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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
2551
Strategic Asset Management
Minnesota
$194K +$247 +1 +0.1%
SWM
2552
Sugarloaf Wealth Management
Georgia
$194K +$17.8K +72 +10%
SCA
2553
Stuart Chaussee & Associates
California
$192K – – –
CWM
2554
CarsonAllaria Wealth Management
Illinois
$188K +$3.71K +15 +2%
CCM
2555
Copeland Capital Management
Pennsylvania
$187K -$1.24K -5 -0.7%
HIIFS
2556
Harel Insurance Investments & Financial Services
Israel
$182K +$71.1K +288 +64%
VAM
2557
Vienna Asset Management
California
$181K +$181K +731 New
BCPWM
2558
Bradley & Co Private Wealth Management
Florida
$177K – – –
GWA
2559
Gibson Wealth Advisors
Texas
$170K – – –
TFGT
2560
TS Financial Group (TSFG)
Illinois
$166K +$248 +1 +0.1%
VCM
2561
Versant Capital Management
Arizona
$165K -$1.97K -8 -1%
CPA
2562
Cowen Prime Advisors
New York
$163K – – –
CA
2563
Crewe Advisors
Utah
$160K +$12.3K +50 +8%
POIA
2564
Pin Oak Investment Advisors
Texas
$158K +$31K +125 +24%
CWC
2565
Carolinas Wealth Consulting
North Carolina
$152K -$69.3K -280 -31%
OLVIG
2566
Oliver Lagore Vanvalin Investment Group
Michigan
$148K +$148K +600 New
NC
2567
NewSquare Capital
Pennsylvania
$147K -$29.4K -119 -17%
LF
2568
Lee Financial
Texas
$145K -$100K -407 -41%
BSWA
2569
Bromfield Sneider Wealth Advisors
Massachusetts
$145K +$145K +585 New
FNBOSM
2570
First National Bank of South Miami
Florida
$142K -$1.73K -7 -1%
EWM
2571
Endurance Wealth Management
Rhode Island
$140K -$17.8K -72 -11%
HWA
2572
HHM Wealth Advisors
Tennessee
$140K – – –
GIA
2573
Goodwin Investment Advisory
Georgia
$138K +$95.7K +387 +226%
FMTCOCP
2574
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$136K – – –
RCC
2575
Red Cedar Capital
Nebraska
$136K – – –
101 102
103
104 105