McDonald's
MCD
1,890 hedge funds and large institutions have $94B invested in McDonald's in 2017 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 625 increasing their positions, 772 reducing their positions, and 62 closing their positions.
305% more first-time investments, than exits
New positions opened: 251 | Existing positions closed: 62
11% more funds holding in top 10
Funds holding in top 10: 93 → 103 (+10)
10% more funds holding
Funds holding: 1,718 → 1,890 (+172)
10% more capital invested
Capital invested by funds: $85.5B → $94B (+$8.48B)
1.22% more ownership
Funds ownership: 67.41% → 68.63% (+1.2%)
19% less repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 772
23% less call options, than puts
Call options by funds: $1.09B | Put options by funds: $1.43B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$518M |
| 2 |
Jennison Associates
New York
|
+$310M |
| 3 |
Barclays
London,
United Kingdom
|
+$184M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$163M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$619M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$343M |
| 3 |
Bank of New York Mellon
New York
|
-$182M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$177M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$145M |
MCD Hedge Fund Activity: Q4 2017 in Review
1,890 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2017, worth a combined $94B — up 9.9% from $85.5B a quarter earlier.
Buyers outnumbered sellers: 251 funds opened new MCD positions and 62 closed out — a net gain of 189 holders — while 625 added to existing stakes and 772 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $518M. The largest seller was American International Group, cutting an estimated $619M.
- 1,890 institutional investors held McDonald's (MCD) as of Q4 2017, up from 1,718 in Q3 2017.
- Funds reported $94B of McDonald's stock for Q4 2017, up 9.9% quarter-over-quarter.
- 251 funds opened new McDonald's positions in Q4 2017 and 62 closed out, a net change of +189 holders.
- The largest McDonald's buyer in Q4 2017 was Fidelity Investments, an estimated $518M added.
- The largest McDonald's seller in Q4 2017 was American International Group, an estimated $619M sold.
Based on aggregated 13F filings for Q4 2017.