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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 %
FWP
2651
Firethorn Wealth Partners
Georgia
$220K +$220K +834 New
TC
2652
Trilogy Capital
California
$220K +$220K +834 New
RFG
2653
RFP Financial Group
Georgia
$219K +$219K +832 New
AIM
2654
Axiom Investment Management
New York
$219K -$19.8K -75 -8%
HB
2655
Horizon Bancorp
Indiana
$219K +$219K +830 New
RGC
2656
Roberts, Glore & Co
Illinois
$219K +$219K +831 New
BA
2657
Bridge Advisory
California
$219K +$219K +830 New
BWAM
2658
Boyd Watterson Asset Management
Ohio
$219K +$219K +830 New
DCM
2659
Dudley Capital Management
Virginia
$217K +$217K +825 New
CFO
2660
Colony Family Offices
North Carolina
$217K +$217K +825 New
BFWA
2661
Benchmark Financial Wealth Advisors
Florida
$217K +$217K +825 New
SIA
2662
Sage Investment Advisers
New York
$217K +$217K +823 New
OCM
2663
Objective Capital Management
Ohio
$217K +$217K +823 New
TIM
2664
Tortoise Investment Management
New York
$217K -$13.4K -51 -6%
TCM
2665
Telos Capital Management
California
$216K +$216K +821 New
CWMGP
2666
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$216K +$216K +819 New
XWM
2667
Xcel Wealth Management
Florida
$216K -$161K -612 -43%
FC
2668
Financial Council
Maryland
$215K +$215K +817 New
IMOV
2669
Investment Management of Virginia
Virginia
$215K +$215K +816 New
BA
2670
Bristlecone Advisors
Washington
$215K +$215K +816 New
TIM
2671
Thompson Investment Management
Wisconsin
$215K +$215K +814 New
WRM
2672
Weybosset Research & Management
Rhode Island
$215K +$215K +815 New
CPA
2673
Capital Performance Advisors
California
$215K +$215K +815 New
TAM
2674
Tucker Asset Management
Colorado
$215K +$41K +154 +24%
MGAM
2675
McGowan Group Asset Management
Texas
$214K +$214K +813 New
105 106
107
108 109