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Restaurant Brands International

463 hedge funds and large institutions have $20.5B invested in Restaurant Brands International in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 156 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 40

17% more capital invested

Capital invested by funds: $17.5B → $20.5B (+$3.03B)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more call options, than puts

Call options by funds: $158M | Put options by funds: $142M

6% more funds holding

Funds holding: 437463 (+26)

1.96% more ownership

Funds ownership: 81.82%83.78% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 156

Holders
463
Holders Change
+26
Holders Change %
+5.95%
% of All Funds
6.75%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
69
Increased
155
Reduced
156
Closed
40
Calls
$158M
Puts
$142M
Net Calls
+$15.9M
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Aigen Investment Management
New York
$369K +$328K +4,721 New
WPW
302
Waldron Private Wealth
Pennsylvania
$366K +$13.8K +199 +4%
BWM
303
BKM Wealth Management
Wisconsin
$363K +$324K +4,651 New
WAM
304
Wolverine Asset Management
Illinois
$357K +$146K +2,100 +85%
RWPA
305
Richard W. Paul & Associates
Michigan
$349K +$310K +4,461 New
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
$345K +$2.3K +33 +0.8%
Millennium Management
307
Millennium Management
New York
$344K +$70.1K +1,008 +30%
CMBA
308
C.M. Bidwell & Associates
Hawaii
$344K -$2.02K -29 -0.7%
SFA
309
Sequoia Financial Advisors
Ohio
$342K +$78.7K +1,132 +35%
PAG
310
Private Advisor Group
New Jersey
$337K +$4.24K +61 +1%
SI
311
Stephens Inc
Arkansas
$327K -$1.28M -18,445 -82%
FAIM
312
Financial Advocates Investment Management
Washington
$322K +$51.8K +745 +22%
FRM
313
Fox Run Management
Connecticut
$315K -$979K -14,074 -78%
SDAM
314
Shulman DeMeo Asset Management
New York
$306K -$16.8K -241 -6%
FWA
315
FSM Wealth Advisors
Ohio
$306K
GC
316
Guggenheim Capital
Illinois
$305K -$14K -201 -5%
HPG
317
Harvest Portfolios Group
Ontario, Canada
$305K -$13.9K -200 -5%
AG
318
AlTi Global
New York
$304K +$271K +3,890 New
MCM
319
MAI Capital Management
Ohio
$302K
IWC
320
Integrated Wealth Concepts
Massachusetts
$299K -$89.3K -1,284 -25%
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
$299K +$266K +3,821 New
DWM
322
Dorchester Wealth Management
Quebec, Canada
$298K
PA
323
Pinnacle Associates
New York
$292K -$5.22K -75 -2%
ClearBridge Investments
324
ClearBridge Investments
New York
$291K +$259K +3,730 New
MOS
325
MGO One Seven
Ohio
$291K +$23.2K +334 +10%

QSR Hedge Fund Activity: Q4 2023 in Review

463 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Restaurant Brands International (QSR) for Q4 2023, worth a combined $20.5B — up 17% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new QSR positions and 40 closed out — a net gain of 29 holders — while 155 added to existing stakes and 156 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $276M. The largest seller was EdgePoint Investment Group, cutting an estimated $107M.

  • 463 institutional investors held Restaurant Brands International (QSR) as of Q4 2023, up from 437 in Q3 2023.
  • Funds reported $20.5B of Restaurant Brands International stock for Q4 2023, up 17% quarter-over-quarter.
  • 69 funds opened new Restaurant Brands International positions in Q4 2023 and 40 closed out, a net change of +29 holders.
  • The largest Restaurant Brands International buyer in Q4 2023 was Capital Research Global Investors, an estimated $276M added.
  • The largest Restaurant Brands International seller in Q4 2023 was EdgePoint Investment Group, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2023.