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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
SAM
1676
SignalPoint Asset Management
Missouri
-$691K -5,674 Closed
SAS
1677
Stelac Advisory Services
New York
-$619K -5,085 Closed
DCM
1678
Dimension Capital Management
Florida
-$606K -4,980 Closed
PHK
1679
Point72 Hong Kong
Hong Kong
-$530K -4,355 Closed
PRCM
1680
Pine River Capital Management
Minnesota
-$507K -4,164 Closed
KL
1681
KWMG LLC
Kansas
-$488K -4,013 Closed
ID
1682
Integral Derivatives
New York
-$492K -3,922 Closed
MFIMFI
1683
Mesirow Financial Investment Management - Fixed Income
Illinois
-$442K -3,635 Closed
FVP
1684
Firefly Value Partners
Pennsylvania
-$397K -3,263 Closed
VFPI
1685
Vantage Financial Partners (Illinois)
Illinois
-$389K -3,197 Closed
CHA
1686
Cedar Hill Associates
Illinois
-$371K -3,046 Closed
MWM
1687
Meridian Wealth Management
Kentucky
-$332K -2,711 Closed
ACP
1688
Aveo Capital Partners
Colorado
-$305K -2,506 Closed
PCM
1689
Pointe Capital Management
Michigan
-$304K -2,496 Closed
JFGLC
1690
Johnson Financial Group LLC (Colorado)
Colorado
-$272K -2,234 Closed
CFP
1691
Cornerstone Financial Partners
North Carolina
-$245K -2,031 Closed
KFA
1692
Kays Financial Advisory
Georgia
-$238K -1,955 Closed
HTHT
1693
Hemenway Trust Hemenway Trust
New Hampshire
-$235K -1,930 Closed
FVCM
1694
F&V Capital Management
Florida
-$231K -1,895 Closed
RI
1695
Ridgewood Investments
New Jersey
-$223K -1,832 Closed
MC
1696
Miles Capital
Iowa
-$217K -1,782 Closed
MCMT
1697
Moon Capital Management (Tennessee)
Tennessee
-$206K -1,695 Closed
TIM
1698
Thompson Investment Management
Wisconsin
-$202K -1,657 Closed
TG
1699
TLP Group
Illinois
-$193K -1,587 Closed
SIG
1700
Stanford Investment Group
California
-$130K -1,067 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.