McDonald's
MCD
2,920 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,110 increasing their positions, 1,092 reducing their positions, and 72 closing their positions.
390% more first-time investments, than exits
New positions opened: 353 | Existing positions closed: 72
22% more capital invested
Capital invested by funds: $116B → $141B (+$25.2B)
8% more funds holding
Funds holding: 2,695 → 2,920 (+225)
6% more funds holding in top 10
Funds holding in top 10: 101 → 107 (+6)
2% more repeat investments, than reductions
Existing positions increased: 1,110 | Existing positions reduced: 1,092
0.48% more ownership
Funds ownership: 68.49% → 68.97% (+0.48%)
8% less call options, than puts
Call options by funds: $2.22B | Put options by funds: $2.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$531M |
| 2 |
BlackRock
New York
|
+$440M |
| 3 |
Two Sigma Advisers
New York
|
+$357M |
| 4 |
Amundi
Paris,
France
|
+$274M |
| 5 |
Barclays
London,
United Kingdom
|
+$264M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.01B |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$686M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$379M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$326M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$278M |
MCD Hedge Fund Activity: Q4 2022 in Review
2,920 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2022, worth a combined $141B — up 22% from $116B a quarter earlier.
Buyers outnumbered sellers: 353 funds opened new MCD positions and 72 closed out — a net gain of 281 holders — while 1,110 added to existing stakes and 1,092 trimmed.
The largest buyer was Bank of America, adding an estimated $531M. The largest seller was JP Morgan Chase, cutting an estimated $1.01B.
- 2,920 institutional investors held McDonald's (MCD) as of Q4 2022, up from 2,695 in Q3 2022.
- Funds reported $141B of McDonald's stock for Q4 2022, up 22% quarter-over-quarter.
- 353 funds opened new McDonald's positions in Q4 2022 and 72 closed out, a net change of +281 holders.
- The largest McDonald's buyer in Q4 2022 was Bank of America, an estimated $531M added.
- The largest McDonald's seller in Q4 2022 was JP Morgan Chase, an estimated $1.01B sold.
Based on aggregated 13F filings for Q4 2022.