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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
CT
251
Cambridge Trust
Massachusetts
$35.3M -$663K -2,624 -2%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$35.2M -$1.68M -6,652 -5%
PR
253
Payden & Rygel
California
$35.1M +$6.77M +26,800 +26%
BTCPP
254
Border to Coast Pensions Partnership
United Kingdom
$35.1M – – –
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.5M -$453K -1,795 -1%
CGH
256
Crossmark Global Holdings
Texas
$34.5M -$2.03M -8,029 -6%
HC
257
Henshaw Capital
Massachusetts
$34.5M -$120K -475 -0.4%
RE
258
RBC Europe
United Kingdom
$33.9M -$3.39M -13,435 -10%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$33.9M -$143K -566 -0.4%
HIMC
260
Heritage Investors Management Corp
Maryland
$33.9M -$277K -1,096 -0.9%
YCM
261
Yousif Capital Management
Michigan
$33.8M +$31.8M +126,096 New
Comerica Bank
262
Comerica Bank
Texas
$33.4M -$702K -2,779 -2%
IAIM
263
Industrial Alliance Investment Management
Quebec, Canada
$33.4M +$31.4M +124,488 New
CTC
264
Central Trust Company
Missouri
$33.2M -$492K -1,948 -2%
FT
265
Fiduciary Trust
Massachusetts
$33.2M -$81.6K -323 -0.3%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$33.2M +$5.23M +20,702 +20%
GIBU
267
Gulf International Bank (UK)
United Kingdom
$33.1M -$6.36M -25,176 -17%
ICG
268
InterOcean Capital Group
Tennessee
$32.9M +$526K +2,085 +2%
Point72 Asset Management
269
Point72 Asset Management
Connecticut
$32.5M -$41.1M -162,852 -57%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$32.1M +$3.28M +12,992 +12%
ACI
271
Alpha Cubed Investments
California
$31.7M +$201K +795 +0.7%
SF
272
Synovus Financial
Georgia
$31.3M +$608K +2,408 +2%
RC
273
RBO & Co
California
$31.1M -$423K -1,677 -1%
CCMG
274
Clark Capital Management Group
Pennsylvania
$30.8M +$1.05M +4,175 +4%
MHC
275
Meyer Handelman Company
New York
$30.8M +$374K +1,480 +1%
9 10
11
12 13

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.