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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
RQS
2851
Ramsey Quantitative Systems
Kentucky
– -$369K -1,530 Closed
TCM
2852
Tuttle Capital Management
Connecticut
– -$358K -1,484 Closed
SEM
2853
Suncoast Equity Management
Florida
– -$341K -1,415 Closed
LBA
2854
Lowell Blake & Associates
Massachusetts
– -$336K -1,395 Closed
BWA
2855
Beam Wealth Advisors
Louisiana
– -$321K -1,331 Closed
PI
2856
PEAK6 Investments
Illinois
– -$294K -1,163 Closed
AI
2857
ArchPoint Investors
Florida
– -$262K -1,085 Closed
GM
2858
Granger Management
New York
– -$264K -1,078 Closed
HWM
2859
Hemington Wealth Management
Virginia
– -$258K -1,070 Closed
RCM
2860
Regency Capital Management
Hawaii
– -$251K -1,039 Closed
ICP
2861
Interchange Capital Partners
Pennsylvania
– -$249K -1,033 Closed
AGA
2862
Arkos Global Advisors
Texas
– -$241K -1,001 Closed
MI
2863
Markston International
New York
– -$236K -980 Closed
MFS
2864
Mirabella Financial Services
United Kingdom
– -$235K -973 Closed
CIM
2865
Chapman Investment Management
California
– -$228K -944 Closed
LF
2866
LifeSteps Financial
California
– -$225K -934 Closed
SAM
2867
Sawgrass Asset Management
Florida
– -$219K -908 Closed
AI
2868
AXS Investments
New York
– -$207K -858 Closed
CHAM
2869
Clear Harbor Asset Management
Connecticut
– -$202K -836 Closed
BMD
2870
Better Money Decisions
New Mexico
– -$182K -756 Closed
NICM
2871
Neo Ivy Capital Management
New York
– -$129K -699 Closed
LWM
2872
Liberty Wealth Management
California
– -$152K -629 Closed
FCM
2873
Firestone Capital Management
Florida
– -$132K -573 Closed
ETI
2874
Enterprise Trust & Investment
California
– -$127K -526 Closed
IWA
2875
IBEX Wealth Advisors
New Jersey
– -$95K -394 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.