McDonald's
MCD
2,462 hedge funds and large institutions have $108B invested in McDonald's in 2020 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 984 increasing their positions, 856 reducing their positions, and 81 closing their positions.
268% more first-time investments, than exits
New positions opened: 298 | Existing positions closed: 81
15% more repeat investments, than reductions
Existing positions increased: 984 | Existing positions reduced: 856
8% more funds holding
Funds holding: 2,278 → 2,462 (+184)
0.31% less ownership
Funds ownership: 67.63% → 67.31% (-0.31%)
2% less capital invested
Capital invested by funds: $110B → $108B (-$2.26B)
32% less funds holding in top 10
Funds holding in top 10: 87 → 59 (-28)
34% less call options, than puts
Call options by funds: $1.41B | Put options by funds: $2.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$204M |
| 2 |
Two Sigma Advisers
New York
|
+$198M |
| 3 |
Millennium Management
New York
|
+$165M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$159M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$996M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$681M |
| 3 |
State Street
Boston,
Massachusetts
|
-$457M |
| 4 |
MCM
Melvin Capital Management
New York
|
-$296M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$265M |
MCD Hedge Fund Activity: Q4 2020 in Review
2,462 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2020, worth a combined $108B — down 2% from $110B a quarter earlier.
Buyers outnumbered sellers: 298 funds opened new MCD positions and 81 closed out — a net gain of 217 holders — while 984 added to existing stakes and 856 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $204M. The largest seller was Wellington Management Group, cutting an estimated $996M.
- 2,462 institutional investors held McDonald's (MCD) as of Q4 2020, up from 2,278 in Q3 2020.
- Funds reported $108B of McDonald's stock for Q4 2020, down 2% quarter-over-quarter.
- 298 funds opened new McDonald's positions in Q4 2020 and 81 closed out, a net change of +217 holders.
- The largest McDonald's buyer in Q4 2020 was D.E. Shaw & Co, an estimated $204M added.
- The largest McDonald's seller in Q4 2020 was Wellington Management Group, an estimated $996M sold.
Based on aggregated 13F filings for Q4 2020.