McDonald's
MCD
2,947 hedge funds and large institutions have $141B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,213 increasing their positions, 1,138 reducing their positions, and 97 closing their positions.
94% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 97
11% more funds holding in top 10
Funds holding in top 10: 107 → 119 (+12)
7% more repeat investments, than reductions
Existing positions increased: 1,213 | Existing positions reduced: 1,138
3% more capital inflows, than outflows
Capital inflows: $4.99B | Capital outflows: $4.86B
1% more funds holding
Funds holding: 2,922 → 2,947 (+25)
1% more call options, than puts
Call options by funds: $1.93B | Put options by funds: $1.92B
0.03% more ownership
Funds ownership: 68.74% → 68.77% (+0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$393M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$361M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$259M |
| 4 |
Neuberger Berman Group
New York
|
+$234M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$229M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$305M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$259M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$256M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$170M |
| 5 |
D.E. Shaw & Co
New York
|
-$168M |
MCD Hedge Fund Activity: Q1 2023 in Review
2,947 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2023, worth a combined $141B — up 6% from $133B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new MCD positions and 97 closed out — a net gain of 91 holders — while 1,213 added to existing stakes and 1,138 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $393M. The largest seller was Barclays, cutting an estimated $305M.
- 2,947 institutional investors held McDonald's (MCD) as of Q1 2023, up from 2,922 in Q4 2022.
- Funds reported $141B of McDonald's stock for Q1 2023, up 6% quarter-over-quarter.
- 188 funds opened new McDonald's positions in Q1 2023 and 97 closed out, a net change of +91 holders.
- The largest McDonald's buyer in Q1 2023 was Citadel Advisors, an estimated $393M added.
- The largest McDonald's seller in Q1 2023 was Barclays, an estimated $305M sold.
Based on aggregated 13F filings for Q1 2023.