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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
SLF
1651
Sun Life Financial
Ontario, Canada
$442 +$376 +3 +6%
AP
1652
Advisors Preferred
Maryland
$368 -$135K -1,073 -27%
Capital Fund Management (CFM)
1653
Capital Fund Management (CFM)
France
-$33.4M -266,154 Closed
PG
1654
PEAK6 Group
Illinois
-$15.8M -125,704 Closed
AC
1655
Allstate Corporation
Illinois
-$7.41M -60,868 Closed
SI
1656
Sentry Investments
Ontario, Canada
-$7.19M -59,100 Closed
AIM
1657
Artemis Investment Management
United Kingdom
-$7.17M -58,900 Closed
HHC
1658
Hutchin Hill Capital
New York
-$6.62M -54,400 Closed
PDN
1659
Pensionfund DSM Netherlands
Netherlands
-$6.09M -50,000 Closed
Assenagon Asset Management
1660
Assenagon Asset Management
Luxembourg
-$5.61M -46,048 Closed
BCM
1661
BlueCrest Capital Management
Jersey
-$5.18M -42,552 Closed
MC
1662
Menta Capital
California
-$3.93M -32,257 Closed
PS
1663
Pensionfund Sabic
Netherlands
-$3.14M -25,800 Closed
Twin Tree Management
1664
Twin Tree Management
Texas
-$2.7M -22,185 Closed
MLM
1665
Mount Lucas Management
Pennsylvania
-$2.45M -20,121 Closed
FBB
1666
Fulton Breakefield Broenniman
Maryland
-$1.71M -14,060 Closed
BCM
1667
Bayesian Capital Management
New York
-$1.51M -12,400 Closed
Walleye Trading
1668
Walleye Trading
New York
-$1.28M -10,204 Closed
Parallax Volatility Advisers
1669
Parallax Volatility Advisers
California
-$1.25M -10,000 Closed
MSU
1670
Mizuho Securities USA
New York
-$1.15M -9,439 Closed
LT
1671
LJ Trust
Nevada
-$943K -7,750 Closed
QT
1672
Quantbot Technologies
New York
-$855K -7,031 Closed
IAA
1673
Ironsides Asset Advisors
North Carolina
-$845K -6,940 Closed
AJ
1674
Ashburton (Jersey)
Jersey
-$823K -6,761 Closed
AZA
1675
Arthur Zaske & Associates
Michigan
-$692K -5,684 Closed

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.