McDonald's
MCD
1,481 hedge funds and large institutions have $62.5B invested in McDonald's in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 587 increasing their positions, 635 reducing their positions, and 77 closing their positions.
43% more call options, than puts
Call options by funds: $999M | Put options by funds: $699M
22% more funds holding in top 10
Funds holding in top 10: 51 → 62 (+11)
4% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 77
1% more capital invested
Capital invested by funds: $62B → $62.5B (+$518M)
0.23% more ownership
Funds ownership: 64.44% → 64.67% (+0.23%)
1% less funds holding
Funds holding: 1,494 → 1,481 (-13)
8% less repeat investments, than reductions
Existing positions increased: 587 | Existing positions reduced: 635
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$503M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$375M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$208M |
| 4 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
+$150M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$694M |
| 2 |
State Street
Boston,
Massachusetts
|
-$434M |
| 3 |
JP Morgan Chase
New York
|
-$319M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$183M |
| 5 |
Two Sigma Investments
New York
|
-$157M |
MCD Hedge Fund Activity: Q1 2014 in Review
1,481 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2014, worth a combined $62.5B — up 0.84% from $62B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new MCD positions and 77 closed out — a net gain of 3 holders — while 587 added to existing stakes and 635 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $503M. The largest seller was Vanguard Group, cutting an estimated $694M.
- 1,481 institutional investors held McDonald's (MCD) as of Q1 2014, down from 1,494 in Q4 2013.
- Funds reported $62.5B of McDonald's stock for Q1 2014, up 0.84% quarter-over-quarter.
- 80 funds opened new McDonald's positions in Q1 2014 and 77 closed out, a net change of +3 holders.
- The largest McDonald's buyer in Q1 2014 was Fidelity Investments, an estimated $503M added.
- The largest McDonald's seller in Q1 2014 was Vanguard Group, an estimated $694M sold.
Based on aggregated 13F filings for Q1 2014.