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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
GAM
1576
Gemmer Asset Management
California
$79K
OFS
1577
Orrstown Financial Services
Pennsylvania
$79K +$18.4K +147 +32%
JT
1578
Jump Trading
Illinois
$79K +$76.7K +611 New
NC
1579
Nicholas Company
Wisconsin
$77K -$389K -3,100 -84%
HR
1580
Howe & Rusling
New York
$75K
FPTW
1581
Franklin, Parlapiano, Turner & Welch
Texas
$71K
CCA
1582
Catalyst Capital Advisors
New York
$69K -$1.86M -14,800 -97%
SA
1583
SpiderRock Advisors
Delaware
$67K
FWM
1584
Focused Wealth Management
New York
$67K +$125 +1 +0.2%
RFWA
1585
RPg Family Wealth Advisory
Massachusetts
$66.5K -$3.51K -28 -5%
ABA
1586
American Beacon Advisors
Texas
$65.5K +$63.4K +505 New
PK
1587
Pflug Koory
Nebraska
$65K
FM
1588
Forward Management
California
$65K +$62.7K +500 New
HWM
1589
Holloway Wealth Management
Florida
$61K
MWM
1590
MinichMacGregor Wealth Management
New York
$58K
BG
1591
Bollard Group
Massachusetts
$58K +$376 +3 +0.7%
APSP
1592
Asset Planning Services (Pennsylvania)
Pennsylvania
$57K +$55K +438 New
AAP
1593
Arax Advisory Partners
Colorado
$55K +$376 +3 +0.7%
MIC
1594
MU Investments Company
Japan
$52K -$8.78K -70 -15%
ACM
1595
Armbruster Capital Management
New York
$52K
DSN
1596
D. Scott Neal
Kentucky
$52K
KIG
1597
Kessler Investment Group
Indiana
$52K
WCM
1598
Wealthcare Capital Management
Virginia
$52K
WIM
1599
Westside Investment Management
California
$50.9K +$18.8K +150 +63%
BCM
1600
Blume Capital Management
California
$48K -$12.5K -100 -21%

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.