McDonald's
MCD
2,696 hedge funds and large institutions have $116B invested in McDonald's in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 1,142 increasing their positions, 1,026 reducing their positions, and 108 closing their positions.
15% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 108
11% more repeat investments, than reductions
Existing positions increased: 1,142 | Existing positions reduced: 1,026
10% more funds holding in top 10
Funds holding in top 10: 92 → 101 (+9)
0.75% more ownership
Funds ownership: 67.74% → 68.49% (+0.75%)
1% less funds holding
Funds holding: 2,719 → 2,696 (-23)
4% less call options, than puts
Call options by funds: $1.85B | Put options by funds: $1.93B
5% less capital invested
Capital invested by funds: $123B → $116B (-$6.43B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$660M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$282M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$231M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$231M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$620M |
| 2 |
JP Morgan Chase
New York
|
-$233M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$216M |
| 4 |
Renaissance Technologies
New York
|
-$166M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$162M |
MCD Hedge Fund Activity: Q3 2022 in Review
2,696 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2022, worth a combined $116B — down 5.2% from $123B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new MCD positions and 108 closed out — a net gain of 16 holders — while 1,142 added to existing stakes and 1,026 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $660M. The largest seller was Wellington Management Group, cutting an estimated $620M.
- 2,696 institutional investors held McDonald's (MCD) as of Q3 2022, down from 2,719 in Q2 2022.
- Funds reported $116B of McDonald's stock for Q3 2022, down 5.2% quarter-over-quarter.
- 124 funds opened new McDonald's positions in Q3 2022 and 108 closed out, a net change of +16 holders.
- The largest McDonald's buyer in Q3 2022 was Janus Henderson Group, an estimated $660M added.
- The largest McDonald's seller in Q3 2022 was Wellington Management Group, an estimated $620M sold.
Based on aggregated 13F filings for Q3 2022.