McDonald's
MCD
1,495 hedge funds and large institutions have $62.8B invested in McDonald's in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 480 increasing their positions, 731 reducing their positions, and 73 closing their positions.
60% more call options, than puts
Call options by funds: $2.57B | Put options by funds: $1.6B
58% more funds holding in top 10
Funds holding in top 10: 50 → 79 (+29)
12% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 73
3% more capital invested
Capital invested by funds: $61.3B → $62.8B (+$1.54B)
0.56% more ownership
Funds ownership: 67.26% → 67.82% (+0.56%)
0% less funds holding
Funds holding: 1,497 → 1,495 (-2)
34% less repeat investments, than reductions
Existing positions increased: 480 | Existing positions reduced: 731
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$479M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$470M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$436M |
| 4 |
Jennison Associates
New York
|
+$213M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$203M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$437M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$303M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$276M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$274M |
| 5 |
PC
PointState Capital
New York
|
-$249M |
MCD Hedge Fund Activity: Q3 2015 in Review
1,495 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2015, worth a combined $62.8B — up 2.5% from $61.3B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new MCD positions and 73 closed out — a net gain of 9 holders — while 480 added to existing stakes and 731 trimmed.
The largest buyer was Bank of America, adding an estimated $479M. The largest seller was Massachusetts Financial Services, cutting an estimated $437M.
- 1,495 institutional investors held McDonald's (MCD) as of Q3 2015, down from 1,497 in Q2 2015.
- Funds reported $62.8B of McDonald's stock for Q3 2015, up 2.5% quarter-over-quarter.
- 82 funds opened new McDonald's positions in Q3 2015 and 73 closed out, a net change of +9 holders.
- The largest McDonald's buyer in Q3 2015 was Bank of America, an estimated $479M added.
- The largest McDonald's seller in Q3 2015 was Massachusetts Financial Services, an estimated $437M sold.
Based on aggregated 13F filings for Q3 2015.