McDonald's
MCD
1,601 hedge funds and large institutions have $78.3B invested in McDonald's in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 547 increasing their positions, 740 reducing their positions, and 88 closing their positions.
32% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 88
12% more call options, than puts
Call options by funds: $2.47B | Put options by funds: $2.2B
4% more capital invested
Capital invested by funds: $75.5B → $78.3B (+$2.85B)
1% more funds holding
Funds holding: 1,592 → 1,601 (+9)
0.65% less ownership
Funds ownership: 69.57% → 68.92% (-0.65%)
10% less funds holding in top 10
Funds holding in top 10: 110 → 99 (-11)
26% less repeat investments, than reductions
Existing positions increased: 547 | Existing positions reduced: 740
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.21B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$771M |
| 3 |
Goldman Sachs
New York
|
+$334M |
| 4 |
O
OppenheimerFunds
New York
|
+$241M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$854M |
| 2 |
SC
Sculptor Capital
New York
|
-$401M |
| 3 |
First Eagle Investment Management
New York
|
-$343M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$240M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$213M |
MCD Hedge Fund Activity: Q1 2016 in Review
1,601 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2016, worth a combined $78.3B — up 3.8% from $75.5B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new MCD positions and 88 closed out — a net gain of 28 holders — while 547 added to existing stakes and 740 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.21B. The largest seller was Highfields Capital Management, cutting an estimated $854M.
- 1,601 institutional investors held McDonald's (MCD) as of Q1 2016, up from 1,592 in Q4 2015.
- Funds reported $78.3B of McDonald's stock for Q1 2016, up 3.8% quarter-over-quarter.
- 116 funds opened new McDonald's positions in Q1 2016 and 88 closed out, a net change of +28 holders.
- The largest McDonald's buyer in Q1 2016 was Capital World Investors, an estimated $1.21B added.
- The largest McDonald's seller in Q1 2016 was Highfields Capital Management, an estimated $854M sold.
Based on aggregated 13F filings for Q1 2016.