McDonald's
MCD
1,489 hedge funds and large institutions have $64.8B invested in McDonald's in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 563 increasing their positions, 652 reducing their positions, and 53 closing their positions.
74% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $867M
28% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 53
4% more capital invested
Capital invested by funds: $62.5B → $64.8B (+$2.31B)
0.75% more ownership
Funds ownership: 64.67% → 65.42% (+0.75%)
1% more funds holding
Funds holding: 1,481 → 1,489 (+8)
6% less funds holding in top 10
Funds holding in top 10: 62 → 58 (-4)
14% less repeat investments, than reductions
Existing positions increased: 563 | Existing positions reduced: 652
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$763M |
| 2 |
First Eagle Investment Management
New York
|
+$365M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$217M |
| 4 |
MCM
Mason Capital Management
New York
|
+$196M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$502M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$207M |
| 3 |
JP Morgan Chase
New York
|
-$190M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$138M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$126M |
MCD Hedge Fund Activity: Q2 2014 in Review
1,489 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2014, worth a combined $64.8B — up 3.7% from $62.5B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new MCD positions and 53 closed out — a net gain of 15 holders — while 563 added to existing stakes and 652 trimmed.
The largest buyer was Norges Bank, adding an estimated $763M. The largest seller was Fisher Asset Management, cutting an estimated $502M.
- 1,489 institutional investors held McDonald's (MCD) as of Q2 2014, up from 1,481 in Q1 2014.
- Funds reported $64.8B of McDonald's stock for Q2 2014, up 3.7% quarter-over-quarter.
- 68 funds opened new McDonald's positions in Q2 2014 and 53 closed out, a net change of +15 holders.
- The largest McDonald's buyer in Q2 2014 was Norges Bank, an estimated $763M added.
- The largest McDonald's seller in Q2 2014 was Fisher Asset Management, an estimated $502M sold.
Based on aggregated 13F filings for Q2 2014.