We are live on ! Find out more
MCD icon

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
CFN
1551
Cordasco Financial Network
Florida
$130K
AA
1552
Apriem Advisors
California
$128K +$251 +2 +0.2%
VCM
1553
Vigilant Capital Management
Maine
$127K +$10.5K +84 +9%
QAM
1554
QCI Asset Management
New York
$116K -$15.7K -125 -12%
LF
1555
Lee Financial
Texas
$116K
GEA
1556
Glen Eagle Advisors
New Jersey
$115K
SIA
1557
SeaBridge Investment Advisors
New Jersey
$115K
BWM
1558
Baystate Wealth Management
Massachusetts
$113K -$17.6K -140 -14%
PCP
1559
Proficio Capital Partners
Massachusetts
$111K +$43.4K +346 +88%
CWM
1560
Cranbrook Wealth Management
Michigan
$106K
Group One Trading
1561
Group One Trading
Illinois
$103K -$2.03M -16,182 -95%
GRP
1562
Global Retirement Partners
California
$103K +$13.9K +111 +16%
JWM
1563
Jacobus Wealth Management
Wisconsin
$100K -$87.2K -695 -47%
HCM
1564
Herndon Capital Management
Georgia
$98K
SIM
1565
Sonora Investment Management
Arizona
$97.4K -$6.27K -50 -6%
BWA
1566
Burt Wealth Advisors
Maryland
$97K -$22K -175 -19%
CPP
1567
Crow Point Partners
Massachusetts
$94K +$64.5K +514 +245%
EWM
1568
Endurance Wealth Management
Rhode Island
$93K -$3.14K -25 -3%
DIA
1569
Davidson Investment Advisors
Montana
$93K +$11.9K +95 +15%
IPC
1570
Independent Portfolio Consultants
Florida
$91K -$54.2K -432 -38%
JAM
1571
Jolley Asset Management
North Carolina
$91K
CFD
1572
Creative Financial Designs
Indiana
$90K -$15.7K -125 -15%
HWP
1573
Hefty Wealth Partners
Indiana
$90K
CPA
1574
Cowen Prime Advisors
New York
$83K
CFS
1575
Commonwealth Financial Services
West Virginia
$81K -$1.88K -15 -2%

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.