McDonald's
MCD
1,529 hedge funds and large institutions have $64.9B invested in McDonald's in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 573 increasing their positions, 668 reducing their positions, and 99 closing their positions.
32% more call options, than puts
Call options by funds: $2B | Put options by funds: $1.52B
1.47% less ownership
Funds ownership: 68.31% → 66.84% (-1.5%)
3% less funds holding
Funds holding: 1,580 → 1,529 (-51)
10% less capital invested
Capital invested by funds: $72.1B → $64.9B (-$7.19B)
14% less repeat investments, than reductions
Existing positions increased: 573 | Existing positions reduced: 668
18% less funds holding in top 10
Funds holding in top 10: 61 → 50 (-11)
31% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$587M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$186M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
+$140M |
| 4 |
Millennium Management
New York
|
+$75.3M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$74.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.1B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$972M |
| 3 |
JP Morgan Chase
New York
|
-$516M |
| 4 |
SC
Sculptor Capital
New York
|
-$186M |
| 5 |
Bank of New York Mellon
New York
|
-$183M |
MCD Hedge Fund Activity: Q3 2016 in Review
1,529 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2016, worth a combined $64.9B — down 10% from $72.1B a quarter earlier.
Sellers outnumbered buyers: 99 funds closed out of MCD and 68 opened new positions — a net loss of 31 holders — while 668 trimmed existing stakes and 573 added.
The largest buyer was Magellan Asset Management, opening a new position worth an estimated $587M. The largest seller was Capital World Investors, cutting an estimated $1.1B.
- 1,529 institutional investors held McDonald's (MCD) as of Q3 2016, down from 1,580 in Q2 2016.
- Funds reported $64.9B of McDonald's stock for Q3 2016, down 10% quarter-over-quarter.
- 68 funds opened new McDonald's positions in Q3 2016 and 99 closed out, a net change of -31 holders.
- The largest McDonald's buyer in Q3 2016 was Magellan Asset Management, an estimated $587M added.
- The largest McDonald's seller in Q3 2016 was Capital World Investors, an estimated $1.1B sold.
Based on aggregated 13F filings for Q3 2016.