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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$746M |
| 2 |
BlackRock
New York
|
+$579M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$311M |
| 4 |
Barclays
London,
United Kingdom
|
+$280M |
| 5 |
State Street
Boston,
Massachusetts
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$812M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$521M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$513M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$313M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$259M |
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.