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McDonald's
MCD

2,795 hedge funds and large institutions have $136B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 1,117 increasing their positions, 915 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more first-time investments, than exits

New positions opened: 407 | Existing positions closed: 91

22% more repeat investments, than reductions

Existing positions increased: 1,117 | Existing positions reduced: 915

11% more capital invested

Capital invested by funds: $122B → $136B (+$13.6B)

11% more funds holding

Funds holding: 2,517 → 2,795 (+278)

5% more funds holding in top 10

Funds holding in top 10: 61 → 64 (+3)

7% more call options, than puts

Call options by funds: $2.15B | Put options by funds: $2.01B

0.2% more ownership

Funds ownership: 67.93% → 68.13% (+0.2%)

Holders
2,795
Holders Change
+278
Holders Change %
+11.04%
% of All Funds
43.01%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.98%
New
407
Increased
1,117
Reduced
915
Closed
91
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$746M
2
BlackRock
BlackRock
New York
+$579M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$311M
4
Barclays
Barclays
United Kingdom
+$280M
5
State Street
State Street
Massachusetts
+$261M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$812M
2
MAM
Magellan Asset Management
Australia
-$521M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$513M
4
Citadel Advisors
Citadel Advisors
Florida
-$313M
5
MCM
Melvin Capital Management
New York
-$259M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
226
Financial Counselors Inc
Kansas
$45.3M -$4.31M -17,063 -9%
BFS
227
Bradley Foster & Sargent
Connecticut
$45.1M +$1.52M +6,017 +4%
DnB Asset Management
228
DnB Asset Management
Norway
$44.9M +$1.76M +6,978 +4%
MIM
229
MetLife Investment Management
New Jersey
$44.3M -$903K -3,575 -2%
FMI
230
Factory Mutual Insurance
Massachusetts
$44M -$10.2M -40,494 -19%
SC
231
Scotia Capital
Ontario, Canada
$43.6M +$1.04M +4,124 +3%
GCC
232
Guardian Capital (Canada)
Ontario, Canada
$43.4M -$179K -708 -0.4%
RMA
233
Roffman Miller Associates
Pennsylvania
$42.5M +$314K +1,245 +0.8%
CPSAC
234
Chas P. Smith & Associates (CPS)
Florida
$42M +$326K +1,291 +0.8%
DILIC
235
Dai-ichi Life Insurance Company
Japan
$41.5M -$432K -1,710 -1%
ST
236
Sabal Trust
Florida
$41.3M +$43.2K +171 +0.1%
USAA
237
United Services Automobile Association
Texas
$41.1M -$330K -1,307 -0.8%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$41.1M +$894K +3,539 +2%
CDH
239
Charles D. Hyman
$41M +$16.2K +64 +0%
BAM
240
Barrett Asset Management
New York
$41M +$5.7M +22,569 +17%
Brown Advisory
241
Brown Advisory
Maryland
$40.6M -$1.77M -7,001 -4%
SH
242
SeaTown Holdings
Singapore
$40.2M -$18.7M -74,000 -33%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$40M -$1.18M -4,684 -3%
NP
244
NS Partners
United Kingdom
$40M +$71.2K +282 +0.2%
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$39.8M +$37.5M +148,478 New
Caisse de Depot et Placement du Quebec (CDPQ)
246
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.7M – – –
MFA
247
Mayflower Financial Advisors
Massachusetts
$38.5M +$12.1K +48 +0%
BS
248
Banco Santander
Spain
$38.4M +$9.09M +36,017 +34%
URS
249
Utah Retirement Systems
Utah
$36.3M +$75.7K +300 +0.2%
SLAM
250
Swiss Life Asset Management
$35.9M -$882K -3,493 -3%
8 9
10
11 12

MCD Hedge Fund Activity: Q4 2021 in Review

2,795 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2021, worth a combined $136B — up 11% from $122B a quarter earlier.

Buyers outnumbered sellers: 407 funds opened new MCD positions and 91 closed out — a net gain of 316 holders — while 1,117 added to existing stakes and 915 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $746M. The largest seller was Wellington Management Group, cutting an estimated $812M.

  • 2,795 institutional investors held McDonald's (MCD) as of Q4 2021, up from 2,517 in Q3 2021.
  • Funds reported $136B of McDonald's stock for Q4 2021, up 11% quarter-over-quarter.
  • 407 funds opened new McDonald's positions in Q4 2021 and 91 closed out, a net change of +316 holders.
  • The largest McDonald's buyer in Q4 2021 was JP Morgan Chase, an estimated $746M added.
  • The largest McDonald's seller in Q4 2021 was Wellington Management Group, an estimated $812M sold.

Based on aggregated 13F filings for Q4 2021.