MCD icon

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 %
CWM
2601
CarsonAllaria Wealth Management
Illinois
$200K +$200K +746 New
RA
2602
Rise Advisors
New York
$197K +$197K +735 New
MFT
2603
Moisand Fitzgerald Tamayo
Florida
$194K – – –
NC
2604
NewSquare Capital
Pennsylvania
$191K – – –
BCPWM
2605
Bradley & Co Private Wealth Management
Florida
$191K – – –
SWM
2606
Sugarloaf Wealth Management
Georgia
$191K +$536 +2 +0.3%
ACM
2607
Aquatic Capital Management
Illinois
$188K +$188K +700 New
GWA
2608
Gibson Wealth Advisors
Texas
$184K +$184K +687 New
VCM
2609
Versant Capital Management
Arizona
$181K -$68.2K -255 -27%
CAM
2610
Costello Asset Management
Pennsylvania
$180K +$32.9K +123 +22%
TFGT
2611
TS Financial Group (TSFG)
Illinois
$179K -$7.22K -27 -4%
CPA
2612
Cowen Prime Advisors
New York
$177K – – –
TC
2613
TAP Consulting
Missouri
$173K +$173K +646 New
EWM
2614
Endurance Wealth Management
Rhode Island
$171K +$48.8K +182 +40%
SWM
2615
Scissortail Wealth Management
Oklahoma
$170K +$170K +634 New
CA
2616
Crewe Advisors
Utah
$161K +$53.8K +200 +50%
NR
2617
Newfound Research
Massachusetts
$158K +$27.7K +103 +21%
FNBOSM
2618
First National Bank of South Miami
Florida
$156K +$8.58K +32 +6%
TCCM
2619
Timber Creek Capital Management
Massachusetts
$155K – – –
EWM
2620
Elmwood Wealth Management
California
$153K +$153K +570 New
HWA
2621
HHM Wealth Advisors
Tennessee
$151K – – –
Manulife (Manufacturers Life Insurance)
2622
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150K -$32.1K -119,824 -18%
FMTCOCP
2623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$148K +$16.1K +60 +12%
RCC
2624
Red Cedar Capital
Nebraska
$147K – – –
JRFS
2625
James Reed Financial Services
Ohio
$146K +$146K +548 New
103 104
105
106 107