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McDonald's
MCD

2,795 hedge funds and large institutions have $136B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 1,117 increasing their positions, 915 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more first-time investments, than exits

New positions opened: 407 | Existing positions closed: 91

22% more repeat investments, than reductions

Existing positions increased: 1,117 | Existing positions reduced: 915

11% more capital invested

Capital invested by funds: $122B → $136B (+$13.6B)

11% more funds holding

Funds holding: 2,517 → 2,795 (+278)

5% more funds holding in top 10

Funds holding in top 10: 61 → 64 (+3)

7% more call options, than puts

Call options by funds: $2.15B | Put options by funds: $2.01B

0.2% more ownership

Funds ownership: 67.93% → 68.13% (+0.2%)

Holders
2,795
Holders Change
+278
Holders Change %
+11.04%
% of All Funds
43.01%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.98%
New
407
Increased
1,117
Reduced
915
Closed
91
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$746M
2
BlackRock
BlackRock
New York
+$579M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$311M
4
Barclays
Barclays
United Kingdom
+$280M
5
State Street
State Street
Massachusetts
+$261M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$812M
2
MAM
Magellan Asset Management
Australia
-$521M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$513M
4
Citadel Advisors
Citadel Advisors
Florida
-$313M
5
MCM
Melvin Capital Management
New York
-$259M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
51
Banque Pictet & Cie
Switzerland
$395M +$13.7M +54,252 +4%
Amundi
52
Amundi
France
$368M +$18M +71,101 +5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$361M +$2M +7,914 +0.6%
AllianceBernstein
54
AllianceBernstein
Tennessee
$361M -$79.9M -316,484 -19%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$346M +$252K +997 +0.1%
Winslow Capital Management
56
Winslow Capital Management
Minnesota
$330M +$311M +1,231,562 New
RJA
57
Raymond James & Associates
Florida
$324M +$6.28M +24,888 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$302M +$32.1M +127,043 +13%
BG
59
Bahl & Gaynor
Ohio
$286M -$10.4M -41,175 -4%
US Bancorp
60
US Bancorp
Minnesota
$284M -$2.45M -9,692 -0.9%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$281M +$31.4M +124,188 +13%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$277M +$41.8M +165,685 +19%
ProShare Advisors
63
ProShare Advisors
Maryland
$267M +$27.4M +108,678 +12%
National Pension Service
64
National Pension Service
South Korea
$266M -$5.33M -21,113 -2%
Citigroup
65
Citigroup
New York
$259M -$32.9M -130,187 -12%
Viking Global Investors
66
Viking Global Investors
Connecticut
$257M -$513M -2,032,064 -68%
CWP
67
Capital Wealth Planning
Florida
$254M +$22.9M +90,521 +11%
Stifel Financial
68
Stifel Financial
Missouri
$246M -$675K -2,673 -0.3%
Principal Financial Group
69
Principal Financial Group
Iowa
$237M -$70.6M -279,461 -24%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$234M -$281K -1,111 -0.1%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$229M +$18.4M +73,065 +9%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$229M -$3.06M -12,138 -1%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$220M -$82.2M -325,523 -28%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$213M -$1.09M -4,300 -0.5%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$202M +$146M +579,235 +336%
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MCD Hedge Fund Activity: Q4 2021 in Review

2,795 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2021, worth a combined $136B — up 11% from $122B a quarter earlier.

Buyers outnumbered sellers: 407 funds opened new MCD positions and 91 closed out — a net gain of 316 holders — while 1,117 added to existing stakes and 915 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $746M. The largest seller was Wellington Management Group, cutting an estimated $812M.

  • 2,795 institutional investors held McDonald's (MCD) as of Q4 2021, up from 2,517 in Q3 2021.
  • Funds reported $136B of McDonald's stock for Q4 2021, up 11% quarter-over-quarter.
  • 407 funds opened new McDonald's positions in Q4 2021 and 91 closed out, a net change of +316 holders.
  • The largest McDonald's buyer in Q4 2021 was JP Morgan Chase, an estimated $746M added.
  • The largest McDonald's seller in Q4 2021 was Wellington Management Group, an estimated $812M sold.

Based on aggregated 13F filings for Q4 2021.