McDonald's
MCD
3,192 hedge funds and large institutions have $152B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 389 funds opening new positions, 1,273 increasing their positions, 1,141 reducing their positions, and 135 closing their positions.
188% more first-time investments, than exits
New positions opened: 389 | Existing positions closed: 135
80% more capital inflows, than outflows
Capital inflows: $9.22B | Capital outflows: $5.13B
12% more repeat investments, than reductions
Existing positions increased: 1,273 | Existing positions reduced: 1,141
7% more funds holding
Funds holding: 2,996 → 3,192 (+196)
6% more funds holding in top 10
Funds holding in top 10: 103 → 109 (+6)
2.17% more ownership
Funds ownership: 68.48% → 70.65% (+2.2%)
2% more call options, than puts
Call options by funds: $2.76B | Put options by funds: $2.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$1.53B |
| 2 |
JP Morgan Chase
New York
|
+$566M |
| 3 |
Neuberger Berman Group
New York
|
+$423M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$415M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$404M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$320M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$302M |
| 3 |
Renaissance Technologies
New York
|
-$251M |
| 4 |
Two Sigma Advisers
New York
|
-$239M |
| 5 |
Millennium Management
New York
|
-$228M |
MCD Hedge Fund Activity: Q4 2023 in Review
3,192 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q4 2023, worth a combined $152B — up 15% from $132B a quarter earlier.
Buyers outnumbered sellers: 389 funds opened new MCD positions and 135 closed out — a net gain of 254 holders — while 1,273 added to existing stakes and 1,141 trimmed.
The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.53B. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $320M.
- 3,192 institutional investors held McDonald's (MCD) as of Q4 2023, up from 2,996 in Q3 2023.
- Funds reported $152B of McDonald's stock for Q4 2023, up 15% quarter-over-quarter.
- 389 funds opened new McDonald's positions in Q4 2023 and 135 closed out, a net change of +254 holders.
- The largest McDonald's buyer in Q4 2023 was Gallagher Fiduciary Advisors, an estimated $1.53B added.
- The largest McDonald's seller in Q4 2023 was Qube Research & Technologies (QRT), an estimated $320M sold.
Based on aggregated 13F filings for Q4 2023.