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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 %
BC
2651
Belmont Capital
California
$15K +$15K +66 New
ACA
2652
Atlas Capital Advisors
Wyoming
$14.5K +$2.77K +12 +24%
PWP
2653
Principle Wealth Partners
Connecticut
$14.4K +$7.81K +33,863 +119%
HWM
2654
HighMark Wealth Management
Minnesota
$13K – – –
PWS
2655
Paragon Wealth Strategies
Florida
$13K +$13K +58 New
IHWM
2656
Iron Horse Wealth Management
Iowa
$12K -$43.8K -186 -78%
DEM
2657
Disciplined Equity Management
Florida
$12K -$24.7K -105 -67%
PCA
2658
Providence Capital Advisors
North Carolina
$12K – – –
HC
2659
Hoese & Co
Minnesota
$12K – – –
ARS
2660
Adirondack Retirement Specialists
New York
$12K +$12K +50 New
TJHA
2661
Thomas J. Herzfeld Advisors
Florida
$10K – – –
GI
2662
GS Investments
Minnesota
$9K – – –
WAM
2663
Worth Asset Management
Texas
$9K – – –
EWM
2664
Executive Wealth Management
Michigan
$7.03K -$23.3K -23,349 -77%
MS
2665
Mizuho Securities
Japan
$7K -$48.5K -201 -87%
YAL
2666
Your Advocates Ltd
Texas
$6K – – –
DFCM
2667
Dark Forest Capital Management
Puerto Rico
$6K +$6K +28 New
IRAG
2668
Investment Research & Advisory Group
Georgia
$5K -$217 -1 -4%
PCTC
2669
Perkins Coie Trust Company
Washington
$5K – – –
LIM
2670
Longfellow Investment Management
Massachusetts
$5K – – –
CWA
2671
Carolina Wealth Advisors
South Carolina
$3K – – –
HWM
2672
Horizons Wealth Management
North Carolina
$3K – – –
MOS
2673
MGO One Seven
Ohio
$2.27K +$548 +2,097 +32%
BIM
2674
Baldwin Investment Management
Pennsylvania
$2.07K +$3 +13 +0.1%
PI
2675
PFS Investments
Georgia
$1.91K +$124 +536 +7%
105 106
107
108 109