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McDonald's
MCD

Overview Fund Activity

2,684 hedge funds and large institutions have $116B invested in McDonald's in 2022 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,139 increasing their positions, 1,022 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,684
Holders Change
-25
Holders Change %
-0.92%
% of All Funds
46.41%
Holding in Top 10
101
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.78%
% of All Funds
1.75%
New
122
Increased
1,139
Reduced
1,022
Closed
108
Calls
$1.85B
Puts
$1.93B
Net Calls
-$77.2M
Net Calls Change
+$157M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.25B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.82B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.02B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$674M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.23B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.32B
3
MAM
3
Magellan Asset Management
Australia
$717M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$113M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
2626
Legend Financial Advisors
Pennsylvania
$33K +$33K +143 New
SFA
2627
Semmax Financial Advisors
North Carolina
$31K -$1.38M -4,983 -98%
DWMG
2628
DB Wealth Management Group
California
$30K – – –
LWA
2629
Lowe Wealth Advisors
Maryland
$29K – – –
WFA
2630
West Financial Advisors
Iowa
$29K +$24.3K +104 +520%
DWA
2631
Delos Wealth Advisors
Texas
$28K – – –
MAWCM
2632
Mine & Arao Wealth Creation & Management
California
$28K +$5.01K +22 +22%
AIA
2633
Arcadia Investment Advisors
Idaho
$26.8K – – –
AWA
2634
Artemis Wealth Advisors
New York
$26.1K – – –
DCM
2635
Disciplina Capital Management
Tennessee
$25.8K +$25.8K +112 New
CPFP
2636
Clear Perspectives Financial Planning
Ohio
$25K +$2.75K +12 +12%
SC
2637
Schubert & Co
Texas
$24K +$466 +2 +2%
PP
2638
Paloma Partners
Connecticut
$23K -$5.12M -22,250 -100%
LWP
2639
Laurel Wealth Planning
Minnesota
$23K -$2.76K -12 -11%
JWBC
2640
John W. Brooker & Co
California
$23K – – –
NF
2641
Norwood Financial
Pennsylvania
$23K – – –
APC
2642
Aspire Private Capital
North Carolina
$23K – – –
PFA
2643
Professional Financial Advisors
Nebraska
$21K – – –
HL
2644
Harding Loevner
New Jersey
$20K – – –
BBPWM
2645
Blue Bell Private Wealth Management
Pennsylvania
$19K -$2.35K -10 -11%
PG
2646
Proffitt & Goodson
Tennessee
$19K – – –
HF
2647
Halpern Financial
Virginia
$17.8K – – –
CWM
2648
CarsonAllaria Wealth Management
Illinois
$17K -$154K -688 -90%
GIS
2649
Grayhawk Investment Strategies
Alberta, Canada
$17K – – –
CWM
2650
Cedar Wealth Management
California
$15K – – –
104 105
106
107 108