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McDonald's

3,166 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,252 increasing their positions, 1,307 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $1.72B

13% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 158

1% less funds holding

Funds holding: 3,1863,166 (-20)

4% less repeat investments, than reductions

Existing positions increased: 1,252 | Existing positions reduced: 1,307

1.8% less ownership

Funds ownership: 72.21%70.4% (-1.8%)

8% less capital invested

Capital invested by funds: $155B → $143B (-$12B)

48% less funds holding in top 10

Funds holding in top 10: 11057 (-53)

Holders
3,166
Holders Change
-20
Holders Change %
-0.63%
% of All Funds
45.6%
Holding in Top 10
57
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-48.18%
% of All Funds
0.82%
New
178
Increased
1,252
Reduced
1,307
Closed
158
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$706M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$1.01B +$294M +1,012,534 +40%
Invesco
27
Invesco
Georgia
$988M -$10.1M -34,597 -1%
Franklin Resources
28
Franklin Resources
California
$905M +$17.3M +59,646 +2%
UBS AM
29
UBS AM
Illinois
$875M -$145M -497,583 -14%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$821M -$12.2M -41,837 -1%
Deutsche Bank
31
Deutsche Bank
Germany
$805M +$202M +693,571 +32%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$778M -$16.5M -56,577 -2%
Lazard Asset Management
33
Lazard Asset Management
New York
$734M -$162M -556,655 -18%
Citadel Advisors
34
Citadel Advisors
Florida
$665M +$163M +562,073 +31%
Amundi
35
Amundi
France
$651M +$212M +730,428 +44%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$641M +$2.46M +8,475 +0.4%
DZ Bank
37
DZ Bank
Germany
$638M -$409M -1,404,752 -38%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$625M -$1.09M -3,763 -0.2%
Swiss National Bank
39
Swiss National Bank
Switzerland
$612M -$31M -106,600 -5%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$609M +$93.7M +322,014 +18%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$601M -$26.6M -91,587 -4%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$487M -$39.7M -136,629 -7%
BPC
43
Banque Pictet & Cie
Switzerland
$486M +$4.41M +15,151 +0.9%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$464M -$23.9M -82,060 -5%
CS
45
Credit Suisse
Switzerland
$462M -$38.2M -131,440 -7%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$461M -$1.42M -4,873 -0.3%
CWP
47
Capital Wealth Planning
Florida
$434M +$4.88M +16,794 +1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$414M +$3.01M +10,337 +0.7%
APG Asset Management
49
APG Asset Management
Netherlands
$388M +$12.3M +42,273 +3%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$371M +$382M +1,311,905 +35,982%

MCD Hedge Fund Activity: Q1 2024 in Review

3,166 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2024, worth a combined $143B — down 7.7% from $155B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new MCD positions and 158 closed out — a net gain of 20 holders — while 1,252 added to existing stakes and 1,307 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $638M. The largest seller was Morgan Stanley, cutting an estimated $3.94B.

  • 3,166 institutional investors held McDonald's (MCD) as of Q1 2024, down from 3,186 in Q4 2023.
  • Funds reported $143B of McDonald's stock for Q1 2024, down 7.7% quarter-over-quarter.
  • 178 funds opened new McDonald's positions in Q1 2024 and 158 closed out, a net change of +20 holders.
  • The largest McDonald's buyer in Q1 2024 was Capital Research Global Investors, an estimated $638M added.
  • The largest McDonald's seller in Q1 2024 was Morgan Stanley, an estimated $3.94B sold.

Based on aggregated 13F filings for Q1 2024.