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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 %
APS
2501
American Planning Services
Florida
$275K +$275K +1,044 +104,400%
LFG
2502
Lockerman Financial Group
California
$275K +$275K +1,042 New
MAWA
2503
Moss Adams Wealth Advisors
Washington
$274K +$274K +1,040 New
SHFA
2504
SS&H Financial Advisors
Michigan
$274K -$264K -1,000 -49%
CHP
2505
Cable Hill Partners
Oregon
$274K +$274K +1,040 New
SIG
2506
Sargent Investment Group
Maryland
$274K – – –
P
2507
&Partners
Tennessee
$274K -$16.6K -63 -6%
DWA
2508
Dorsey Wright & Associates
California
$273K +$273K +1,036 New
KOMWMG
2509
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$273K +$790 +3 +0.3%
FZCM
2510
Flynn Zito Capital Management
New York
$273K – – –
B
2511
Bensler
Washington
$272K +$3.69K +14 +1%
SC
2512
Sierra Capital
Florida
$272K +$29K +110 +12%
NOI
2513
Newton One Investments
Delaware
$272K – – –
HI
2514
Hoey Investments
Pennsylvania
$272K – – –
GA
2515
Geller Advisors
New York
$271K -$70.9K -269 -21%
MWM
2516
Madison Wealth Management
Ohio
$269K -$11.6K -44 -4%
PFC
2517
Phocas Financial Corp
California
$269K -$66.9K -254 -20%
UWPG
2518
Ullmann Wealth Partners Group
Florida
$268K +$14.5K +55 +6%
IA
2519
IFG Advisors
Missouri
$268K -$1.58K -6 -0.6%
KPWG
2520
KFA Private Wealth Group
Virginia
$268K -$84.3K -320 -24%
TPW
2521
Transatlantique Private Wealth
New York
$267K – – –
AW
2522
Alaethes Wealth
Nevada
$266K -$16.9K -64 -6%
PWM
2523
Paulson Wealth Management
Illinois
$266K -$28.7K -109 -10%
FM
2524
Family Management
New York
$265K +$25K +95 +10%
FW
2525
FirstPurpose Wealth
Utah
$265K +$13.7K +52 +5%
99 100
101
102 103