McDonald's
MCD
3,172 hedge funds and large institutions have $144B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,257 increasing their positions, 1,306 reducing their positions, and 157 closing their positions.
45% more call options, than puts
Call options by funds: $2.48B | Put options by funds: $1.72B
14% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 157
0.1% less ownership
Funds ownership: 70.65% → 70.55% (-0.1%)
1% less funds holding
Funds holding: 3,190 → 3,172 (-18)
4% less repeat investments, than reductions
Existing positions increased: 1,257 | Existing positions reduced: 1,306
10% less capital inflows, than outflows
Capital inflows: $6.88B | Capital outflows: $7.61B
48% less funds holding in top 10
Funds holding in top 10: 109 → 57 (-52)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$638M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$459M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$382M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$304M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$294M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$647M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$433M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$409M |
| 4 |
BlackRock
New York
|
-$332M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$252M |
MCD Hedge Fund Activity: Q1 2024 in Review
3,172 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2024, worth a combined $144B — down 5.5% from $152B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new MCD positions and 157 closed out — a net gain of 22 holders — while 1,257 added to existing stakes and 1,306 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $638M. The largest seller was Neuberger Berman Group, cutting an estimated $647M.
- 3,172 institutional investors held McDonald's (MCD) as of Q1 2024, down from 3,190 in Q4 2023.
- Funds reported $144B of McDonald's stock for Q1 2024, down 5.5% quarter-over-quarter.
- 179 funds opened new McDonald's positions in Q1 2024 and 157 closed out, a net change of +22 holders.
- The largest McDonald's buyer in Q1 2024 was Capital Research Global Investors, an estimated $638M added.
- The largest McDonald's seller in Q1 2024 was Neuberger Berman Group, an estimated $647M sold.
Based on aggregated 13F filings for Q1 2024.