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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
CWM
2751
Cedar Wealth Management
California
$18K +$16.9K +67 New
MIM
2752
Macroview Investment Management
Maryland
$18K +$17.4K +69 New
AWA
2753
Aquire Wealth Advisors
Utah
$17K +$15.9K +63 New
MTWM
2754
Masso Torrence Wealth Management
New Jersey
$16K +$15.4K +61 New
HWM
2755
HighMark Wealth Management
Minnesota
$15K – – –
TCM
2756
TD Capital Management
Tennessee
$15K – – –
RFWA
2757
RPg Family Wealth Advisory
Massachusetts
$12.1K – – –
RA
2758
Resolute Advisors
California
$12K -$45.7K -181 -80%
ICM
2759
Islay Capital Management
Texas
$12K – – –
CI
2760
Carroll Investors
South Carolina
$12K +$11.4K +45 New
GI
2761
GS Investments
Minnesota
$11K – – –
TJHA
2762
Thomas J. Herzfeld Advisors
Florida
$11K – – –
ACA
2763
Atlas Capital Advisors
Wyoming
$10.5K – – –
M1FG
2764
Mach-1 Financial Group
Arkansas
$10K +$10.4K +41 New
BBHC
2765
Brown Brothers Harriman & Co
New York
$9.23K +$2.99M +11,847 +52%
SC
2766
Schubert & Co
Texas
$9K +$8.84K +35 New
RCM
2767
Raleigh Capital Management
North Carolina
$8K +$7.07K +28 New
YAL
2768
Your Advocates Ltd
Texas
$7K – – –
LIM
2769
Longfellow Investment Management
Massachusetts
$6K – – –
TLFA
2770
True Link Financial Advisors
California
$6K – – –
UFF
2771
USA Financial Formulas
Michigan
$5K -$13.4K -53 -75%
PCTC
2772
Perkins Coie Trust Company
Washington
$5K -$2.52K -10 -33%
WFA
2773
West Financial Advisors
Iowa
$5K – – –
APF
2774
Alaska Permanent Fund
Alaska
$5K +$4.8K +19 New
MG
2775
MilWealth Group
Wisconsin
$4.83K – – –
109 110
111
112 113

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.