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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
RI
1626
Redwood Investments
Massachusetts
$17K
RAM
1627
Riggs Asset Management
Pennsylvania
$17K +$16.9K +135 New
LWA
1628
Lowe Wealth Advisors
Maryland
$16K
AWA
1629
Artemis Wealth Advisors
New York
$14.6K
GWA
1630
Guidant Wealth Advisors
Illinois
$13K
BC
1631
Barnett & Company
Tennessee
$12K
CTB
1632
Country Trust Bank
Illinois
$12K
AWM
1633
AllSquare Wealth Management
New York
$11K
PFO
1634
Pathstone Family Office
New Jersey
$10K +$9.66K +77 New
NYLT
1635
New York Life Trust
New York
$9K -$69.8K -556 -89%
BCI
1636
Brinker Capital Investments
Pennsylvania
$9K
JIR
1637
James Investment Research
Ohio
$7K
TCM
1638
TD Capital Management
Tennessee
$7K
HS
1639
Horan Securities
United States
$7K +$6.27K +50 New
HIM
1640
Hillsdale Investment Management
Ontario, Canada
$6K +$1.25K +10 +29%
EWM
1641
Edge Wealth Management
New York
$5K
FMA
1642
FNY Managed Accounts
New York
$5K +$5.02K +40 New
WAS
1643
WESPAC Advisors SoCal
California
$4.41K
CCM
1644
Cohen Capital Management
California
$3K +$2.51K +20 New
CT
1645
Chicago Trust
Illinois
$2.59K -$220K -1,755 -8%
AUB
1646
Atlantic Union Bankshares
Virginia
$1.94K -$69K -550 -4%
SM
1647
Sciencast Management
New Jersey
$1.35K +$473K +3,766 +56%
RCG
1648
Ruggie Capital Group
Florida
$1K +$627 +5 New
NDSI
1649
Newman Dignan & Sheerar Inc
Rhode Island
$867 -$21.8K -174 -3%
SSA
1650
South Street Advisors
New York
$675

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.