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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 %
CAL
2726
Capital Advisors Ltd
Ohio
$197K +$117K +874 +146%
OCM
2727
Orion Capital Management
California
$195K – – –
BCPWM
2728
Bradley & Co Private Wealth Management
Florida
$193K – – –
OLVIG
2729
Oliver Lagore Vanvalin Investment Group
Michigan
$193K +$35.3K +134 +22%
C
2730
Covestor
United Kingdom
$190K +$21.9K +83 +13%
TFGT
2731
TS Financial Group (TSFG)
Illinois
$181K – – –
HCM
2732
Hollencrest Capital Management
California
$178K +$178K +677 New
CPA
2733
Cowen Prime Advisors
New York
$174K – – –
MWM
2734
MinichMacGregor Wealth Management
New York
$173K +$173K +657 New
BHWM
2735
Beaird Harris Wealth Management
Texas
$172K +$35.6K +135 +26%
EWM
2736
Endurance Wealth Management
Rhode Island
$172K – – –
CWC
2737
Carolinas Wealth Consulting
North Carolina
$167K -$1.68K -206 -1%
HWA
2738
HHM Wealth Advisors
Tennessee
$167K – – –
LFG
2739
Larson Financial Group
Missouri
$163K +$3.42K +13 +2%
SIM
2740
Studio Investment Management
Illinois
$158K – – –
JWM
2741
Janiczek Wealth Management
Colorado
$157K +$15.7K +59 +11%
RFA
2742
Register Financial Advisors
Georgia
$157K +$157K +595 New
CCM
2743
Copeland Capital Management
Pennsylvania
$156K – – –
HBW
2744
Hazlett, Burt & Watson
West Virginia
$154K +$10.5K +40 +7%
AS
2745
Altshuler Shaham
Israel
$150K +$90.9K +345 +154%
PPWM
2746
PFG Private Wealth Management
Florida
$148K -$1.32K -5 -0.9%
DJSG
2747
D.J. St. Germain
Massachusetts
$147K -$3.97K -463 -3%
SPWM
2748
Spartan Planning & Wealth Management
North Carolina
$147K +$41.9K +159 +40%
RCC
2749
Red Cedar Capital
Nebraska
$145K – – –
PAM
2750
Paradigm Asset Management
New York
$143K -$2.11M -7,990 -94%
108 109
110
111 112