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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
PG
2776
Proffitt & Goodson
Tennessee
$4K – – –
SCA
2777
Sandy Cove Advisors
Massachusetts
$4K +$3.54K +14 New
CP
2778
Castleview Partners
Texas
$3.24K +$219M +869,159 New
CWA
2779
Carolina Wealth Advisors
South Carolina
$3K – – –
BIM
2780
Baldwin Investment Management
Pennsylvania
$2.53K -$12.6K -50 -0.5%
Marshall Wace
2781
Marshall Wace
United Kingdom
$2K -$26.3M -104,290 -100%
BHWM
2782
Bay Harbor Wealth Management
Maryland
$2K – – –
WAC
2783
William Allan Corp
Colorado
$2K +$1.51K +6 New
WA
2784
WestEnd Advisors
North Carolina
$1.61K +$1.51K +6 New
TFA
2785
Transamerica Financial Advisors
Florida
$1K – – –
SFG
2786
Steward Financial Group
Texas
$1K +$1.77K +7 New
SFCL
2787
Strengthening Families & Communities LLC
Massachusetts
$972 +$916K +3,629 New
HVM
2788
Harvest Volatility Management
Connecticut
$851 +$801K +3,173 New
FGAM
2789
Financial Gravity Asset Management
Texas
$732 +$744K +2,945 +98,167%
UC
2790
Unio Capital
New Jersey
$598 – – –
MGIM
2791
M&G Investment Management
United Kingdom
$557 -$58.2M -230,654 -99%
RTC
2792
Riverview Trust Company
Washington
$466 +$78.8K +312 +22%
FHC
2793
First Heartland Consultants
Missouri
$438 -$23K -91 -5%
EWA
2794
Evolution Wealth Advisors
Florida
$221 -$252 -1 -0.1%
WIM
2795
Westside Investment Management
California
$104 – – –
FFG
2796
Ford Financial Group
California
$80 +$75.7K +300 New
PP
2797
PFS Partners
New Jersey
$16 – – –
MCM
2798
Melvin Capital Management
New York
– -$259M -1,075,000 Closed
Balyasny Asset Management
2799
Balyasny Asset Management
Illinois
– -$99.8M -395,093 Closed
SAM
2800
Scopus Asset Management
New York
– -$81.4M -337,500 Closed
110 111
112
113 114

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.