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McDonald's
MCD

Overview Fund Activity

2,782 hedge funds and large institutions have $135B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,113 increasing their positions, 911 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+275
Holders Change %
+10.97%
% of All Funds
42.97%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.99%
New
403
Increased
1,113
Reduced
911
Closed
90
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.45B
2
BlackRock
BlackRock
New York
$14.2B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$330M
4
Barclays
Barclays
United Kingdom
$793M
5
State Street
State Street
Massachusetts
$9.91B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.36B
2
MAM
Magellan Asset Management
Australia
$1.42B
3
Viking Global Investors
Viking Global Investors
Connecticut
$257M
4
Citadel Advisors
Citadel Advisors
Florida
$1.9M
5
DZ Bank
DZ Bank
Germany
$879M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
2701
Horan Securities
United States
$45K +$45K +168 New
VRS
2702
Virginia Retirement Systems
Virginia
$44.7K – – –
CH
2703
Canton Hathaway
Rhode Island
$44K – – –
BAM
2704
Baldrige Asset Management
Pennsylvania
$43K -$5.91K -22 -12%
DI
2705
Disciplined Investments
Oklahoma
$42K – – –
RDFA
2706
Ritter Daniher Financial Advisory
Ohio
$42K – – –
RDIA
2707
RE Dickinson Investment Advisors
Iowa
$41K +$41K +152 New
CM
2708
Cornerstone Management
Georgia
$40.5K +$40.5K +151 New
CCMW
2709
Cypress Capital Management (Wyoming)
Wyoming
$40K -$33.6K -126 -46%
KC
2710
Knuff & Co
California
$40K – – –
HF
2711
Halpern Financial
Virginia
$39.9K – – –
MAM
2712
McCarthy Asset Management
California
$39K – – –
PPWM
2713
PFG Private Wealth Management
Florida
$38K – – –
CPFP
2714
Clear Perspectives Financial Planning
Ohio
$37K +$4.02K +15 +12%
DWMG
2715
DB Wealth Management Group
California
$35K – – –
CFRPA
2716
Castle Financial & Retirement Planning Associates
New Jersey
$34K +$34K +132 New
LWA
2717
Lowe Wealth Advisors
Maryland
$33K – – –
BC
2718
Barnett & Company
Tennessee
$33K +$8.05K +30 +32%
FFWM
2719
Future Financial Wealth Management
Ohio
$33K +$33K +121 New
CIA
2720
Cascade Investment Advisors
Oregon
$31.9K – – –
AIA
2721
Arcadia Investment Advisors
Idaho
$31.1K – – –
AWA
2722
Artemis Wealth Advisors
New York
$30.3K – – –
APC
2723
Aspire Private Capital
North Carolina
$30K +$3.51K +13 +13%
RA
2724
Rational Advisors
New York
$27K -$1.21M -4,444 -98%
JWBC
2725
John W. Brooker & Co
California
$27K – – –
107 108
109
110 111