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McDonald's
MCD

Overview Fund Activity

2,782 hedge funds and large institutions have $135B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,113 increasing their positions, 911 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+275
Holders Change %
+10.97%
% of All Funds
42.97%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.99%
New
403
Increased
1,113
Reduced
911
Closed
90
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$793M
2
BlackRock
BlackRock
New York
+$615M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$330M
4
Barclays
Barclays
United Kingdom
+$298M
5
State Street
State Street
Massachusetts
+$277M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$862M
2
MAM
Magellan Asset Management
Australia
-$553M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
4
Citadel Advisors
Citadel Advisors
Florida
-$333M
5
DZ Bank
DZ Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
2501
Telos Capital Management
California
$245K -$2.68K -10 -1%
BWCS
2502
Beirne Wealth Consulting Services
Connecticut
$245K – – –
HFS
2503
Howard Financial Services
Texas
$245K +$245K +913 New
CWA
2504
Capital Wealth Alliance
Arizona
$244K -$2.14K -8 -0.9%
DSN
2505
D. Scott Neal
Kentucky
$244K – – –
EP
2506
Equius Partners
California
$244K +$244K +910 New
AFS
2507
Axiom Financial Strategies
Indiana
$243K +$1.07K +4 +0.4%
NCM
2508
Nelson Capital Management
California
$242K – – –
SIC
2509
Sigma Investment Counselors
Michigan
$242K – – –
IWN
2510
Independent Wealth Network
Iowa
$242K +$3.22K +12 +1%
TIM
2511
Tortoise Investment Management
New York
$241K +$17.2K +64 +8%
ISL
2512
Ingalls & Snyder LLC
New York
$240K -$1.16M -4,335 -83%
GIM
2513
Grassi Investment Management
California
$240K – – –
CWC
2514
Carolinas Wealth Consulting
North Carolina
$240K +$78.1K +291 +48%
VCM
2515
Viewpoint Capital Management
Washington
$240K +$240K +895 New
MA
2516
Mosaic Advisors
Texas
$240K +$240K +895 New
LA
2517
Latitude Advisors
Florida
$240K +$240K +896 New
PFA
2518
Plotkin Financial Advisors
Maryland
$239K -$68.6K -256 -22%
SIA
2519
SeaBridge Investment Advisors
New Jersey
$239K -$7.25K -27 -3%
FFIC
2520
First Fiduciary Investment Counsel
Ohio
$239K – – –
FDS
2521
First Dallas Securities
Texas
$239K +$268 +1 +0.1%
SOAG
2522
Silver Oak Advisory Group
Oregon
$239K +$239K +892 New
SPA
2523
Sentinel Pension Advisors
Massachusetts
$239K +$239K +893 New
KA
2524
Klingman & Associates
New York
$238K – – –
GKWIM
2525
Gerber Kawasaki Wealth & Investment Management
California
$238K +$235K +878 +8,780%
99 100
101
102 103