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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
MP
2826
McDonald Partners
Ohio
– -$1.55M -6,443 Closed
CWG
2827
C WorldWide Group
Denmark
– -$1.38M -5,709 Closed
SC
2828
Shay Capital
New York
– -$1.35M -5,600 Closed
QIM
2829
Quantitative Investment Management
Virginia
– -$1.34M -5,574 Closed
HI
2830
Human Investing
Oregon
– -$1.23M -5,096 Closed
SC
2831
Samlyn Capital
New York
– -$1.18M -4,900 Closed
CG
2832
Cutler Group
California
– -$1.2M -4,751 Closed
CCWA
2833
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.13M -4,687 Closed
AGA
2834
Accuvest Global Advisors
Utah
– -$1.11M -4,563 Closed
MA
2835
MCF Advisors
Kentucky
– -$1.09M -4,516 Closed
EP
2836
Edgestream Partners
New Jersey
– -$1.01M -4,211 Closed
DC
2837
DeDora Capital
California
– -$898K -3,724 Closed
PWM
2838
Praetorian Wealth Management
California
– -$767K -3,183 Closed
BAM
2839
Blueshift Asset Management
New Jersey
– -$763K -3,165 Closed
BCM
2840
Bayesian Capital Management
New York
– -$747K -3,100 Closed
CFG
2841
Cooper Financial Group
California
– -$625K -2,594 Closed
BCAM
2842
Boston Common Asset Management
Massachusetts
– -$603K -2,502 Closed
SRSA
2843
S.R. Schill & Associates
Washington
– -$533K -2,209 Closed
BOS
2844
Bingham Osborn & Scarborough
California
– -$498K -2,067 Closed
GGI
2845
Godsey & Gibb Inc
Virginia
– -$441K -1,829 Closed
RWB
2846
RMR Wealth Builders
New Jersey
– -$439K -1,819 Closed
PHK
2847
Point72 Hong Kong
Hong Kong
– -$452K -1,790 Closed
TC
2848
Toews Corporation
New Jersey
– -$410K -1,700 Closed
FA
2849
Fiducient Advisors
Illinois
– -$398K -1,650 Closed
JHP
2850
James Hambro & Partners
United Kingdom
– -$375K -1,555 Closed
112 113
114
115 116

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.