McDonald's
MCD
1,581 hedge funds and large institutions have $72.1B invested in McDonald's in 2016 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 532 increasing their positions, 730 reducing their positions, and 105 closing their positions.
0% more call options, than puts
Call options by funds: $2.06B | Put options by funds: $2.06B
2% less first-time investments, than exits
New positions opened: 103 | Existing positions closed: 105
1% less funds holding
Funds holding: 1,601 → 1,581 (-20)
3.71% less ownership
Funds ownership: 72.03% → 68.31% (-3.7%)
7% less capital invested
Capital invested by funds: $77.2B → $72.1B (-$5.11B)
27% less repeat investments, than reductions
Existing positions increased: 532 | Existing positions reduced: 730
38% less funds holding in top 10
Funds holding in top 10: 99 → 61 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$493M |
| 2 |
D.E. Shaw & Co
New York
|
+$386M |
| 3 |
Barclays
London,
United Kingdom
|
+$376M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$173M |
| 5 |
Two Sigma Advisers
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.5B |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$596M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$344M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$280M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$274M |
MCD Hedge Fund Activity: Q2 2016 in Review
1,581 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2016, worth a combined $72.1B — down 6.6% from $77.2B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of MCD and 103 opened new positions — a net loss of 2 holders — while 730 trimmed existing stakes and 532 added.
The largest buyer was JP Morgan Chase, adding an estimated $493M. The largest seller was Royal London Asset Management, cutting an estimated $3.5B.
- 1,581 institutional investors held McDonald's (MCD) as of Q2 2016, down from 1,601 in Q1 2016.
- Funds reported $72.1B of McDonald's stock for Q2 2016, down 6.6% quarter-over-quarter.
- 103 funds opened new McDonald's positions in Q2 2016 and 105 closed out, a net change of -2 holders.
- The largest McDonald's buyer in Q2 2016 was JP Morgan Chase, an estimated $493M added.
- The largest McDonald's seller in Q2 2016 was Royal London Asset Management, an estimated $3.5B sold.
Based on aggregated 13F filings for Q2 2016.