McDonald's
MCD
3,005 hedge funds and large institutions have $150B invested in McDonald's in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,154 increasing their positions, 1,253 reducing their positions, and 89 closing their positions.
97% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 89
43% more call options, than puts
Call options by funds: $2.62B | Put options by funds: $1.83B
7% more capital invested
Capital invested by funds: $141B → $150B (+$9.53B)
3% more funds holding in top 10
Funds holding in top 10: 119 → 123 (+4)
2% more funds holding
Funds holding: 2,947 → 3,005 (+58)
0.18% more ownership
Funds ownership: 68.77% → 68.95% (+0.18%)
8% less repeat investments, than reductions
Existing positions increased: 1,154 | Existing positions reduced: 1,253
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$336M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$281M |
| 3 |
Barclays
London,
United Kingdom
|
+$241M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$208M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$198M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$648M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$613M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$375M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$351M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$260M |
MCD Hedge Fund Activity: Q2 2023 in Review
3,005 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2023, worth a combined $150B — up 6.8% from $141B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new MCD positions and 89 closed out — a net gain of 86 holders — while 1,154 added to existing stakes and 1,253 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $336M. The largest seller was Wellington Management Group, cutting an estimated $648M.
- 3,005 institutional investors held McDonald's (MCD) as of Q2 2023, up from 2,947 in Q1 2023.
- Funds reported $150B of McDonald's stock for Q2 2023, up 6.8% quarter-over-quarter.
- 175 funds opened new McDonald's positions in Q2 2023 and 89 closed out, a net change of +86 holders.
- The largest McDonald's buyer in Q2 2023 was Fidelity Investments, an estimated $336M added.
- The largest McDonald's seller in Q2 2023 was Wellington Management Group, an estimated $648M sold.
Based on aggregated 13F filings for Q2 2023.