McDonald's
MCD
2,496 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 1,053 increasing their positions, 948 reducing their positions, and 94 closing their positions.
65% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 94
24% more capital inflows, than outflows
Capital inflows: $5.72B | Capital outflows: $4.6B
11% more repeat investments, than reductions
Existing positions increased: 1,053 | Existing positions reduced: 948
2% more funds holding in top 10
Funds holding in top 10: 59 → 60 (+1)
1% more funds holding
Funds holding: 2,463 → 2,496 (+33)
0.53% more ownership
Funds ownership: 67.26% → 67.79% (+0.53%)
8% less call options, than puts
Call options by funds: $1.62B | Put options by funds: $1.76B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$582M |
| 2 |
JP Morgan Chase
New York
|
+$425M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$290M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$257M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$239M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$836M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$273M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$197M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$160M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$130M |
MCD Hedge Fund Activity: Q1 2021 in Review
2,496 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2021, worth a combined $113B — up 5.4% from $107B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new MCD positions and 94 closed out — a net gain of 61 holders — while 1,053 added to existing stakes and 948 trimmed.
The largest buyer was DZ Bank, adding an estimated $582M. The largest seller was Wellington Management Group, cutting an estimated $836M.
- 2,496 institutional investors held McDonald's (MCD) as of Q1 2021, up from 2,463 in Q4 2020.
- Funds reported $113B of McDonald's stock for Q1 2021, up 5.4% quarter-over-quarter.
- 155 funds opened new McDonald's positions in Q1 2021 and 94 closed out, a net change of +61 holders.
- The largest McDonald's buyer in Q1 2021 was DZ Bank, an estimated $582M added.
- The largest McDonald's seller in Q1 2021 was Wellington Management Group, an estimated $836M sold.
Based on aggregated 13F filings for Q1 2021.