211K +1,685 New
FNBOO
1509
First National Bank of Omaha
Nebraska
$218K -$283K -2,255 -57%
BAAM
1510
Baker Avenue Asset Management
California
$215K -$25.6K -204 -11%
WOC
1511
West Oak Capital
California
$214K -$502K -4,000 -71%
PAMG
1512
Patton Albertson Miller Group
Tennessee
$213K -$211K -1,683 -53%
GWM
1513
GSB Wealth Management
Connecticut
$212K +$205K +1,636 New
HDIM
1514
Hanson & Doremus Investment Management
Vermont
$210K
GWM
1515
Greenwich Wealth Management
Connecticut
$210K +$204K +1,623 New
CCM
1516
Canal Capital Management
Virginia
$210K +$204K +1,624 New
CS
1517
Cannell & Spears
New York
$209K +$203K +1,615 New
WAS
1518
Winch Advisory Services
Wisconsin
$206K -$2.01K -16 -1%
DAM
1519
Delta Asset Management
Tennessee
$206K
CCA
1520
Clearwater Capital Advisors
Illinois
$206K +$199K +1,582 New
MWM
1521
Merriman Wealth Management
Washington
$206K +$199K +1,589 New
MGIA
1522
Moneta Group Investment Advisors
Missouri
$204K -$50.1K -399 -20%
WPC
1523
Waters Parkerson & Co
Louisiana
$202K +$195K +1,556 New
SFS
1524
Summit Financial Strategies
Ohio
$202K +$195K +1,558 New
ZB
1525
Zions Bancorporation
Utah
$201K +$59.9K +477 +45%

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.