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McDonald's

1,650 hedge funds and large institutions have $72.4B invested in McDonald's in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 546 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 63

26% more funds holding in top 10

Funds holding in top 10: 5468 (+14)

5% more capital invested

Capital invested by funds: $68.7B → $72.4B (+$3.72B)

2% more funds holding

Funds holding: 1,6171,650 (+33)

0.15% more ownership

Funds ownership: 68.07%68.22% (+0.15%)

15% less call options, than puts

Call options by funds: $757M | Put options by funds: $892M

27% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 747

Holders
1,650
Holders Change
+33
Holders Change %
+2.04%
% of All Funds
41.08%
Holding in Top 10
68
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25.93%
% of All Funds
1.69%
New
113
Increased
546
Reduced
747
Closed
63
Calls
$757M
Puts
$892M
Net Calls
-$135M
Net Calls Change
-$270M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.31B -$617M -4,916,473 -8%
BlackRock
2
BlackRock
New York
$6.87B +$6.4B +51,005,332 +2,532%
State Street
3
State Street
Massachusetts
$5.53B -$2.94M -23,414 -0.1%
Capital World Investors
4
Capital World Investors
California
$2.81B -$356M -2,833,392 -12%
Bank of America
5
Bank of America
North Carolina
$2.35B +$22.1M +175,881 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.66B -$3.74M -29,780 -0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.59B -$23.1M -183,834 -1%
Northern Trust
8
Northern Trust
Illinois
$1.49B -$21.2M -168,698 -1%
Wells Fargo
9
Wells Fargo
California
$1.39B +$77.6M +618,698 +6%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.36B -$77M -613,416 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.07B +$52.2M +415,803 +5%
MAM
12
Magellan Asset Management
Australia
$1.07B -$5.77M -45,945 -0.6%
Norges Bank
13
Norges Bank
Norway
$1B -$21.1M -168,013 -2%
Federated Hermes
14
Federated Hermes
Pennsylvania
$967M +$76.9M +613,122 +9%
UBS Group
15
UBS Group
Switzerland
$830M +$41.2M +328,702 +5%
Morgan Stanley
16
Morgan Stanley
New York
$740M -$195M -1,555,314 -21%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$709M -$48.4M -385,821 -7%
Goldman Sachs
18
Goldman Sachs
New York
$681M -$40.6M -323,837 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$647M -$2.45M -19,553 -0.4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$627M -$78.6M -626,327 -11%
AllianceBernstein
21
AllianceBernstein
Tennessee
$576M +$340M +2,709,039 +156%
Citadel Advisors
22
Citadel Advisors
Florida
$575M +$469M +3,740,253 +535%
Ameriprise
23
Ameriprise
Minnesota
$572M +$6.08M +48,462 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$557M +$22.7M +180,900 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$550M +$23.5M +187,324 +5%

MCD Hedge Fund Activity: Q1 2017 in Review

1,650 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2017, worth a combined $72.4B — up 5.4% from $68.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MCD positions and 63 closed out — a net gain of 50 holders — while 546 added to existing stakes and 747 trimmed.

The largest buyer was BlackRock, adding an estimated $6.4B. The largest seller was Vanguard Group, cutting an estimated $617M.

  • 1,650 institutional investors held McDonald's (MCD) as of Q1 2017, up from 1,617 in Q4 2016.
  • Funds reported $72.4B of McDonald's stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 113 funds opened new McDonald's positions in Q1 2017 and 63 closed out, a net change of +50 holders.
  • The largest McDonald's buyer in Q1 2017 was BlackRock, an estimated $6.4B added.
  • The largest McDonald's seller in Q1 2017 was Vanguard Group, an estimated $617M sold.

Based on aggregated 13F filings for Q1 2017.