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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
ACI
2801
AMP Capital Investors
Australia
– -$69.4M -287,808 Closed
LWCA
2802
Locust Wood Capital Advisers
New York
– -$44.3M -183,834 Closed
Holocene Advisors
2803
Holocene Advisors
New York
– -$41M -170,042 Closed
CFG
2804
CKW Financial Group
Hawaii
– -$32.6M -134,070 Closed
IP
2805
Interval Partners
New York
– -$26.5M -110,029 Closed
MC
2806
Maplelane Capital
New York
– -$20.1M -83,227 Closed
FM
2807
Freemont Management
Switzerland
– -$10.1M -42,000 Closed
Walleye Capital
2808
Walleye Capital
New York
– -$8.29K -34,400 Closed
Group One Trading
2809
Group One Trading
Illinois
– -$8.38M -33,190 Closed
PTC
2810
Petrus Trust Company
Texas
– -$7.52M -31,194 Closed
CM
2811
Capula Management
Cayman Islands
– -$7.43M -29,439 Closed
MLIC
2812
Mandatum Life Insurance Company
Finland
– -$6.86M -28,441 Closed
BAM
2813
Bell Asset Management
Australia
– -$6.36M -26,396 Closed
IPAM
2814
ICICI Prudential Asset Management
India
– -$5.11M -21,200 Closed
WIC
2815
Whitegate Investment Counselors
New Hampshire
– -$4.74M -19,655 Closed
QOP
2816
Quinn Opportunity Partners
Virginia
– -$4.7M -19,504 Closed
MCM
2817
Masterton Capital Management
New York
– -$4.65M -19,300 Closed
AIM
2818
Achmea Investment Management
Netherlands
– -$4.65M -19,290 Closed
PIC
2819
PCJ Investment Counsel
Ontario, Canada
– -$3.62M -15,000 Closed
AI
2820
Atom Investors
Texas
– -$3.07M -12,738 Closed
NFAM
2821
North Fourth Asset Management
New Jersey
– -$2.65M -11,000 Closed
MAM
2822
Meeder Asset Management
Ohio
– -$2.57M -10,646 Closed
SLWA
2823
San Luis Wealth Advisors
California
– -$2.16M -8,952 Closed
GRP
2824
Global Retirement Partners
California
– -$1.92M -7,977 Closed
HCCM
2825
Hudson Canyon Capital Management
New York
– -$1.57M -6,512 Closed
111 112
113
114 115

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.