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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
MFG
351
Magnus Financial Group
New York
$219K +$195K +2,806 New
TIAA Trust, National Association
352
TIAA Trust, National Association
North Carolina
$216K +$192K +2,760 New
OWP
353
Obermeyer Wealth Partners
Colorado
$212K -$48.4K -696 -20%
AWS
354
Atria Wealth Solutions
New York
$211K +$186K +2,679 New
FIA
355
FNY Investment Advisers
New York
$210K +$188K +2,700 New
RWM
356
Ritholtz Wealth Management
New York
$208K +$185K +2,662 New
CSC
357
Caldwell Sutter Capital
California
$207K
VT
358
Vise Technologies
New York
$207K +$184K +2,651 New
ECM
359
Evergreen Capital Management
Washington
$200K +$177K +2,542 New
BAM
360
Byrne Asset Management
New Jersey
$194K
ASN
361
Advisory Services Network
Georgia
$184K +$163K +2,349 New
SPIA
362
Steward Partners Investment Advisory
New York
$167K
QCG
363
Quadrant Capital Group
Ohio
$156K +$14.7K +212 +12%
SFFS
364
Stonehage Fleming Financial Services
Jersey
$145K
GIBU
365
Gulf International Bank (UK)
United Kingdom
$144K -$10.4K -150 -7%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$136K +$30.1K +433 +33%
HNB
367
Huntington National Bank
Ohio
$124K +$3.34K +48 +3%
AI
368
AdvisorShares Investments
Maryland
$123K -$34.8K -500 -24%
CAM
369
Costello Asset Management
Pennsylvania
$121K
GBT
370
Grove Bank & Trust
Florida
$115K -$1.67K -24 -2%
TFGT
371
TS Financial Group (TSFG)
Illinois
$113K
BHWM
372
Bay Harbor Wealth Management
Maryland
$79.1K +$69.9K +1,005 New
PS
373
Principal Securities
Iowa
$78.7K +$70K +1,007 New
CC
374
Centiva Capital
New York
$78.3K -$181K -2,598 -72%
MHR
375
Matthew Hamilton Rosenberg
$78.1K

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.