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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 %
HFM
1501
Hartford Financial Management
Connecticut
$1.19M -$527 -2 -0%
TWM
1502
Tradition Wealth Management
Minnesota
$1.19M +$56.6K +215 +5%
FMN
1503
Financial Management Network
California
$1.19M +$76.4K +289 +7%
JCM
1504
Jag Capital Management
Missouri
$1.19M +$221K +840 +23%
IWA
1505
IBEX Wealth Advisors
New Jersey
$1.19M +$62.2K +236 +6%
FFP
1506
FourThought Financial Partners
Florida
$1.19M +$1.19M +4,502 New
CA
1507
Claar Advisors
New York
$1.19M – – –
RHP
1508
Royal Harbor Partners
Texas
$1.18M – – –
WPC
1509
White Pine Capital
Minnesota
$1.18M +$6.85K +26 +0.6%
CST
1510
Charles Schwab Trust
Nevada
$1.18M +$556K +2,110 +90%
AG
1511
AIA Group
Hong Kong
$1.17M +$163K +618 +16%
FANJ
1512
Financial Architects (New Jersey)
New Jersey
$1.17M +$40.3K +153 +4%
AMBIA
1513
Allen Mooney & Barnes Investment Advisors
Georgia
$1.17M +$1.85K +7 +0.2%
AGAM
1514
Audent Global Asset Management
California
$1.17M -$152K -578 -12%
CWM
1515
Centric Wealth Management
Illinois
$1.17M +$40.3K +153 +4%
SFS
1516
Stiles Financial Services
Minnesota
$1.17M -$35.3K -134 -3%
HAS
1517
HBW Advisory Services
California
$1.17M -$498K -1,977 -30%
WPA
1518
Winning Points Advisors
Florida
$1.17M -$26.3K -100 -2%
WF
1519
WoodTrust Financial
Wisconsin
$1.16M – – –
BWA
1520
BDO Wealth Advisors
Florida
$1.16M +$24K +91 +2%
STC
1521
Sarah T. Connolly
$1.16M -$83K -315 -7%
MCM
1522
Mengis Capital Management
Oregon
$1.15M – – –
WTA
1523
Washington Trust Advisors
Massachusetts
$1.15M -$128K -484 -10%
MFG
1524
Magnus Financial Group
New York
$1.15M +$65.6K +249 +6%
SAA
1525
Southeast Asset Advisors
Georgia
$1.15M +$1.85K +7 +0.2%
59 60
61
62 63