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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 %
CCMI
2551
Creative Capital Management Investments
California
$259K +$259K +984 New
W
2552
WealthOne
New York
$259K -$15.5K -59 -6%
AWM
2553
Adams Wealth Management
Utah
$258K +$1.32K +5 +0.5%
OBWG
2554
Onyx Bridge Wealth Group
New York
$257K -$9.16K -34 -3%
BPFA
2555
Barnes Pettey Financial Advisors
Mississippi
$257K +$5.27K +20 +2%
WCA
2556
Waypoint Capital Advisors
Minnesota
$257K -$9.22K -35 -3%
TW
2557
Transform Wealth
Colorado
$256K +$13.7K +52 +6%
SDAM
2558
Shulman DeMeo Asset Management
New York
$256K -$1.58K -6 -0.6%
ACP
2559
Arcus Capital Partners
Georgia
$255K – – –
WA
2560
Waddell & Associates
Tennessee
$255K +$255K +969 New
EA
2561
Eclectic Associates
California
$255K -$1.06K -4 -0.4%
FNC
2562
First National Corp
Massachusetts
$255K +$255K +967 New
KMWM
2563
Keudell/Morrison Wealth Management
Oregon
$255K – – –
AMG
2564
Asset Management Group
Connecticut
$254K +$1.32K +5 +0.5%
GIM
2565
Groesbeck Investment Management
New Jersey
$254K – – –
VCAM
2566
Van Cleef Asset Management
Ohio
$253K +$1.84K +7 +0.7%
PCA
2567
Pallas Capital Advisors
Massachusetts
$253K +$253K +943 New
KLCM
2568
KG&L Capital Management
Louisiana
$253K -$33.2K -126 -12%
TFM
2569
TFC Financial Management
Massachusetts
$252K – – –
NWM
2570
Northwest Wealth Management
Iowa
$252K -$7.11K -27 -3%
QWM
2571
QP Wealth Management
New Jersey
$252K -$26.4K -100 -9%
SIC
2572
Sigma Investment Counselors
Michigan
$252K +$11.1K +42 +5%
CSWM
2573
Cassady Schiller Wealth Management
Ohio
$252K -$10.8K -41 -4%
PWMG
2574
Provence Wealth Management Group
California
$251K +$251K +954 New
MPW
2575
MGO Private Wealth
California
$251K +$251K +953 New
101 102
103
104 105