McDonald's
MCD
2,004 hedge funds and large institutions have $93.9B invested in McDonald's in 2018 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 692 increasing their positions, 792 reducing their positions, and 78 closing their positions.
231% more first-time investments, than exits
New positions opened: 258 | Existing positions closed: 78
98% more funds holding in top 10
Funds holding in top 10: 59 → 117 (+58)
9% more funds holding
Funds holding: 1,842 → 2,004 (+162)
6% more capital invested
Capital invested by funds: $88.6B → $93.9B (+$5.35B)
0.44% more ownership
Funds ownership: 68.31% → 68.75% (+0.44%)
13% less repeat investments, than reductions
Existing positions increased: 692 | Existing positions reduced: 792
19% less call options, than puts
Call options by funds: $1.12B | Put options by funds: $1.38B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$502M |
| 2 |
AIG
American International Group
New York
|
+$418M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$352M |
| 4 |
Two Sigma Advisers
New York
|
+$245M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$230M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$386M |
| 2 |
Janus Henderson Group
London,
|
-$365M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$347M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$313M |
| 5 |
State Street
Boston,
Massachusetts
|
-$221M |
MCD Hedge Fund Activity: Q4 2018 in Review
2,004 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2018, worth a combined $93.9B — up 6% from $88.6B a quarter earlier.
Buyers outnumbered sellers: 258 funds opened new MCD positions and 78 closed out — a net gain of 180 holders — while 692 added to existing stakes and 792 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $502M. The largest seller was BlackRock, cutting an estimated $386M.
- 2,004 institutional investors held McDonald's (MCD) as of Q4 2018, up from 1,842 in Q3 2018.
- Funds reported $93.9B of McDonald's stock for Q4 2018, up 6% quarter-over-quarter.
- 258 funds opened new McDonald's positions in Q4 2018 and 78 closed out, a net change of +180 holders.
- The largest McDonald's buyer in Q4 2018 was Fidelity Investments, an estimated $502M added.
- The largest McDonald's seller in Q4 2018 was BlackRock, an estimated $386M sold.
Based on aggregated 13F filings for Q4 2018.