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
MWM
1601
Mascoma Wealth Management
New Hampshire
$48K
SHJ
1602
Sharkey, Howes & Javer
Colorado
$44K
CCS
1603
Crosspoint Capital Strategies
California
$43K
RBC
1604
Roble Belko & Company
Pennsylvania
$42K +$9.54K +76 +30%
LWM
1605
LBA Wealth Management
Florida
$39K -$376 -3 -1%
FPS
1606
Fieldpoint Private Securities
Connecticut
$39K +$37.6K +300 New
WA
1607
WealthTrust-Arizona
Arizona
$38K +$1.25K +10 +4%
TWMP
1608
Taylor Wealth Management Partners
Massachusetts
$37K
TFO
1609
Tarbox Family Office
California
$36K
BWP
1610
Baldwin Wealth Partners
Massachusetts
$35K +$12.5K +100 +58%
PCFFS
1611
Pacific Center for Financial Services
California
$34K
ARMC
1612
American Research & Management Company
Massachusetts
$32K
MAS
1613
Madden Advisory Services
Florida
$32K +$31.4K +250 New
WP
1614
WealthPLAN Partners
Nebraska
$31.6K +$30.5K +243 New
AAF
1615
Andra AP-fonden
Sweden
$31.5K -$154K -1,229 -0.5%
IR
1616
Invictus RG
Bermuda
$31K -$14.4K -115 -32%
TIM
1617
Tortoise Investment Management
New York
$31K -$2.38K -19 -7%
IF
1618
Ironwood Financial
Arizona
$28K +$1.25K +10 +5%
TRCT
1619
Tower Research Capital (TRC)
New York
$25K -$3.71M -29,558 -99%
AIM
1620
Anchor Investment Management
South Carolina
$24.8K
PS
1621
Portfolio Solutions
Michigan
$24K +$22.8K +182 New
NCM
1622
New Capital Management
Texas
$22K
AIS
1623
Accurate Investment Solutions
Pennsylvania
$18K -$15.4K -123 -47%
HCC
1624
Hirtle Callaghan & Co
Pennsylvania
$18K
LYV
1625
Live Your Vision
Pennsylvania
$18K

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.