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McDonald's
MCD

Overview Fund Activity

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$531M
2
BlackRock
BlackRock
New York
+$439M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$356M
4
Amundi
Amundi
France
+$280M
5
Barclays
Barclays
United Kingdom
+$264M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$685M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$378M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$326M
5
MAM
Magellan Asset Management
Australia
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
2476
The Family Firm
Maryland
$284K +$1.05K +4 +0.4%
DIP
2477
DT Investment Partners
Pennsylvania
$284K +$7.38K +28 +3%
WIM
2478
Wittenberg Investment Management
Massachusetts
$283K – – –
PA
2479
Parkside Advisors
California
$283K +$283K +1,075 New
CA
2480
Cambridge Advisors
Nebraska
$283K -$4.22K -16 -1%
KCFA
2481
Key Client Fiduciary Advisors
New Jersey
$283K +$283K +1,072 New
LA
2482
Latitude Advisors
Florida
$282K -$6.32K -24 -2%
HKIMG
2483
Hutchens & Kramer Investment Management Group
Indiana
$282K +$18.2K +69 +7%
MSCM
2484
McElhenny Sheffield Capital Management
Texas
$281K +$16.2K +62 +6%
RWA
2485
Rooted Wealth Advisors
Illinois
$281K +$281K +1,065 New
SRC
2486
Sage Rhino Capital
California
$281K -$1.32K -5 -0.5%
GWAM
2487
Guardian Wealth Advisors (Minnesota)
Minnesota
$281K -$7.38K -28 -3%
CS
2488
Crescent Sterling
Louisiana
$280K +$280K +1,063 New
WCF
2489
West Coast Financial
California
$280K -$791 -3 -0.3%
PSF
2490
Pacific Sun Financial
California
$279K -$44.8K -170 -14%
FC
2491
Forte Capital
New York
$279K -$13.2K -50 -5%
EL
2492
EMFO LLC
Florida
$278K -$121K -460 -30%
IRC
2493
Investors Research Corp
Georgia
$277K +$7.12K +27 +3%
SAM
2494
Synergy Asset Management
Washington
$277K +$7.12K +27 +3%
LF
2495
Lee Financial
Texas
$277K -$39K -148 -12%
SC
2496
Skylands Capital
Wisconsin
$277K – – –
RI
2497
RWWM Inc
California
$276K – – –
PCM
2498
Prelude Capital Management
New York
$276K +$276K +1,048 New
OPCM
2499
Osborne Partners Capital Management
California
$276K -$77.2K -293 -22%
CCM
2500
Chilton Capital Management
Texas
$275K +$27.1K +103 +11%
98 99
100
101 102