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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 %
LA
751
LVW Advisors
New York
$4.89M -$35.1K -133 -0.7%
III
752
Independent Investors Inc
New York
$4.89M -$158K -600 -3%
CWG
753
Cornerstone Wealth Group
North Carolina
$4.85M -$75.4K -286 -2%
PA
754
PFG Advisors
Arizona
$4.84M +$153K +579 +3%
LFAS
755
Level Four Advisory Services
Texas
$4.82M +$733K +2,780 +18%
RWM
756
Ritholtz Wealth Management
New York
$4.82M +$1.03M +3,905 +27%
BC
757
Burney Company
Virginia
$4.82M -$12.9K -49 -0.3%
Impax Asset Management Group
758
Impax Asset Management Group
United Kingdom
$4.81M +$4.81M +18,270 New
CIC
759
Crawford Investment Counsel
Georgia
$4.81M +$70.6K +268 +1%
IWC
760
Integrated Wealth Concepts
Massachusetts
$4.8M +$256K +970 +6%
LDB
761
Lee, Danner & Bass
Tennessee
$4.8M +$306K +1,160 +7%
AG
762
Ascent Group
Virginia
$4.78M +$201K +763 +4%
NGA
763
Naples Global Advisors
Florida
$4.78M -$3.95K -15 -0.1%
AOWM
764
Alpha Omega Wealth Management
Virginia
$4.77M -$145K -550 -3%
Kovitz Investment Group Partners
765
Kovitz Investment Group Partners
Illinois
$4.76M -$1.7M -6,443 -26%
ISB
766
Iowa State Bank
Iowa
$4.72M -$212K -804 -4%
SCM
767
Spring Capital Management
Texas
$4.72M -$57.5K -218 -1%
VWMG
768
Virginia Wealth Management Group
Virginia
$4.71M +$107K +405 +2%
WB
769
Webster Bank
Connecticut
$4.69M +$17.7K +67 +0.4%
MGIA
770
Moneta Group Investment Advisors
Missouri
$4.68M -$148K -553 -3%
RBA
771
Richard Bernstein Advisors
New York
$4.68M -$1.2M -4,553 -20%
PT
772
Plimoth Trust
Massachusetts
$4.68M -$185K -703 -4%
EA
773
Ellsworth Advisors
Ohio
$4.64M +$86.5K +325 +2%
VWM
774
Valley Wealth Managers
New Jersey
$4.63M -$12.9K -49 -0.3%
FPB
775
First PREMIER Bank
South Dakota
$4.63M – – –
29 30
31
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