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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 %
LRPA
1151
L. Roy Papp & Associates
Arizona
$2.15M -$14.8K -56 -0.7%
PA
1152
Procyon Advisors
Connecticut
$2.14M +$519K +1,969 +32%
FMAEN1
1153
Fund Management at Engine No 1
California
$2.12M +$261K +989 +14%
EWA
1154
Etesian Wealth Advisors
Oregon
$2.12M +$2.12M +8,049 New
CI
1155
Centerstone Investors
New York
$2.12M +$119K +450 +6%
AT
1156
American Trust
Kentucky
$2.12M -$129K -489 -6%
CQS
1157
Credential Qtrade Securities
$2.12M -$95.1K -361 -4%
WTB
1158
Washington Trust Bank
Washington
$2.11M -$143K -543 -6%
FB
1159
Fulton Bank
Pennsylvania
$2.11M -$5.53K -21 -0.3%
DPIM
1160
Duff & Phelps Investment Management
Illinois
$2.1M – – –
OIA
1161
Optimum Investment Advisors
Illinois
$2.1M -$24.2K -92 -1%
AWAG
1162
ARS Wealth Advisors Group
Florida
$2.09M -$761K -2,888 -27%
SIA
1163
Schechter Investment Advisors
Michigan
$2.09M +$78.8K +299 +4%
BHA
1164
Beech Hill Advisors
New York
$2.09M -$1.26M -4,785 -38%
AWM
1165
Aevitas Wealth Management
Massachusetts
$2.09M +$61.1K +232 +3%
JPMIA
1166
J.P. Marvel Investment Advisors
Massachusetts
$2.08M – – –
CCM
1167
CTC Capital Management
Illinois
$2.07M +$830K +3,150 +67%
JAFL
1168
Jay A. Fishman Ltd
Michigan
$2.07M – – –
BKA
1169
Brick & Kyle Associates
Pennsylvania
$2.07M -$235K -893 -10%
CAM
1170
Cypress Asset Management
Texas
$2.06M -$69.8K -265 -3%
4WM
1171
44 Wealth Management
Oregon
$2.06M +$285K +1,082 +16%
HAC
1172
Harbor Advisory Corp
New Hampshire
$2.05M – – –
AWA
1173
Arkadios Wealth Advisors
Georgia
$2.05M -$1.01M -3,841 -33%
RG
1174
Richelieu Gestion
France
$2.05M -$424K -1,609 -17%
PHS
1175
Pekin Hardy Strauss
Illinois
$2.05M -$12.6K -48 -0.6%
45 46
47
48 49