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McDonald's
MCD

Overview Fund Activity

2,684 hedge funds and large institutions have $116B invested in McDonald's in 2022 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,139 increasing their positions, 1,022 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,684
Holders Change
-25
Holders Change %
-0.92%
% of All Funds
46.41%
Holding in Top 10
101
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.78%
% of All Funds
1.75%
New
122
Increased
1,139
Reduced
1,022
Closed
108
Calls
$1.85B
Puts
$1.93B
Net Calls
-$77.2M
Net Calls Change
+$157M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$596M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$255M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$208M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$146M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$211M
3
MAM
Magellan Asset Management
Australia
-$195M
4
Renaissance Technologies
Renaissance Technologies
New York
-$150M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
2476
Peak Asset Management
Colorado
$214K +$10.2K +44 +5%
BEC
2477
Blue Edge Capital
Virginia
$213K – – –
SC
2478
Sierra Capital
Florida
$213K -$138K -597 -39%
NL
2479
Navalign LLC
California
$213K -$18.7K -81 -8%
P
2480
Palladiem
Pennsylvania
$212K – – –
TW
2481
Transform Wealth
Colorado
$212K – – –
VCM
2482
Viewpoint Capital Management
Washington
$212K +$5.76K +25 +3%
MF
2483
Montis Financial
Massachusetts
$211K -$6.91K -30 -3%
SIC
2484
Sigma Investment Counselors
Michigan
$211K -$2.77K -12 -1%
LJHT
2485
Laurie J. Hall Trustee
$211K – – –
TWM
2486
TMD Wealth Management
Arizona
$211K – – –
CC
2487
Corsicana & Co
Texas
$211K +$11.1K +48 +6%
AIM
2488
Axiom Investment Management
New York
$211K +$211K +907 New
FM
2489
Family Management
New York
$210K – – –
SHWM
2490
Smith & Howard Wealth Management
Georgia
$210K – – –
DSN
2491
D. Scott Neal
Kentucky
$210K – – –
LWMG
2492
Levy Wealth Management Group
Pennsylvania
$210K +$210K +908 New
MFS
2493
Madrona Financial Services
Washington
$208K +$15K +65 +8%
CA
2494
Crewe Advisors
Utah
$208K +$17.6K +76 +9%
SSWG
2495
Seven Springs Wealth Group
Tennessee
$208K +$208K +903 New
SI
2496
Saxon Interests
Texas
$206K -$5.75K -24 -3%
PFG
2497
Pinnacle Financial Group
Illinois
$206K -$461 -2 -0.2%
FF
2498
Francis Financial
$206K – – –
PWM
2499
Provident Wealth Management
Tennessee
$206K – – –
GIM
2500
Grassi Investment Management
California
$206K – – –
98 99
100
101 102