McDonald's
MCD
1,497 hedge funds and large institutions have $60.9B invested in McDonald's in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 455 increasing their positions, 769 reducing their positions, and 109 closing their positions.
35% more call options, than puts
Call options by funds: $1.96B | Put options by funds: $1.45B
0.5% less ownership
Funds ownership: 67.75% → 67.25% (-0.5%)
4% less capital invested
Capital invested by funds: $63.6B → $60.9B (-$2.68B)
3% less funds holding
Funds holding: 1,544 → 1,497 (-47)
17% less funds holding in top 10
Funds holding in top 10: 60 → 50 (-10)
29% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 109
41% less repeat investments, than reductions
Existing positions increased: 455 | Existing positions reduced: 769
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$764M |
| 2 |
PC
PointState Capital
New York
|
+$440M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$356M |
| 4 |
SC
Sculptor Capital
New York
|
+$318M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$318M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$235M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$230M |
| 4 |
SG Americas Securities
New York
|
-$211M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$170M |
MCD Hedge Fund Activity: Q2 2015 in Review
1,497 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2015, worth a combined $60.9B — down 4.2% from $63.6B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of MCD and 77 opened new positions — a net loss of 32 holders — while 769 trimmed existing stakes and 455 added.
The largest buyer was Capital World Investors, adding an estimated $764M. The largest seller was State Street, cutting an estimated $318M.
- 1,497 institutional investors held McDonald's (MCD) as of Q2 2015, down from 1,544 in Q1 2015.
- Funds reported $60.9B of McDonald's stock for Q2 2015, down 4.2% quarter-over-quarter.
- 77 funds opened new McDonald's positions in Q2 2015 and 109 closed out, a net change of -32 holders.
- The largest McDonald's buyer in Q2 2015 was Capital World Investors, an estimated $764M added.
- The largest McDonald's seller in Q2 2015 was State Street, an estimated $318M sold.
Based on aggregated 13F filings for Q2 2015.