McDonald's
MCD
2,992 hedge funds and large institutions have $132B invested in McDonald's in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,224 increasing their positions, 1,153 reducing their positions, and 137 closing their positions.
16% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 137
10% more call options, than puts
Call options by funds: $2.1B | Put options by funds: $1.91B
6% more repeat investments, than reductions
Existing positions increased: 1,224 | Existing positions reduced: 1,153
0% less funds holding
Funds holding: 3,002 → 2,992 (-10)
0.53% less ownership
Funds ownership: 69.03% → 68.5% (-0.53%)
12% less capital invested
Capital invested by funds: $150B → $132B (-$18.5B)
16% less funds holding in top 10
Funds holding in top 10: 124 → 104 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$229M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$225M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$221M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$208M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$654M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$323M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$290M |
| 4 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
-$243M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$196M |
MCD Hedge Fund Activity: Q3 2023 in Review
2,992 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2023, worth a combined $132B — down 12% from $150B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new MCD positions and 137 closed out — a net gain of 22 holders — while 1,224 added to existing stakes and 1,153 trimmed.
The largest buyer was National Bank of Canada, adding an estimated $229M. The largest seller was Citadel Advisors, cutting an estimated $654M.
- 2,992 institutional investors held McDonald's (MCD) as of Q3 2023, down from 3,002 in Q2 2023.
- Funds reported $132B of McDonald's stock for Q3 2023, down 12% quarter-over-quarter.
- 159 funds opened new McDonald's positions in Q3 2023 and 137 closed out, a net change of +22 holders.
- The largest McDonald's buyer in Q3 2023 was National Bank of Canada, an estimated $229M added.
- The largest McDonald's seller in Q3 2023 was Citadel Advisors, an estimated $654M sold.
Based on aggregated 13F filings for Q3 2023.