McDonald's
MCD
2,092 hedge funds and large institutions have $111B invested in McDonald's in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 864 increasing their positions, 799 reducing their positions, and 80 closing their positions.
45% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 80
1% more funds holding
Funds holding: 2,071 → 2,092 (+21)
8% more repeat investments, than reductions
Existing positions increased: 864 | Existing positions reduced: 799
0.69% less ownership
Funds ownership: 68.63% → 67.94% (-0.69%)
4% less funds holding in top 10
Funds holding in top 10: 118 → 113 (-5)
16% less call options, than puts
Call options by funds: $1.22B | Put options by funds: $1.45B
32% less capital inflows, than outflows
Capital inflows: $3.64B | Capital outflows: $5.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$400M |
| 2 |
JP Morgan Chase
New York
|
+$393M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$164M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$119M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$408M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$387M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$266M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$231M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$198M |
MCD Hedge Fund Activity: Q3 2019 in Review
2,092 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2019, worth a combined $111B — up 1.9% from $109B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new MCD positions and 80 closed out — a net gain of 36 holders — while 864 added to existing stakes and 799 trimmed.
The largest buyer was BlackRock, adding an estimated $400M. The largest seller was Fidelity Investments, cutting an estimated $408M.
- 2,092 institutional investors held McDonald's (MCD) as of Q3 2019, up from 2,071 in Q2 2019.
- Funds reported $111B of McDonald's stock for Q3 2019, up 1.9% quarter-over-quarter.
- 116 funds opened new McDonald's positions in Q3 2019 and 80 closed out, a net change of +36 holders.
- The largest McDonald's buyer in Q3 2019 was BlackRock, an estimated $400M added.
- The largest McDonald's seller in Q3 2019 was Fidelity Investments, an estimated $408M sold.
Based on aggregated 13F filings for Q3 2019.