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McDonald's

2,049 hedge funds and large institutions have $99.9B invested in McDonald's in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 783 increasing their positions, 843 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 76

7% more capital invested

Capital invested by funds: $93.2B → $99.9B (+$6.69B)

2% more funds holding

Funds holding: 2,0042,049 (+45)

6% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.21B

0.2% more ownership

Funds ownership: 68.75%68.95% (+0.2%)

7% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 843

16% less funds holding in top 10

Funds holding in top 10: 11798 (-19)

Holders
2,049
Holders Change
+45
Holders Change %
+2.25%
% of All Funds
44.34%
Holding in Top 10
98
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.24%
% of All Funds
2.12%
New
143
Increased
783
Reduced
843
Closed
76
Calls
$1.29B
Puts
$1.21B
Net Calls
+$77.7M
Net Calls Change
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
201
Capital Fund Management (CFM)
France
$39.5M +$23.1M +127,300 +157%
H
202
Hexavest
Quebec, Canada
$39.2M +$2.65M +14,629 +8%
KBC Group
203
KBC Group
Belgium
$39.2M +$16.5M +90,693 +78%
N
204
Nuveen
North Carolina
$39.1M -$977K -5,384 -3%
Federated Hermes
205
Federated Hermes
Pennsylvania
$38.8M +$6.16M +33,968 +20%
CWM
206
CIBC World Markets
New York
$38.2M -$17.9M -98,819 -33%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$38M +$3.07M +16,902 +9%
IP
208
Interval Partners
New York
$38M +$36.3M +200,000 New
AIA
209
Avalon Investment & Advisory
Texas
$37.6M -$996K -5,486 -3%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$36.9M +$407K +2,245 +1%
MNG
211
Manning & Napier Group
New York
$36.4M +$7.07M +38,939 +25%
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$36.4M +$19.5M +107,380 +127%
Comerica Bank
213
Comerica Bank
Texas
$36.3M -$370K -2,038 -1%
Lord, Abbett & Co
214
Lord, Abbett & Co
New Jersey
$36.2M -$16.7M -91,990 -33%
Baillie Gifford & Co
215
Baillie Gifford & Co
United Kingdom
$36.2M +$3.49M +19,235 +11%
SAM
216
Silvercrest Asset Management
New York
$35.7M +$171K +941 +0.5%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$35.7M +$1.56M +8,592 +5%
Truist Financial
218
Truist Financial
North Carolina
$35.6M -$702K -3,866 -2%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$35.4M +$2.93M +16,124 +9%
GIBU
220
Gulf International Bank (UK)
United Kingdom
$35M -$39K -215 -0.1%
Kayne Anderson Rudnick Investment Management
221
Kayne Anderson Rudnick Investment Management
California
$35M +$2.71M +14,940 +9%
NC
222
Nicholas Company
Wisconsin
$34.8M -$7.65M -42,135 -19%
RHBC
223
R.H. Bluestein & Co
Michigan
$34.7M +$3.05M +16,808 +10%
MC
224
Maverick Capital
Texas
$34.6M +$33.1M +182,430 New
ASRS
225
Arizona State Retirement System
Arizona
$34.5M -$2.16M -11,902 -6%

MCD Hedge Fund Activity: Q1 2019 in Review

2,049 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2019, worth a combined $99.9B — up 7.2% from $93.2B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new MCD positions and 76 closed out — a net gain of 67 holders — while 783 added to existing stakes and 843 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $464M. The largest seller was Capital World Investors, cutting an estimated $1.95B.

  • 2,049 institutional investors held McDonald's (MCD) as of Q1 2019, up from 2,004 in Q4 2018.
  • Funds reported $99.9B of McDonald's stock for Q1 2019, up 7.2% quarter-over-quarter.
  • 143 funds opened new McDonald's positions in Q1 2019 and 76 closed out, a net change of +67 holders.
  • The largest McDonald's buyer in Q1 2019 was Geode Capital Management, an estimated $464M added.
  • The largest McDonald's seller in Q1 2019 was Capital World Investors, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2019.