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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
ORIO
151
Old Republic International (ORI)
Illinois
$52.9M
IP
152
Interval Partners
New York
$51.9M +$31.2M +248,715 +164%
Korea Investment Corp
153
Korea Investment Corp
South Korea
$51.7M -$21.5M -171,433 -30%
MAM
154
Martingale Asset Management
Massachusetts
$51.3M +$672K +5,352 +1%
RFC
155
Regions Financial Corp
Alabama
$50.8M -$727K -5,792 -1%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$50.7M -$4.67M -37,242 -9%
TAM
157
Tocqueville Asset Management
New York
$50.7M -$7.42M -59,097 -13%
CI
158
Cincinnati Insurance
Ohio
$50.4M
IG
159
ING Group
Netherlands
$50.2M +$16.5M +131,707 +52%
BTS
160
BB&T Securities
Virginia
$49.6M -$1.26M -10,059 -3%
GGHC
161
Gilder Gagnon Howe & Co
New York
$47.9M -$1.25M -9,956 -3%
SAM
162
Sentinel Asset Management
Vermont
$47.5M
GAM
163
Gotham Asset Management
New York
$46.8M +$25.6M +204,335 +130%
CAM
164
Close Asset Management
United Kingdom
$46M +$6.2M +49,422 +16%
WRF
165
Waddell & Reed Financial
Kansas
$45.8M -$5.33M -42,500 -11%
AL
166
AJO LP
Pennsylvania
$45.4M +$9.76M +77,814 +29%
Nordea Investment Management
167
Nordea Investment Management
Sweden
$45M +$172K +1,369 +0.4%
OWP
168
Obermeyer Wealth Partners
Colorado
$44.9M -$7.48M -59,620 -15%
WF
169
Welch & Forbes
Massachusetts
$44.4M +$558K +4,447 +1%
HPC
170
HM Payson & Co
Maine
$44.1M -$857K -6,831 -2%
JCM
171
Junto Capital Management
New York
$43.8M +$22.6M +180,500 +114%
Truist Financial
172
Truist Financial
North Carolina
$43.6M -$2.28M -18,176 -5%
ASRS
173
Arizona State Retirement System
Arizona
$43.1M -$728K -5,800 -2%
MWNA
174
Marshall Wace North America
New York
$42.9M +$41.4M +330,166 New
CAM
175
Congress Asset Management
Massachusetts
$42.9M +$561K +4,471 +1%

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.