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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 %
HCM
2576
HM Capital Management
Missouri
$213K +$213K +794 New
AL
2577
ADE LLC
Maryland
$212K – – –
PHIC
2578
Pine Haven Investment Counsel
Massachusetts
$212K +$212K +790 New
CNWM
2579
Clay Northam Wealth Management
California
$212K +$212K +792 New
SAM
2580
Strategic Asset Management
Minnesota
$210K – – –
I
2581
INVST
Indiana
$210K +$210K +847 New
1IA
2582
1834 Investment Advisors
Wisconsin
$209K +$3.22K +12 +2%
PK
2583
Pflug Koory
Nebraska
$208K – – –
SCA
2584
Stuart Chaussee & Associates
California
$208K +$13.9K +52 +7%
FZCM
2585
Flynn Zito Capital Management
New York
$208K +$208K +775 New
SQA
2586
Simon Quick Advisors
New Jersey
$206K +$22.3K +83 +12%
HA
2587
Hofer & Associates
California
$206K +$206K +768 New
BFWA
2588
Benchmark Financial Wealth Advisors
Florida
$206K +$206K +768 New
WMP
2589
Wealth Management Partners
Arizona
$206K +$206K +1,000 New
SFPG
2590
Stonebridge Financial Planning Group
Florida
$205K – – –
D
2591
Diversified
Delaware
$205K +$205K +765 New
CCM
2592
Copeland Capital Management
Pennsylvania
$204K – – –
TIM
2593
Thompson Investment Management
Wisconsin
$204K +$204K +760 New
RWM
2594
Reston Wealth Management
Virginia
$204K +$204K +760 New
SIA
2595
Strategic Investment Advisors
Michigan
$204K +$204K +762 New
DA
2596
DSC Advisors
Illinois
$202K -$33.6K -125 -14%
PWM
2597
PRW Wealth Management
Massachusetts
$202K +$202K +753 New
SWIG
2598
Strategic Wealth Investment Group
Kentucky
$202K +$202K +755 New
A
2599
AustralianSuper
Australia
$202K +$501 +1,867 +0.2%
TFA
2600
Teamwork Financial Advisors
Texas
$201K +$201K +748 New
102 103
104
105 106