McDonald's
MCD
1,494 hedge funds and large institutions have $62B invested in McDonald's in 2013 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 554 increasing their positions, 607 reducing their positions, and 49 closing their positions.
288% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 49
31% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $909M
9% more funds holding
Funds holding: 1,372 → 1,494 (+122)
2% less capital invested
Capital invested by funds: $63B → $62B (-$1.02B)
9% less repeat investments, than reductions
Existing positions increased: 554 | Existing positions reduced: 607
1.33% less ownership
Funds ownership: 65.77% → 64.44% (-1.3%)
31% less funds holding in top 10
Funds holding in top 10: 74 → 51 (-23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$275M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$161M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$102M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$101M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$96.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$590M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$548M |
| 3 |
State Street
Boston,
Massachusetts
|
-$371M |
| 4 |
O
OppenheimerFunds
New York
|
-$288M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$183M |
MCD Hedge Fund Activity: Q4 2013 in Review
1,494 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2013, worth a combined $62B — down 1.6% from $63B a quarter earlier.
Buyers outnumbered sellers: 190 funds opened new MCD positions and 49 closed out — a net gain of 141 holders — while 554 added to existing stakes and 607 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $275M. The largest seller was Deutsche Bank, cutting an estimated $590M.
- 1,494 institutional investors held McDonald's (MCD) as of Q4 2013, up from 1,372 in Q3 2013.
- Funds reported $62B of McDonald's stock for Q4 2013, down 1.6% quarter-over-quarter.
- 190 funds opened new McDonald's positions in Q4 2013 and 49 closed out, a net change of +141 holders.
- The largest McDonald's buyer in Q4 2013 was Massachusetts Financial Services, an estimated $275M added.
- The largest McDonald's seller in Q4 2013 was Deutsche Bank, an estimated $590M sold.
Based on aggregated 13F filings for Q4 2013.