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McDonald's
MCD

3,186 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,270 increasing their positions, 1,142 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 386 | Existing positions closed: 135

18% more capital invested

Capital invested by funds: $132B → $155B (+$23.6B)

11% more repeat investments, than reductions

Existing positions increased: 1,270 | Existing positions reduced: 1,142

6% more funds holding

Funds holding: 2,993 → 3,186 (+193)

6% more funds holding in top 10

Funds holding in top 10: 104 → 110 (+6)

3.71% more ownership

Funds ownership: 68.5% → 72.21% (+3.7%)

2% more call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.7B

Holders
3,186
Holders Change
+193
Holders Change %
+6.45%
% of All Funds
46.44%
Holding in Top 10
110
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.77%
% of All Funds
1.6%
New
386
Increased
1,270
Reduced
1,142
Closed
135
Calls
$2.76B
Puts
$2.7B
Net Calls
+$58.3M
Net Calls Change
-$137M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.85B
2
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.53B
3
JP Morgan Chase
JP Morgan Chase
New York
+$566M
4
Bank of America
Bank of America
North Carolina
+$415M
5
Citadel Advisors
Citadel Advisors
Florida
+$404M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$320M
2
Marshall Wace
Marshall Wace
United Kingdom
-$302M
3
Renaissance Technologies
Renaissance Technologies
New York
-$251M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
5
Millennium Management
Millennium Management
New York
-$228M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
3226
Sender Company & Partners
New York
– -$2.27M -8,602 Closed
TH
3227
Team Hewins
California
– -$2.14M -8,140 Closed
OTL
3228
Oak Thistle LLC
New York
– -$2.1M -7,981 Closed
BHCM
3229
Boulder Hill Capital Management
New York
– -$2.08M -7,900 Closed
TCM
3230
Teza Capital Management
Illinois
– -$1.99M -7,562 Closed
Group One Trading
3231
Group One Trading
Illinois
– -$2.02M -7,404 Closed
SM
3232
Sciencast Management
New Jersey
– -$1.89M -7,157 Closed
BC
3233
Bridgefront Capital
Texas
– -$1.77M -6,731 Closed
CL
3234
CIM LLC
New York
– -$1.68M -6,374 Closed
EW
3235
Evoke Wealth
California
– -$1.61M -6,107 Closed
SFCL
3236
Strengthening Families & Communities LLC
Massachusetts
– -$1.61M -6,097 Closed
Parallax Volatility Advisers
3237
Parallax Volatility Advisers
California
– -$1.45M -5,322 Closed
YIH
3238
Y-Intercept (HK)
Hong Kong
– -$1.38M -5,235 Closed
CC
3239
Centiva Capital
New York
– -$1.34M -4,937 Closed
LCM
3240
Landscape Capital Management
New Jersey
– -$1.29M -4,913 Closed
MC
3241
Machina Capital
France
– -$1.16M -4,399 Closed
MFS
3242
Mirabella Financial Services
United Kingdom
– -$1.11M -4,203 Closed
AG
3243
AIA Group
Hong Kong
– -$1.11M -4,200 Closed
HT
3244
Headlands Technologies
Illinois
– -$1.09M -4,135 Closed
PFM
3245
Patton Fund Management
Texas
– -$1.03M -3,915 Closed
STC
3246
Sarah T. Connolly
– -$996K -3,780 Closed
AC
3247
AXQ Capital
New Jersey
– -$948K -3,600 Closed
GP
3248
Geneva Partners
Wisconsin
– -$861K -3,270 Closed
SC
3249
Savoie Capital
Illinois
– -$824K -3,129 Closed
PEA
3250
Park Edge Advisors
Ohio
– -$818K -3,105 Closed
128 129
130
131 132

MCD Hedge Fund Activity: Q4 2023 in Review

3,186 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2023, worth a combined $155B — up 18% from $132B a quarter earlier.

Buyers outnumbered sellers: 386 funds opened new MCD positions and 135 closed out — a net gain of 251 holders — while 1,270 added to existing stakes and 1,142 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.85B. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $320M.

  • 3,186 institutional investors held McDonald's (MCD) as of Q4 2023, up from 2,993 in Q3 2023.
  • Funds reported $155B of McDonald's stock for Q4 2023, up 18% quarter-over-quarter.
  • 386 funds opened new McDonald's positions in Q4 2023 and 135 closed out, a net change of +251 holders.
  • The largest McDonald's buyer in Q4 2023 was Morgan Stanley, an estimated $3.85B added.
  • The largest McDonald's seller in Q4 2023 was Qube Research & Technologies (QRT), an estimated $320M sold.

Based on aggregated 13F filings for Q4 2023.