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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 %
FAM
1576
Formidable Asset Management
Ohio
$1.03M -$264 -1 -0%
PWS
1577
Private Wealth Strategies
Ohio
$1.02M +$527 +2 +0.1%
AAG
1578
Armstrong Advisory Group
Massachusetts
$1.02M +$1.02M +3,879 New
CCA
1579
Cottonwood Capital Advisors
Utah
$1.02M -$64K -243 -6%
DA
1580
Doliver Advisors
Texas
$1.02M – – –
NAS
1581
Nicolet Advisory Services
Wisconsin
$1.02M +$155K +578 +18%
CM
1582
Caption Management
Oklahoma
$1.02M +$1.02M +3,865 New
WA
1583
Waverly Advisors
Alabama
$1.02M +$100K +380 +11%
IFWM
1584
Institute for Wealth Management
Colorado
$1.02M -$21.1K -80 -2%
PTC
1585
Philadelphia Trust Company
Pennsylvania
$1.02M +$21.3K +81 +2%
HI
1586
Human Investing
Oregon
$1.01M -$196K -742 -16%
BOM
1587
Bank of Marin
California
$1.01M -$10.3K -39 -1%
RW
1588
Rede Wealth
Virginia
$1.01M – – –
NCM
1589
Next Capital Management
New York
$1.01M -$2.37K -9 -0.2%
SFSG
1590
Sound Financial Strategies Group
Mississippi
$1.01M +$1.01M +3,833 New
HCWM
1591
Harrison & Co Wealth Management
Virginia
$1.01M +$17.1K +65 +2%
ONST
1592
Old North State Trust
North Carolina
$1.01M -$19K -72 -2%
JF
1593
Jump Financial
Illinois
$1.01M +$1.01M +3,825 New
CTFG
1594
Capstone Triton Financial Group
Oklahoma
$1.01M +$138K +524 +16%
JWM
1595
Jeppson Wealth Management
California
$1.01M -$13.2K -50 -1%
DTC
1596
Davidson Trust Company
Washington
$1.01M -$14K -53 -1%
KC
1597
Kenfarb & Co
Kentucky
$1.01M -$9.22K -35 -0.9%
PFP
1598
Paragon Financial Partners
California
$1.01M +$264 +1 +0%
SPWM
1599
Schrum Private Wealth Management
Florida
$1M -$93K -353 -8%
EIA
1600
Eldridge Investment Advisors
New Hampshire
$1M +$27.9K +106 +3%
62 63
64
65 66