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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
+$793M
2
BlackRock
BlackRock
New York
+$615M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$330M
4
Barclays
Barclays
United Kingdom
+$298M
5
State Street
State Street
Massachusetts
+$277M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$862M
2
MAM
Magellan Asset Management
Australia
-$553M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
4
Citadel Advisors
Citadel Advisors
Florida
-$333M
5
DZ Bank
DZ Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
576
Capital Investment Advisors
Georgia
$7.96M -$55.5K -207 -0.7%
AWM
577
Altavista Wealth Management
North Carolina
$7.87M +$183K +681 +2%
TCOT
578
Trust Company of Toledo
Ohio
$7.87M +$6.17K +23 +0.1%
FCH
579
Freestone Capital Holdings
Washington
$7.86M +$71K +265 +0.9%
Lido Advisors
580
Lido Advisors
California
$7.81M +$841K +3,137 +12%
AIM
581
Aigen Investment Management
New York
$7.79M +$7.79M +29,608 New
AAS
582
Avantax Advisory Services
Texas
$7.77M +$254K +948 +3%
CCG
583
Chatham Capital Group
Georgia
$7.73M -$210K -785 -3%
FMBTD
584
First Midwest Bank Trust Division
Illinois
$7.71M -$23.1K -86 -0.3%
EWM
585
Executive Wealth Management
Michigan
$7.69M +$267K +995 +4%
VF
586
Vest Financial
Virginia
$7.65M +$1.83M +6,835 +32%
VPIM
587
Vanguard Personalized Indexing Management
California
$7.57M +$2.98M +11,134 +65%
SCA
588
Stokes Capital Advisors
South Carolina
$7.5M -$16.6K -62 -0.2%
PWP
589
Principle Wealth Partners
Connecticut
$7.48M +$21.2K +79 +0.3%
MHIC
590
Marble Harbor Investment Counsel
Massachusetts
$7.48M +$16.1K +60 +0.2%
EWA
591
EP Wealth Advisors
California
$7.46M -$99.5K -371 -1%
SWM
592
Spire Wealth Management
Virginia
$7.44M +$1.31M +4,878 +21%
SIM
593
Seaview Investment Managers
Florida
$7.4M +$7.4M +27,600 New
FB
594
Fulton Bank
Pennsylvania
$7.4M +$77.7K +290 +1%
OCAM
595
Onex Canada Asset Management
Ontario, Canada
$7.37M +$67.3K +251 +0.9%
Wealth Enhancement Advisory Services
596
Wealth Enhancement Advisory Services
Minnesota
$7.35M -$1.41M -5,474 -16%
TFA
597
Toth Financial Advisory
Virginia
$7.33M -$22K -82 -0.3%
CAG
598
Crestwood Advisors Group
Massachusetts
$7.32M -$80.7K -301 -1%
CCM
599
Consolidated Capital Management
California
$7.29M +$37.3K +139 +0.5%
SPC
600
Sigma Planning Corp
Michigan
$7.27M +$44K +164 +0.6%
22 23
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