McDonald's
MCD
2,259 hedge funds and large institutions have $100B invested in McDonald's in 2019 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 891 increasing their positions, 787 reducing their positions, and 109 closing their positions.
182% more first-time investments, than exits
New positions opened: 307 | Existing positions closed: 109
13% more repeat investments, than reductions
Existing positions increased: 891 | Existing positions reduced: 787
8% more funds holding
Funds holding: 2,092 → 2,259 (+167)
1.11% less ownership
Funds ownership: 67.94% → 66.83% (-1.1%)
27% less capital inflows, than outflows
Capital inflows: $6.14B | Capital outflows: $8.44B
40% less call options, than puts
Call options by funds: $1.23B | Put options by funds: $2.05B
42% less funds holding in top 10
Funds holding in top 10: 113 → 65 (-48)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.22B |
| 2 |
Lazard Asset Management
New York
|
+$575M |
| 3 |
JP Morgan Chase
New York
|
+$477M |
| 4 |
Morgan Stanley
New York
|
+$278M |
| 5 |
BlackRock
New York
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.85B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.15B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$868M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$624M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$272M |
MCD Hedge Fund Activity: Q4 2019 in Review
2,259 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2019, worth a combined $100B — down 10% from $111B a quarter earlier.
Buyers outnumbered sellers: 307 funds opened new MCD positions and 109 closed out — a net gain of 198 holders — while 891 added to existing stakes and 787 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.22B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.85B.
- 2,259 institutional investors held McDonald's (MCD) as of Q4 2019, up from 2,092 in Q3 2019.
- Funds reported $100B of McDonald's stock for Q4 2019, down 10% quarter-over-quarter.
- 307 funds opened new McDonald's positions in Q4 2019 and 109 closed out, a net change of +198 holders.
- The largest McDonald's buyer in Q4 2019 was Wellington Management Group, an estimated $1.22B added.
- The largest McDonald's seller in Q4 2019 was T. Rowe Price Associates, an estimated $1.85B sold.
Based on aggregated 13F filings for Q4 2019.