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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 114 funds opening new positions, 544 increasing their positions, 748 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 64

26% more funds holding in top 10

Funds holding in top 10: 5468 (+14)

6% more capital invested

Capital invested by funds: $68.3B → $72.4B (+$4.06B)

2% more funds holding

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

0.48% more ownership

Funds ownership: 67.74%68.21% (+0.48%)

15% less call options, than puts

Call options by funds: $767M | Put options by funds: $897M

27% less repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 748

Holders
1,650
Holders Change
+33
Holders Change %
+2.04%
% of All Funds
40.9%
Holding in Top 10
68
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25.93%
% of All Funds
1.69%
New
114
Increased
544
Reduced
748
Closed
64
Calls
$767M
Puts
$897M
Net Calls
-$130M
Net Calls Change
-$265M

MCD Hedge Fund Activity: Q1 2017 in Review

1,650 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2017, worth a combined $72.4B — up 5.9% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MCD positions and 64 closed out — a net gain of 50 holders — while 544 added to existing stakes and 748 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 5.9% quarter-over-quarter.
  • 114 funds opened new McDonald's positions in Q1 2017 and 64 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.