We are live on ! Find out more
MCD icon

McDonald's

2,735 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,138 increasing their positions, 1,073 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.55B

6% more repeat investments, than reductions

Existing positions increased: 1,138 | Existing positions reduced: 1,073

0.1% less ownership

Funds ownership: 68.13%68.03% (-0.1%)

2% less funds holding

Funds holding: 2,7962,735 (-61)

5% less funds holding in top 10

Funds holding in top 10: 6461 (-3)

9% less capital invested

Capital invested by funds: $136B → $124B (-$11.6B)

14% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 161

Holders
2,735
Holders Change
-61
Holders Change %
-2.18%
% of All Funds
43.13%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.96%
New
138
Increased
1,138
Reduced
1,073
Closed
161
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
2876
Advanced Research Investment Solutions
California
-$125K -468 Closed
TC
2877
Truvestments Capital
Florida
-$112K -419 Closed
WWMSC
2878
Wagner Wealth Management (South Carolina)
South Carolina
-$109K -408 Closed
LFG
2879
Leverty Financial Group
Wisconsin
-$82K -306 Closed
FFG
2880
Ford Financial Group
California
-$80 -300 Closed
AIM
2881
AHL Investment Management
Florida
-$74K -276 Closed
AWM
2882
Activest Wealth Management
Florida
-$51K -191 Closed
BAM
2883
Baldrige Asset Management
Pennsylvania
-$43K -160 Closed
KC
2884
Knuff & Co
California
-$40K -150 Closed
BC
2885
Barnett & Company
Tennessee
-$33K -123 Closed
RK
2886
Rather & Kittrell
Tennessee
-$23K -87 Closed
RI
2887
Rinkey Investments
California
-$20K -80 Closed
MIM
2888
Macroview Investment Management
Maryland
-$18K -69 Closed
AWA
2889
Aquire Wealth Advisors
Utah
-$17K -63 Closed
MTWM
2890
Masso Torrence Wealth Management
New Jersey
-$16K -61 Closed
TCM
2891
TD Capital Management
Tennessee
-$15K -56 Closed
RA
2892
Resolute Advisors
California
-$12K -46 Closed
M1FG
2893
Mach-1 Financial Group
Arkansas
-$10K -41 Closed
TLFA
2894
True Link Financial Advisors
California
-$6K -22 Closed
MG
2895
MilWealth Group
Wisconsin
-$4.83K -18 Closed
WAC
2896
William Allan Corp
Colorado
-$2K -6 Closed
JSAM
2897
J. Safra Asset Management
New York
+$16.2K +65 New

MCD Hedge Fund Activity: Q1 2022 in Review

2,735 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2022, worth a combined $124B — down 8.6% from $136B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MCD and 138 opened new positions — a net loss of 23 holders — while 1,073 trimmed existing stakes and 1,138 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $573M. The largest seller was Wellington Management Group, cutting an estimated $737M.

  • 2,735 institutional investors held McDonald's (MCD) as of Q1 2022, down from 2,796 in Q4 2021.
  • Funds reported $124B of McDonald's stock for Q1 2022, down 8.6% quarter-over-quarter.
  • 138 funds opened new McDonald's positions in Q1 2022 and 161 closed out, a net change of -23 holders.
  • The largest McDonald's buyer in Q1 2022 was T. Rowe Price Associates, an estimated $573M added.
  • The largest McDonald's seller in Q1 2022 was Wellington Management Group, an estimated $737M sold.

Based on aggregated 13F filings for Q1 2022.