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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
GIA
276
Guyasuta Investment Advisors
Pennsylvania
$30.6M -$46.7K -185 -0.2%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$30.5M +$571K +2,260 +2%
MSL
278
Mackay Shields LLC
New York
$30.1M -$632K -2,505 -2%
HCMG
279
Howard Capital Management Group
California
$29.8M +$231K +913 +0.8%
PGFC
280
Peapack-Gladstone Financial Corp
New Jersey
$29.6M -$26K -103 -0.1%
ERSOT
281
Employees Retirement System of Texas
Texas
$29.1M – – –
BAM
282
Berkshire Asset Management
Pennsylvania
$29M +$255K +1,009 +0.9%
SOADOR
283
State of Alaska Department of Revenue
Alaska
$29M -$1.65M -6,539 -6%
Connor, Clark & Lunn Investment Management (CC&L)
284
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$29M +$4.62M +18,282 +20%
DADC
285
D.A. Davidson & Co
Montana
$28.8M +$291K +1,153 +1%
FMLI
286
Fukoku Mutual Life Insurance
Japan
$28.8M +$40.4K +160 +0.1%
BF
287
BOK Financial
Oklahoma
$28.5M +$2.02K +8 +0%
NIM
288
Northeast Investment Management
Massachusetts
$28.4M -$333K -1,318 -1%
ACM
289
Advisors Capital Management
New Jersey
$28.1M +$1.26M +5,009 +5%
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$28.1M +$955K +3,781 +4%
TPSF
291
Texas Permanent School Fund
Texas
$27.6M -$3.11M -12,302 -11%
GT
292
Glenview Trust
Kentucky
$27.5M +$308K +1,221 +1%
AWM
293
AE Wealth Management
Kansas
$27.5M +$2.59M +10,244 +11%
FWCM
294
Ferguson Wellman Capital Management
Oregon
$27.2M +$17.1M +67,744 +200%
TBA
295
Tower Bridge Advisors
Pennsylvania
$27.1M -$125K -495 -0.5%
MCM
296
MAI Capital Management
Ohio
$27M +$837K +3,316 +3%
BCM
297
Bridgeway Capital Management
Texas
$26.9M -$2.35M -9,300 -8%
CCM
298
Candlestick Capital Management
Connecticut
$26.6M +$25.1M +99,345 New
MOACM
299
Mutual of America Capital Management
New York
$26.5M +$172K +682 +0.7%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$26.1M +$3.7M +14,650 +18%
10 11
12
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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.