McDonald's
MCD
1,870 hedge funds and large institutions have $85.5B invested in McDonald's in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 688 increasing their positions, 766 reducing their positions, and 68 closing their positions.
59% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 68
2.83% more ownership
Funds ownership: 68.04% → 70.87% (+2.8%)
1% more funds holding
Funds holding: 1,846 → 1,870 (+24)
1% more capital invested
Capital invested by funds: $84.4B → $85.5B (+$1.08B)
6% less funds holding in top 10
Funds holding in top 10: 70 → 66 (-4)
10% less repeat investments, than reductions
Existing positions increased: 688 | Existing positions reduced: 766
19% less call options, than puts
Call options by funds: $897M | Put options by funds: $1.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
+$1.96B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$241M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$225M |
| 4 |
A
AustralianSuper
Melbourne,
Australia
|
+$186M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$372M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$350M |
| 3 |
BlackRock
New York
|
-$296M |
| 4 |
Two Sigma Advisers
New York
|
-$280M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$166M |
MCD Hedge Fund Activity: Q2 2018 in Review
1,870 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2018, worth a combined $85.5B — up 1.3% from $84.4B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new MCD positions and 68 closed out — a net gain of 40 holders — while 688 added to existing stakes and 766 trimmed.
The largest buyer was Fundsmith LLP, opening a new position worth an estimated $1.96B. The largest seller was Capital World Investors, cutting an estimated $372M.
- 1,870 institutional investors held McDonald's (MCD) as of Q2 2018, up from 1,846 in Q1 2018.
- Funds reported $85.5B of McDonald's stock for Q2 2018, up 1.3% quarter-over-quarter.
- 108 funds opened new McDonald's positions in Q2 2018 and 68 closed out, a net change of +40 holders.
- The largest McDonald's buyer in Q2 2018 was Fundsmith LLP, an estimated $1.96B added.
- The largest McDonald's seller in Q2 2018 was Capital World Investors, an estimated $372M sold.
Based on aggregated 13F filings for Q2 2018.