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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 %
CA
626
Clearstead Advisors
Ohio
$6.68M +$222K +828 +3%
RIL
627
Rothschild Investment LLC
Illinois
$6.68M -$291K -1,086 -4%
DBT
628
Dubuque Bank & Trust
Iowa
$6.65M -$131K -487 -2%
CBTWT
629
Community Bank & Trust (Waco, Texas)
Texas
$6.64M +$21.4K +80 +0.3%
WAOTB
630
Wealth Advisors of Tampa Bay
Florida
$6.62M +$3.3M +12,299 +99%
KFP
631
KMG Fiduciary Partners
Ohio
$6.61M +$443K +1,654 +7%
PA
632
Perennial Advisors
New York
$6.6M +$135K +503 +2%
IC
633
IEQ Capital
California
$6.58M +$244K +912 +4%
ST
634
Smithfield Trust
Pennsylvania
$6.58M -$5.36K -20 -0.1%
S
635
Seeyond
France
$6.56M -$3.29M -12,270 -33%
SC
636
Savant Capital
Illinois
$6.56M -$73.5K -274 -1%
PPW
637
Parcion Private Wealth
Washington
$6.55M +$175K +680 +3%
AWM
638
Apollon Wealth Management
South Carolina
$6.54M +$2.23M +8,326 +52%
RBA
639
Richard Bernstein Advisors
New York
$6.53M – – –
HFS
640
Hantz Financial Services
Michigan
$6.52M +$303K +1,129 +5%
MCM
641
Mattern Capital Management
Colorado
$6.5M +$29.5K +110 +0.5%
PBT
642
Pictet Bank & Trust
Bahamas
$6.45M +$1.76M +6,580 +38%
LNWWM
643
Laird Norton Wetherby Wealth Management
California
$6.44M +$168K +626 +3%
APP
644
Avantax Planning Partners
Iowa
$6.38M +$1.64M +6,103 +34%
BS
645
Boenning & Scattergood
Pennsylvania
$6.38M -$72.9K -272 -1%
PTB
646
Pioneer Trust Bank
Oregon
$6.34M +$37.3K +139 +0.6%
OHIS
647
Oak Harvest Investment Services
Texas
$6.32M +$673K +2,510 +12%
LNC
648
Lincoln National Corp
Pennsylvania
$6.3M +$96K +358 +2%
DAS
649
Dynamic Advisor Solutions
Arizona
$6.28M +$704K +2,626 +13%
NSIM
650
North Star Investment Management
Illinois
$6.26M +$57.9K +216 +0.9%
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