McDonald's
MCD
2,719 hedge funds and large institutions have $123B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,185 increasing their positions, 1,023 reducing their positions, and 106 closing their positions.
51% more funds holding in top 10
Funds holding in top 10: 61 → 92 (+31)
27% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 106
16% more repeat investments, than reductions
Existing positions increased: 1,185 | Existing positions reduced: 1,023
0.29% less ownership
Funds ownership: 68.03% → 67.74% (-0.29%)
1% less funds holding
Funds holding: 2,735 → 2,719 (-16)
1% less capital invested
Capital invested by funds: $124B → $123B (-$1.39B)
12% less call options, than puts
Call options by funds: $1.73B | Put options by funds: $1.97B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$830M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$415M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$321M |
| 4 |
JP Morgan Chase
New York
|
+$314M |
| 5 |
Bank of New York Mellon
New York
|
+$210M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$509M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$505M |
| 3 |
Renaissance Technologies
New York
|
-$343M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$249M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$212M |
MCD Hedge Fund Activity: Q2 2022 in Review
2,719 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2022, worth a combined $123B — down 1.1% from $124B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new MCD positions and 106 closed out — a net gain of 29 holders — while 1,185 added to existing stakes and 1,023 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $830M. The largest seller was State Street, cutting an estimated $509M.
- 2,719 institutional investors held McDonald's (MCD) as of Q2 2022, down from 2,735 in Q1 2022.
- Funds reported $123B of McDonald's stock for Q2 2022, down 1.1% quarter-over-quarter.
- 135 funds opened new McDonald's positions in Q2 2022 and 106 closed out, a net change of +29 holders.
- The largest McDonald's buyer in Q2 2022 was Morgan Stanley, an estimated $830M added.
- The largest McDonald's seller in Q2 2022 was State Street, an estimated $509M sold.
Based on aggregated 13F filings for Q2 2022.