McDonald's
MCD
2,517 hedge funds and large institutions have $122B invested in McDonald's in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,102 increasing their positions, 870 reducing their positions, and 99 closing their positions.
27% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 99
27% more repeat investments, than reductions
Existing positions increased: 1,102 | Existing positions reduced: 870
20% more funds holding in top 10
Funds holding in top 10: 51 → 61 (+10)
5% more capital invested
Capital invested by funds: $116B → $122B (+$5.74B)
0.14% more ownership
Funds ownership: 67.79% → 67.93% (+0.14%)
0% less funds holding
Funds holding: 2,526 → 2,517 (-9)
10% less call options, than puts
Call options by funds: $1.85B | Put options by funds: $2.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$714M |
| 2 |
JP Morgan Chase
New York
|
+$270M |
| 3 |
MCM
Melvin Capital Management
New York
|
+$257M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$203M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$198M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$361M |
| 2 |
Lazard Asset Management
New York
|
-$326M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$326M |
| 4 |
Two Sigma Investments
New York
|
-$168M |
| 5 |
KBC Group
Brussels,
Belgium
|
-$148M |
MCD Hedge Fund Activity: Q3 2021 in Review
2,517 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2021, worth a combined $122B — up 4.9% from $116B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new MCD positions and 99 closed out — a net gain of 27 holders — while 1,102 added to existing stakes and 870 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $714M. The largest seller was Wellington Management Group, cutting an estimated $361M.
- 2,517 institutional investors held McDonald's (MCD) as of Q3 2021, down from 2,526 in Q2 2021.
- Funds reported $122B of McDonald's stock for Q3 2021, up 4.9% quarter-over-quarter.
- 126 funds opened new McDonald's positions in Q3 2021 and 99 closed out, a net change of +27 holders.
- The largest McDonald's buyer in Q3 2021 was Viking Global Investors, an estimated $714M added.
- The largest McDonald's seller in Q3 2021 was Wellington Management Group, an estimated $361M sold.
Based on aggregated 13F filings for Q3 2021.