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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$6.76M +$838K +3,390 +14%
EWA
602
EP Wealth Advisors
California
$6.74M -$142K -573 -2%
TFA
603
Toth Financial Advisory
Virginia
$6.71M -$54.9K -222 -0.8%
WWM
604
Western Wealth Management
Colorado
$6.7M +$3.22M +13,035 +93%
OCAM
605
Onex Canada Asset Management
Ontario, Canada
$6.68M -$118K -476 -2%
CAG
606
Crestwood Advisors Group
Massachusetts
$6.68M -$72.7K -294 -1%
DCM
607
Donaldson Capital Management
Indiana
$6.65M -$1.86M -7,538 -22%
Lido Advisors
608
Lido Advisors
California
$6.63M -$575K -2,327 -8%
PFP
609
Pinnacle Financial Partners
Tennessee
$6.62M +$202K +815 +3%
NIMI
610
Natixis Investment Managers International
France
$6.62M +$6.62M +26,760 New
FNB
611
Farmers National Bank
Kentucky
$6.56M -$32.1K -130 -0.5%
BFA
612
Benedict Financial Advisors
Georgia
$6.55M -$51.4K -208 -0.8%
CBTWT
613
Community Bank & Trust (Waco, Texas)
Texas
$6.5M +$380K +1,538 +6%
CM
614
Churchill Management
California
$6.49M +$28.2K +114 +0.4%
PA
615
Perennial Advisors
New York
$6.48M +$386K +1,562 +6%
KWM
616
Kingsview Wealth Management
Oregon
$6.47M -$17.8K -72 -0.3%
ECM
617
ExodusPoint Capital Management
New York
$6.45M +$1.84M +7,429 +40%
CIA
618
Covington Investment Advisors
Pennsylvania
$6.45M -$3.71K -15 -0.1%
IC
619
IEQ Capital
California
$6.38M +$307K +1,243 +5%
TNB
620
Thomasville National Bank
Georgia
$6.35M -$169K -685 -3%
RVPG
621
Relative Value Partners Group
$6.32M +$6.32M +25,573 New
HFS
622
Hantz Financial Services
Michigan
$6.32M +$313K +1,266 +5%
FCBT
623
First Citizens Bank & Trust
North Carolina
$6.31M +$75.2K +304 +1%
CNAM
624
Campbell Newman Asset Management
Wisconsin
$6.3M – – –
FA
625
FDx Advisors
Illinois
$6.28M -$4.19M -16,946 -40%
23 24
25
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