McDonald's
MCD
1,483 hedge funds and large institutions have $60.4B invested in McDonald's in 2014 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 523 increasing their positions, 689 reducing their positions, and 81 closing their positions.
49% more call options, than puts
Call options by funds: $2.41B | Put options by funds: $1.62B
6% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 81
0.26% less ownership
Funds ownership: 65.42% → 65.16% (-0.26%)
0% less funds holding
Funds holding: 1,489 → 1,483 (-6)
5% less funds holding in top 10
Funds holding in top 10: 58 → 55 (-3)
7% less capital invested
Capital invested by funds: $64.8B → $60.4B (-$4.43B)
24% less repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 689
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$692M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$326M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$217M |
| 4 |
First Eagle Investment Management
New York
|
+$188M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$721M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$347M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$332M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$235M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$220M |
MCD Hedge Fund Activity: Q3 2014 in Review
1,483 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2014, worth a combined $60.4B — down 6.8% from $64.8B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new MCD positions and 81 closed out — a net gain of 5 holders — while 523 added to existing stakes and 689 trimmed.
The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $692M. The largest seller was Norges Bank, cutting an estimated $721M.
- 1,483 institutional investors held McDonald's (MCD) as of Q3 2014, down from 1,489 in Q2 2014.
- Funds reported $60.4B of McDonald's stock for Q3 2014, down 6.8% quarter-over-quarter.
- 86 funds opened new McDonald's positions in Q3 2014 and 81 closed out, a net change of +5 holders.
- The largest McDonald's buyer in Q3 2014 was Southeastern Asset Management, an estimated $692M added.
- The largest McDonald's seller in Q3 2014 was Norges Bank, an estimated $721M sold.
Based on aggregated 13F filings for Q3 2014.