McDonald's
MCD
1,848 hedge funds and large institutions have $84.3B invested in McDonald's in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 668 increasing their positions, 838 reducing their positions, and 117 closing their positions.
0.63% less ownership
Funds ownership: 68.62% → 67.98% (-0.63%)
5% less call options, than puts
Call options by funds: $1.17B | Put options by funds: $1.23B
2% less funds holding
Funds holding: 1,890 → 1,848 (-42)
10% less capital invested
Capital invested by funds: $94B → $84.3B (-$9.69B)
16% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 117
20% less repeat investments, than reductions
Existing positions increased: 668 | Existing positions reduced: 838
32% less funds holding in top 10
Funds holding in top 10: 103 → 70 (-33)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.13B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$724M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$505M |
| 4 |
Janus Henderson Group
London,
|
+$267M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$223M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$379M |
| 2 |
State Street
Boston,
Massachusetts
|
-$361M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$353M |
| 4 |
Jennison Associates
New York
|
-$342M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$216M |
MCD Hedge Fund Activity: Q1 2018 in Review
1,848 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2018, worth a combined $84.3B — down 10% from $94B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of MCD and 98 opened new positions — a net loss of 19 holders — while 838 trimmed existing stakes and 668 added.
The largest buyer was Vanguard Group, adding an estimated $1.13B. The largest seller was Capital World Investors, cutting an estimated $379M.
- 1,848 institutional investors held McDonald's (MCD) as of Q1 2018, down from 1,890 in Q4 2017.
- Funds reported $84.3B of McDonald's stock for Q1 2018, down 10% quarter-over-quarter.
- 98 funds opened new McDonald's positions in Q1 2018 and 117 closed out, a net change of -19 holders.
- The largest McDonald's buyer in Q1 2018 was Vanguard Group, an estimated $1.13B added.
- The largest McDonald's seller in Q1 2018 was Capital World Investors, an estimated $379M sold.
Based on aggregated 13F filings for Q1 2018.