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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
$1.71B
2
Capital World Investors
Capital World Investors
California
$1.11B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$542M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.54B
5
Vanguard Group
Vanguard Group
Pennsylvania
$16.6B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.13B
2
BlackRock
BlackRock
New York
$12.5B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.25B
4
Barclays
Barclays
United Kingdom
$384M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPP
2626
Life Planning Partners
Florida
$75K – – –
LPWM
2627
Lake Point Wealth Management
Texas
$75K – – –
LFA
2628
Level Financial Advisors
New York
$75K – – –
SA
2629
SRH Advisors
Kansas
$74K – – –
BFG
2630
Baron Financial Group
New Jersey
$71.7K – – –
WWP
2631
WR Wealth Planners
Missouri
$70.8K +$70.8K +286 New
RDFA
2632
Ritter Daniher Financial Advisory
Ohio
$70K +$31.7K +128 +83%
AW
2633
Avion Wealth
Texas
$65K – – –
AJ
2634
Ashburton (Jersey)
Jersey
$64K – – –
BHWM
2635
Beaird Harris Wealth Management
Texas
$63K -$64.5K -259 -51%
CWM
2636
Curi Wealth Management
North Carolina
$62K +$741 +3 +1%
DWA
2637
Delos Wealth Advisors
Texas
$61K -$9.14K -37 -13%
AP
2638
Arlington Partners
Alabama
$61K – – –
TCWA
2639
Ten Capital Wealth Advisors
Washington
$61K +$11.4K +46 +23%
IHWM
2640
Iron Horse Wealth Management
Iowa
$58K +$4.94K +20 +9%
SPWM
2641
Spartan Planning & Wealth Management
North Carolina
$58K +$58K +234 New
RG
2642
Retirement Group
California
$57K +$6.69K +27 +13%
BA
2643
Bellwether Advisors
Nebraska
$52K – – –
CIA
2644
Cascade Investment Advisors
Oregon
$50.2K +$20.8K +84 +71%
AFIA
2645
America First Investment Advisors
Nebraska
$50K -$53.7K -216 -52%
PP
2646
PrairieView Partners
Minnesota
$49K -$75K -306 -60%
HIM
2647
Hillsdale Investment Management
Ontario, Canada
$49K -$36.8K -150 -43%
BCM
2648
Blume Capital Management
California
$49K – – –
CC
2649
Centiva Capital
New York
$48K -$1.36M -5,497 -97%
MFA
2650
McClarren Financial Advisors
Pennsylvania
$47K +$1.46K +6 +3%
104 105
106
107 108