McDonald's
MCD
2,526 hedge funds and large institutions have $116B invested in McDonald's in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,078 increasing their positions, 911 reducing their positions, and 82 closing their positions.
77% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 82
18% more repeat investments, than reductions
Existing positions increased: 1,078 | Existing positions reduced: 911
1% more funds holding
Funds holding: 2,494 → 2,526 (+32)
7% more call options, than puts
Call options by funds: $1.69B | Put options by funds: $1.57B
3% more capital invested
Capital invested by funds: $113B → $116B (+$3.29B)
0.11% less ownership
Funds ownership: 67.9% → 67.79% (-0.11%)
16% less funds holding in top 10
Funds holding in top 10: 61 → 51 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$307M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$252M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$243M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$127M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$372M |
| 2 |
Two Sigma Advisers
New York
|
-$256M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$236M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$217M |
| 5 |
SCM
Suvretta Capital Management
New York
|
-$214M |
MCD Hedge Fund Activity: Q2 2021 in Review
2,526 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2021, worth a combined $116B — up 2.9% from $113B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new MCD positions and 82 closed out — a net gain of 63 holders — while 1,078 added to existing stakes and 911 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $307M. The largest seller was D.E. Shaw & Co, cutting an estimated $372M.
- 2,526 institutional investors held McDonald's (MCD) as of Q2 2021, up from 2,494 in Q1 2021.
- Funds reported $116B of McDonald's stock for Q2 2021, up 2.9% quarter-over-quarter.
- 145 funds opened new McDonald's positions in Q2 2021 and 82 closed out, a net change of +63 holders.
- The largest McDonald's buyer in Q2 2021 was Magellan Asset Management, an estimated $307M added.
- The largest McDonald's seller in Q2 2021 was D.E. Shaw & Co, an estimated $372M sold.
Based on aggregated 13F filings for Q2 2021.