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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 %
WTFG
2551
Wells Trecaso Financial Group
Ohio
$225K – – –
MFS
2552
Madrona Financial Services
Washington
$225K – – –
PP
2553
Pegasus Partners
Wisconsin
$225K +$225K +839 New
STB
2554
S&T Bank
Pennsylvania
$225K +$225K +840 New
WCWM
2555
Willow Creek Wealth Management
California
$225K +$225K +841 New
SEIA
2556
Signature Estate & Investment Advisors
California
$224K -$24.9K -93 -10%
OAM
2557
Oberweis Asset Management
Illinois
$224K +$269 +1 +0.1%
ML
2558
Mayport LLC
Massachusetts
$224K +$224K +835 New
CWMGP
2559
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$223K +$223K +831 New
PWA
2560
PCG Wealth Advisors
Kansas
$223K +$223K +837 New
FNBOH
2561
First National Bank of Hutchinson
Kansas
$220K -$13.4K -50 -6%
RIM
2562
Rockbridge Investment Management
New York
$220K +$30.5K +114 +16%
AFG
2563
Arkansas Financial Group
Arkansas
$220K +$220K +821 New
KBFS
2564
Kohmann Bosshard Financial Services
Ohio
$218K +$218K +812 New
BWA
2565
Burt Wealth Advisors
Maryland
$218K +$218K +813 New
SC
2566
Siena Capital
Ohio
$218K +$218K +813 New
IWP
2567
Innova Wealth Partners
Pennsylvania
$217K +$217K +810 New
OCM
2568
Objective Capital Management
Ohio
$217K +$217K +810 New
RGF
2569
Retirement Guys Formula
Ohio
$216K +$216K +804 New
PFA
2570
Paradigm Financial Advisors
Missouri
$215K +$215K +803 New
TIA
2571
Trust Investment Advisors
Indiana
$214K +$214K +797 New
PC
2572
Peavine Capital
Nevada
$214K +$214K +800 New
FC
2573
Fusion Capital
South Carolina
$214K +$214K +800 New
GAM
2574
Gemmer Asset Management
California
$213K +$269 +1 +0.1%
HCM
2575
HM Capital Management
Missouri
$213K +$213K +794 New
101 102
103
104 105