McDonald's
MCD
2,048 hedge funds and large institutions have $100B invested in McDonald's in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 784 increasing their positions, 841 reducing their positions, and 76 closing their positions.
88% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 76
7% more capital invested
Capital invested by funds: $93.9B → $100B (+$6.25B)
2% more funds holding
Funds holding: 2,004 → 2,048 (+44)
6% more call options, than puts
Call options by funds: $1.29B | Put options by funds: $1.21B
0.26% more ownership
Funds ownership: 68.75% → 69.01% (+0.26%)
7% less repeat investments, than reductions
Existing positions increased: 784 | Existing positions reduced: 841
17% less funds holding in top 10
Funds holding in top 10: 117 → 97 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$464M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$379M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$240M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$183M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.95B |
| 2 |
Jennison Associates
New York
|
-$704M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$449M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$211M |
| 5 |
Asset Management One
Tokyo,
Japan
|
-$161M |
MCD Hedge Fund Activity: Q1 2019 in Review
2,048 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2019, worth a combined $100B — up 6.7% from $93.9B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new MCD positions and 76 closed out — a net gain of 67 holders — while 784 added to existing stakes and 841 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $464M. The largest seller was Capital World Investors, cutting an estimated $1.95B.
- 2,048 institutional investors held McDonald's (MCD) as of Q1 2019, up from 2,004 in Q4 2018.
- Funds reported $100B of McDonald's stock for Q1 2019, up 6.7% quarter-over-quarter.
- 143 funds opened new McDonald's positions in Q1 2019 and 76 closed out, a net change of +67 holders.
- The largest McDonald's buyer in Q1 2019 was Geode Capital Management, an estimated $464M added.
- The largest McDonald's seller in Q1 2019 was Capital World Investors, an estimated $1.95B sold.
Based on aggregated 13F filings for Q1 2019.