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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
AA
301
Ancora Advisors
Ohio
$26.1M +$445K +1,763 +2%
II
302
IFM Investors
Australia
$26M -$380K -1,505 -2%
SAI
303
Systematic Alpha Investments
New Jersey
$25.7M – – –
SPIA
304
Steward Partners Investment Advisory
New York
$25.6M +$962K +3,810 +4%
BFA
305
Beaumont Financial Advisors
Massachusetts
$25.5M -$239K -948 -1%
CSIC
306
Clifford Swan Investment Counsel
California
$25.5M +$110K +436 +0.5%
SC
307
Shellback Capital
Massachusetts
$25.5M +$7.57M +30,000 +46%
TAM
308
Troy Asset Management
United Kingdom
$25.4M +$582K +2,305 +2%
LOIM
309
Liberty One Investment Management
Illinois
$25.4M +$404K +1,599 +2%
ABC
310
Associated Banc-Corp
Wisconsin
$25.2M -$532K -2,107 -2%
COPPSERS
311
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.1M +$51.8K +205 +0.2%
WT
312
Whittier Trust
California
$24.9M -$424K -1,678 -2%
TRSOTSOK
313
Teachers Retirement System of the State of Kentucky
Kentucky
$24.8M -$544K -2,155 -2%
ALAM
314
Asahi Life Asset Management
Japan
$24.7M -$1.27M -5,047 -5%
OSIA
315
O'Shares Investment Advisers
Massachusetts
$24.6M +$1.68M +6,663 +8%
MLICM
316
Metropolitan Life Insurance Company (MetLife)
New York
$24.4M -$646K -2,558 -3%
DWM
317
Destination Wealth Management
California
$24.4M +$281K +1,114 +1%
CP
318
Corbenic Partners
Pennsylvania
$24.3M +$395K +1,564 +2%
NB
319
Norinchukin Bank
Japan
$24.1M -$743K -2,942 -3%
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$24.1M +$850K +3,367 +4%
NAM
321
Nissay Asset Management
Japan
$24M +$620K +2,454 +3%
PNC
322
Park National Corp
Ohio
$24M +$562K +2,227 +3%
MML Investors Services
323
MML Investors Services
Massachusetts
$23.8M +$1.07M +4,235 +5%
PAG
324
Private Advisor Group
New Jersey
$23.8M -$8.61M -34,086 -28%
CFB
325
Cullen/Frost Bankers
Texas
$23.8M -$569K -2,253 -2%
11 12
13
14 15

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.