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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 %
GT
826
Greenleaf Trust
Michigan
$4.07M +$166K +618 +4%
FTDI
827
First Trust Direct Indexing
Massachusetts
$4.06M +$42.6K +159 +1%
CFA
828
Carroll Financial Associates
North Carolina
$4.06M +$861K +3,211 +27%
GIP
829
Greatmark Investment Partners
Georgia
$4.06M -$5.36K -20 -0.1%
MGIA
830
Moneta Group Investment Advisors
Missouri
$4.05M +$230K +859 +6%
PWMAG
831
Pinnacle Wealth Management Advisory Group
New Jersey
$4.04M +$1.19M +4,456 +42%
ST
832
Spinnaker Trust
Maine
$4.04M -$13.7K -51 -0.3%
DA
833
Dillon & Associates
Michigan
$4.03M -$271K -1,013 -6%
GCM
834
Gables Capital Management
Florida
$4.02M -$22.5K -84 -0.6%
CWG
835
Cornerstone Wealth Group
North Carolina
$4.01M +$3.6M +13,415 +870%
ET
836
Equitable Trust
Tennessee
$4.01M +$321K +1,196 +9%
GWM
837
GSB Wealth Management
Connecticut
$4M +$1.75M +6,534 +78%
FAP
838
Financial Advisory Partners
Florida
$3.99M +$3.99M +14,902 New
WPP
839
Whalerock Point Partners
Rhode Island
$3.99M +$46.9K +175 +1%
TPA
840
Trivium Point Advisory
Connecticut
$3.96M +$59.8K +223 +2%
MIAN
841
Mariner Independent Advisor Network
Kansas
$3.95M -$165K -613 -4%
AW
842
ACG Wealth
Georgia
$3.95M -$1.58M -5,899 -29%
American Century Companies
843
American Century Companies
Missouri
$3.94M -$8.3M -30,975 -68%
SLI
844
Sumitomo Life Insurance
Japan
$3.94M -$376K -1,402 -9%
EA
845
Ellsworth Advisors
Ohio
$3.93M +$838K +3,127 +27%
DCM
846
Dupont Capital Management
Delaware
$3.92M -$2.8M -10,458 -42%
IA
847
IFP Advisors
Florida
$3.89M +$114K +424 +3%
MPI
848
Mairs & Power Inc
Minnesota
$3.88M -$42.4K -158 -1%
HSA
849
HBK Sorce Advisory
Pennsylvania
$3.87M +$23.6K +88 +0.6%
PL
850
Parthenon LLC
Kentucky
$3.85M – – –
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