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McDonald's

2,721 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 1,187 increasing their positions, 1,022 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more funds holding in top 10

Funds holding in top 10: 6192 (+31)

30% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 105

16% more repeat investments, than reductions

Existing positions increased: 1,187 | Existing positions reduced: 1,022

0.07% more ownership

Funds ownership: 67.67%67.74% (+0.07%)

1% less funds holding

Funds holding: 2,7352,721 (-14)

1% less capital invested

Capital invested by funds: $124B → $124B (-$675M)

12% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.95B

Holders
2,721
Holders Change
-14
Holders Change %
-0.51%
% of All Funds
45.65%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.54%
New
136
Increased
1,187
Reduced
1,022
Closed
105
Calls
$1.71B
Puts
$1.95B
Net Calls
-$235M
Net Calls Change
-$533M

MCD Hedge Fund Activity: Q2 2022 in Review

2,721 of the 5,960 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2022, worth a combined $124B — down 0.54% from $124B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new MCD positions and 105 closed out — a net gain of 31 holders — while 1,187 added to existing stakes and 1,022 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $830M. The largest seller was State Street, cutting an estimated $509M.

  • 2,721 institutional investors held McDonald's (MCD) as of Q2 2022, down from 2,735 in Q1 2022.
  • Funds reported $124B of McDonald's stock for Q2 2022, down 0.54% quarter-over-quarter.
  • 136 funds opened new McDonald's positions in Q2 2022 and 105 closed out, a net change of +31 holders.
  • The largest McDonald's buyer in Q2 2022 was Morgan Stanley, an estimated $830M added.
  • The largest McDonald's seller in Q2 2022 was State Street, an estimated $509M sold.

Based on aggregated 13F filings for Q2 2022.