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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
PPWM
2726
PFG Private Wealth Management
Florida
$38K – – –
CPFP
2727
Clear Perspectives Financial Planning
Ohio
$37K +$3.79K +15 +12%
DWMG
2728
DB Wealth Management Group
California
$35K – – –
CFRPA
2729
Castle Financial & Retirement Planning Associates
New Jersey
$34K +$33.3K +132 New
LWA
2730
Lowe Wealth Advisors
Maryland
$33K – – –
BC
2731
Barnett & Company
Tennessee
$33K +$7.58K +30 +32%
FFWM
2732
Future Financial Wealth Management
Ohio
$33K +$30.6K +121 New
CIA
2733
Cascade Investment Advisors
Oregon
$31.9K – – –
AIA
2734
Arcadia Investment Advisors
Idaho
$31.1K – – –
AWA
2735
Artemis Wealth Advisors
New York
$30.3K – – –
APC
2736
Aspire Private Capital
North Carolina
$30K +$3.28K +13 +13%
RA
2737
Rational Advisors
New York
$27K -$1.12M -4,444 -98%
JWBC
2738
John W. Brooker & Co
California
$27K – – –
LWP
2739
Laurel Wealth Planning
Minnesota
$27K – – –
MAWCM
2740
Mine & Arao Wealth Creation & Management
California
$27K – – –
NF
2741
Norwood Financial
Pennsylvania
$27K +$25.2K +100 New
SC
2742
Solstein Capital
California
$25K – – –
BBPWM
2743
Blue Bell Private Wealth Management
Pennsylvania
$24K +$23K +91 New
HL
2744
Harding Loevner
New Jersey
$23K – – –
PFA
2745
Professional Financial Advisors
Nebraska
$23K – – –
LAS
2746
Lloyd Advisory Services
Georgia
$23K +$1.26K +5 +6%
RK
2747
Rather & Kittrell
Tennessee
$23K +$22K +87 New
WIA
2748
Wealthstreet Investment Advisors
Texas
$21K – – –
RI
2749
Rinkey Investments
California
$20K +$20.2K +80 New
FBT
2750
First Bank & Trust
South Dakota
$18K – – –
108 109
110
111 112

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.