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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 %
MFS
2601
Madrona Financial Services
Washington
$238K – – –
FFA
2602
Farther Finance Advisors
California
$238K +$238K +902 New
FF
2603
Francis Financial
$237K +$1.58K +6 +0.7%
HIS
2604
Horizon Investment Services
Indiana
$237K +$3.69K +14 +2%
CCM
2605
Compton Capital Management
Rhode Island
$237K -$26.3K -100 -10%
BWA
2606
Burt Wealth Advisors
Maryland
$237K +$237K +899 New
GIM
2607
Grassi Investment Management
California
$236K – – –
TF
2608
TimeScale Financial
Massachusetts
$236K +$231 +1 +0.1%
PFG
2609
Pinnacle Financial Group
Illinois
$235K – – –
MWA
2610
Motive Wealth Advisors
Michigan
$235K -$10.5K -40 -4%
AWM
2611
Accel Wealth Management
Iowa
$235K +$11.9K +45 +5%
PWM
2612
Provident Wealth Management
Tennessee
$235K -$527 -2 -0.2%
SWIG
2613
Strategic Wealth Investment Group
Kentucky
$235K +$235K +882 New
SIA
2614
SeaBridge Investment Advisors
New Jersey
$235K – – –
NCM
2615
Nelson Capital Management
California
$235K – – –
MCM
2616
McDonough Capital Management
Florida
$234K +$264 +1 +0.1%
SWP
2617
Summit Wealth Partners
Florida
$233K – – –
LWMG
2618
Levy Wealth Management Group
Pennsylvania
$233K -$6.06K -23 -3%
CMP
2619
Courage Miller Partners
Virginia
$233K – – –
EA
2620
Emerald Advisors
Washington
$231K -$66.7K -253 -22%
WMP
2621
Wealth Management Partners
Arizona
$231K – – –
OPA
2622
Old Port Advisors
Maine
$231K -$14K -53 -6%
LJHT
2623
Laurie J. Hall Trustee
$231K -$9.74K -37 -4%
CWA
2624
Capital Wealth Alliance
Arizona
$231K +$527 +2 +0.2%
SW
2625
SMART Wealth
Nebraska
$231K +$231K +876 New
103 104
105
106 107