McDonald's
MCD
1,718 hedge funds and large institutions have $85.5B invested in McDonald's in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 549 increasing their positions, 816 reducing their positions, and 63 closing their positions.
63% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 63
1% more funds holding
Funds holding: 1,694 → 1,718 (+24)
0% less capital invested
Capital invested by funds: $85.7B → $85.5B (-$205M)
1.31% less ownership
Funds ownership: 68.72% → 67.41% (-1.3%)
6% less funds holding in top 10
Funds holding in top 10: 99 → 93 (-6)
25% less call options, than puts
Call options by funds: $1.15B | Put options by funds: $1.54B
33% less repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 816
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$410M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$216M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$180M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$164M |
| 5 |
Jennison Associates
New York
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$542M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$331M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$246M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$217M |
| 5 |
N
Natixis
Paris,
France
|
-$199M |
MCD Hedge Fund Activity: Q3 2017 in Review
1,718 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2017, worth a combined $85.5B — down 0.24% from $85.7B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new MCD positions and 63 closed out — a net gain of 40 holders — while 549 added to existing stakes and 816 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $410M. The largest seller was Federated Hermes, cutting an estimated $542M.
- 1,718 institutional investors held McDonald's (MCD) as of Q3 2017, up from 1,694 in Q2 2017.
- Funds reported $85.5B of McDonald's stock for Q3 2017, down 0.24% quarter-over-quarter.
- 103 funds opened new McDonald's positions in Q3 2017 and 63 closed out, a net change of +40 holders.
- The largest McDonald's buyer in Q3 2017 was Fidelity Investments, an estimated $410M added.
- The largest McDonald's seller in Q3 2017 was Federated Hermes, an estimated $542M sold.
Based on aggregated 13F filings for Q3 2017.