McDonald's
MCD
3,164 hedge funds and large institutions have $156B invested in McDonald's in 2024 Q3 according to their latest regulatory filings, with 245 funds opening new positions, 1,200 increasing their positions, 1,300 reducing their positions, and 120 closing their positions.
104% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 120
47% more funds holding in top 10
Funds holding in top 10: 38 → 56 (+18)
21% more capital invested
Capital invested by funds: $129B → $156B (+$27B)
10% more call options, than puts
Call options by funds: $3.26B | Put options by funds: $2.95B
3% more funds holding
Funds holding: 3,079 → 3,164 (+85)
1.49% more ownership
Funds ownership: 70.33% → 71.81% (+1.5%)
8% less repeat investments, than reductions
Existing positions increased: 1,200 | Existing positions reduced: 1,300
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.2B |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$637M |
| 3 |
Morgan Stanley
New York
|
+$527M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$376M |
| 5 |
Barclays
London,
United Kingdom
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$343M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$302M |
| 3 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$231M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$208M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$162M |
MCD Hedge Fund Activity: Q3 2024 in Review
3,164 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2024, worth a combined $156B — up 21% from $129B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new MCD positions and 120 closed out — a net gain of 125 holders — while 1,200 added to existing stakes and 1,300 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.2B. The largest seller was APG Asset Management, cutting an estimated $343M.
- 3,164 institutional investors held McDonald's (MCD) as of Q3 2024, up from 3,079 in Q2 2024.
- Funds reported $156B of McDonald's stock for Q3 2024, up 21% quarter-over-quarter.
- 245 funds opened new McDonald's positions in Q3 2024 and 120 closed out, a net change of +125 holders.
- The largest McDonald's buyer in Q3 2024 was JP Morgan Chase, an estimated $2.2B added.
- The largest McDonald's seller in Q3 2024 was APG Asset Management, an estimated $343M sold.
Based on aggregated 13F filings for Q3 2024.