McDonald's
MCD
1,694 hedge funds and large institutions have $85.7B invested in McDonald's in 2017 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 522 increasing their positions, 781 reducing their positions, and 73 closing their positions.
84% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 73
46% more funds holding in top 10
Funds holding in top 10: 68 → 99 (+31)
18% more capital invested
Capital invested by funds: $72.4B → $85.7B (+$13.4B)
3% more funds holding
Funds holding: 1,650 → 1,694 (+44)
0.5% more ownership
Funds ownership: 68.22% → 68.72% (+0.5%)
33% less repeat investments, than reductions
Existing positions increased: 522 | Existing positions reduced: 781
43% less call options, than puts
Call options by funds: $948M | Put options by funds: $1.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$770M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$623M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$510M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$450M |
| 5 |
BlackRock
New York
|
+$229M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$561M |
| 2 |
D.E. Shaw & Co
New York
|
-$374M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$245M |
| 4 |
MCM
Melvin Capital Management
New York
|
-$219M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$195M |
MCD Hedge Fund Activity: Q2 2017 in Review
1,694 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2017, worth a combined $85.7B — up 18% from $72.4B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new MCD positions and 73 closed out — a net gain of 61 holders — while 522 added to existing stakes and 781 trimmed.
The largest buyer was Jennison Associates, adding an estimated $770M. The largest seller was Federated Hermes, cutting an estimated $561M.
- 1,694 institutional investors held McDonald's (MCD) as of Q2 2017, up from 1,650 in Q1 2017.
- Funds reported $85.7B of McDonald's stock for Q2 2017, up 18% quarter-over-quarter.
- 134 funds opened new McDonald's positions in Q2 2017 and 73 closed out, a net change of +61 holders.
- The largest McDonald's buyer in Q2 2017 was Jennison Associates, an estimated $770M added.
- The largest McDonald's seller in Q2 2017 was Federated Hermes, an estimated $561M sold.
Based on aggregated 13F filings for Q2 2017.