McDonald's
MCD
1,617 hedge funds and large institutions have $68.3B invested in McDonald's in 2016 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 552 increasing their positions, 677 reducing their positions, and 58 closing their positions.
198% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 58
8% more funds holding in top 10
Funds holding in top 10: 50 → 54 (+4)
6% more funds holding
Funds holding: 1,529 → 1,617 (+88)
7% more call options, than puts
Call options by funds: $1.94B | Put options by funds: $1.8B
4% more capital invested
Capital invested by funds: $65.7B → $68.3B (+$2.6B)
0.9% more ownership
Funds ownership: 66.84% → 67.74% (+0.9%)
18% less repeat investments, than reductions
Existing positions increased: 552 | Existing positions reduced: 677
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$394M |
| 2 |
Morgan Stanley
New York
|
+$177M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$169M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$156M |
| 5 |
State Street
Boston,
Massachusetts
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$588M |
| 2 |
Jennison Associates
New York
|
-$536M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$162M |
| 4 |
Barclays
London,
United Kingdom
|
-$138M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$137M |
MCD Hedge Fund Activity: Q4 2016 in Review
1,617 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2016, worth a combined $68.3B — up 4% from $65.7B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new MCD positions and 58 closed out — a net gain of 115 holders — while 552 added to existing stakes and 677 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $394M. The largest seller was Capital World Investors, cutting an estimated $588M.
- 1,617 institutional investors held McDonald's (MCD) as of Q4 2016, up from 1,529 in Q3 2016.
- Funds reported $68.3B of McDonald's stock for Q4 2016, up 4% quarter-over-quarter.
- 173 funds opened new McDonald's positions in Q4 2016 and 58 closed out, a net change of +115 holders.
- The largest McDonald's buyer in Q4 2016 was Magellan Asset Management, an estimated $394M added.
- The largest McDonald's seller in Q4 2016 was Capital World Investors, an estimated $588M sold.
Based on aggregated 13F filings for Q4 2016.