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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
KeyBank National Association
101
KeyBank National Association
Ohio
$137M -$2.24M -8,883 -2%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$136M +$2.83M +11,192 +2%
AT
103
AMF Tjänstepension
Sweden
$134M -$13.5M -53,366 -10%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$133M +$1.27M +5,040 +1%
Asset Management One
105
Asset Management One
Japan
$133M +$153K +605 +0.1%
CA
106
Capitolis Advisors
New York
$132M -$2.54M -10,073 -2%
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$132M -$4.4M -17,416 -3%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$132M +$5.58M +22,118 +5%
Jennison Associates
109
Jennison Associates
New York
$130M +$2.47M +9,791 +2%
AQR Capital Management
110
AQR Capital Management
Connecticut
$130M -$36.3M -143,799 -23%
Public Sector Pension Investment Board (PSP Investments)
111
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$129M -$321K -1,270 -0.3%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$126M -$2.24M -8,858 -2%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$125M -$2.57M -10,161 -2%
Allianz Asset Management
114
Allianz Asset Management
Germany
$125M -$1.66M -6,565 -1%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$123M +$12.9M +50,933 +12%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$123M -$3.51M -13,901 -3%
Bank Julius Baer & Co
117
Bank Julius Baer & Co
Switzerland
$123M +$2.8M +11,108 +2%
SAM
118
Storebrand Asset Management
Norway
$122M -$2.85M -11,298 -2%
DC
119
Davenport & Co
Virginia
$122M -$1.29M -5,092 -1%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$120M +$675K +2,673 +0.6%
CWM
121
CIBC World Markets
New York
$120M -$15.5M -61,204 -12%
CFC
122
Cincinnati Financial Corp
Ohio
$120M – – –
PI
123
PGGM Investments
Netherlands
$120M -$9.87M -39,105 -8%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$118M -$90.1K -357 -0.1%
EHC
125
Everett Harris & Co
California
$110M +$1.25M +4,970 +1%
3 4
5
6 7

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.