McDonald's
MCD
1,842 hedge funds and large institutions have $88.6B invested in McDonald's in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 668 increasing their positions, 799 reducing their positions, and 91 closing their positions.
3% more capital invested
Capital invested by funds: $85.6B → $88.6B (+$2.96B)
1% less funds holding
Funds holding: 1,870 → 1,842 (-28)
2.52% less ownership
Funds ownership: 70.83% → 68.31% (-2.5%)
11% less funds holding in top 10
Funds holding in top 10: 66 → 59 (-7)
11% less call options, than puts
Call options by funds: $959M | Put options by funds: $1.08B
12% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 91
16% less repeat investments, than reductions
Existing positions increased: 668 | Existing positions reduced: 799
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.45B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$478M |
| 3 |
State Street
Boston,
Massachusetts
|
+$377M |
| 4 |
JP Morgan Chase
New York
|
+$294M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$276M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$1.19B |
| 2 |
Jennison Associates
New York
|
-$371M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$266M |
| 4 |
D.E. Shaw & Co
New York
|
-$241M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$229M |
MCD Hedge Fund Activity: Q3 2018 in Review
1,842 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2018, worth a combined $88.6B — up 3.5% from $85.6B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of MCD and 80 opened new positions — a net loss of 11 holders — while 799 trimmed existing stakes and 668 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.45B. The largest seller was Fundsmith LLP, exiting entirely with an estimated $1.19B sold.
- 1,842 institutional investors held McDonald's (MCD) as of Q3 2018, down from 1,870 in Q2 2018.
- Funds reported $88.6B of McDonald's stock for Q3 2018, up 3.5% quarter-over-quarter.
- 80 funds opened new McDonald's positions in Q3 2018 and 91 closed out, a net change of -11 holders.
- The largest McDonald's buyer in Q3 2018 was T. Rowe Price Associates, an estimated $1.45B added.
- The largest McDonald's seller in Q3 2018 was Fundsmith LLP, an estimated $1.19B sold.
Based on aggregated 13F filings for Q3 2018.