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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
KSA
1526
Ken Stern & Associates
California
$201K +$180K +1,436 New
CIAS
1527
Capital Investment Advisory Services
North Carolina
$201K +$194K +1,550 New
SBL
1528
Sargent Bickham Lagudis
Colorado
$195K
RPG
1529
Risk Paradigm Group
Texas
$194K -$14.6K -116 -7%
HI
1530
Hudock Inc
Pennsylvania
$193K +$10.4K +83 +6%
TCCM
1531
Timber Creek Capital Management
Massachusetts
$166K
AA
1532
AlphaMark Advisors
Kentucky
$166K +$120K +956 +292%
LJHT
1533
Laurie J. Hall Trustee
$165K
AFIA
1534
America First Investment Advisors
Nebraska
$163K
CCMW
1535
Cypress Capital Management (Wyoming)
Wyoming
$162K
CT
1536
Clearstead Trust
Maine
$162K
TSW
1537
Thompson Siegel & Walmsley
Virginia
$160K -$5.65K -45 -4%
IP
1538
Isthmus Partners
Wisconsin
$160K
GWS
1539
Glassman Wealth Services
Virginia
$160K +$60.6K +483 +64%
CAL
1540
Capital Advisors Ltd
Ohio
$156K
CHP
1541
Cable Hill Partners
Oregon
$151K -$3.64K -29 -2%
SEIA
1542
Signature Estate & Investment Advisors
California
$146K +$142K +1,129 New
WA
1543
Winfield Associates
Ohio
$144K +$13.2K +105 +10%
DOA
1544
D'Orazio & Associates
Virginia
$142K +$753 +6 +0.6%
TJHA
1545
Thomas J. Herzfeld Advisors
Florida
$140K +$627 +5 +0.5%
PFBT
1546
Parkside Financial Bank & Trust
Missouri
$139K -$113K -900 -46%
BL
1547
Balentine LLC
Georgia
$138K
CWM
1548
Catamount Wealth Management
Connecticut
$138K
MSFP
1549
Mark Sheptoff Financial Planning
Connecticut
$136K +$12.7K +101 +11%
TC
1550
Trust Company
Kansas
$131K +$32.8K +261 +35%

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.