McDonald's
MCD
2,214 hedge funds and large institutions have $92.6B invested in McDonald's in 2020 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 946 increasing their positions, 810 reducing their positions, and 107 closing their positions.
64% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 107
17% more repeat investments, than reductions
Existing positions increased: 946 | Existing positions reduced: 810
10% more capital invested
Capital invested by funds: $84B → $92.6B (+$8.62B)
2% more funds holding
Funds holding: 2,166 → 2,214 (+48)
0.85% less ownership
Funds ownership: 68.38% → 67.52% (-0.85%)
3% less call options, than puts
Call options by funds: $1.65B | Put options by funds: $1.7B
22% less funds holding in top 10
Funds holding in top 10: 73 → 57 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$712M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$217M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$210M |
| 4 |
Bank of New York Mellon
New York
|
+$201M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$589M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$455M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$314M |
| 4 |
BlackRock
New York
|
-$311M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$195M |
MCD Hedge Fund Activity: Q2 2020 in Review
2,214 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2020, worth a combined $92.6B — up 10% from $84B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new MCD positions and 107 closed out — a net gain of 69 holders — while 946 added to existing stakes and 810 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $712M. The largest seller was Vanguard Group, cutting an estimated $589M.
- 2,214 institutional investors held McDonald's (MCD) as of Q2 2020, up from 2,166 in Q1 2020.
- Funds reported $92.6B of McDonald's stock for Q2 2020, up 10% quarter-over-quarter.
- 176 funds opened new McDonald's positions in Q2 2020 and 107 closed out, a net change of +69 holders.
- The largest McDonald's buyer in Q2 2020 was Wellington Management Group, an estimated $712M added.
- The largest McDonald's seller in Q2 2020 was Vanguard Group, an estimated $589M sold.
Based on aggregated 13F filings for Q2 2020.