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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
$1.25B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.82B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$674M
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.23B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.32B
3
MAM
Magellan Asset Management
Australia
$717M
4
Renaissance Technologies
Renaissance Technologies
New York
$113M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
2501
Axiom Financial Strategies
Indiana
$206K +$2.08K +9 +1%
BWCS
2502
Beirne Wealth Consulting Services
Connecticut
$205K -$5.77K -25 -3%
NCM
2503
Nelson Capital Management
California
$205K -$921 -4 -0.4%
SIA
2504
SeaBridge Investment Advisors
New Jersey
$205K – – –
SWP
2505
Summit Wealth Partners
Florida
$204K +$204K +886 New
CMP
2506
Courage Miller Partners
Virginia
$204K – – –
MCM
2507
McDonough Capital Management
Florida
$204K +$230 +1 +0.1%
HIS
2508
Horizon Investment Services
Indiana
$204K +$9.68K +42 +5%
DWM
2509
Drive Wealth Management
Utah
$204K +$204K +884 New
VIM
2510
Vista Investment Management
Pennsylvania
$203K -$691 -3 -0.3%
GSAM
2511
Grant Street Asset Management
Pennsylvania
$202K – – –
AWM
2512
Accel Wealth Management
Iowa
$202K +$238 +1 +0.1%
CIA
2513
Compass Ion Advisors
Pennsylvania
$202K +$1.15K +5 +0.6%
CWA
2514
Capital Wealth Alliance
Arizona
$201K +$1.38K +6 +0.7%
TIM
2515
Tortoise Investment Management
New York
$201K +$13.1K +57 +7%
WMP
2516
Wealth Management Partners
Arizona
$200K – – –
CWM
2517
Collaborative Wealth Management
Florida
$200K – – –
WAOI
2518
Wealth Advisors of Iowa
Iowa
$200K +$200K +868 New
TSW
2519
Thompson Siegel & Walmsley
Virginia
$197K -$31.1K -135 -14%
CWC
2520
Carolinas Wealth Consulting
North Carolina
$197K -$514 -54 -0.3%
MFT
2521
Moisand Fitzgerald Tamayo
Florida
$195K +$27.3K +118 +16%
ACM
2522
AUA Capital Management
Pennsylvania
$193K -$57.6K -250 -23%
HIIFS
2523
Harel Insurance Investments & Financial Services
Israel
$185K +$130K +556 +235%
SWM
2524
Sugarloaf Wealth Management
Georgia
$182K +$461 +2 +0.3%
SAM
2525
Strategic Asset Management
Minnesota
$181K – – –
99 100
101
102 103