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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 %
DFA
1601
DHJJ Financial Advisors
Illinois
$1.01M +$16.9K +63 +2%
IF
1602
Ironwood Financial
Arizona
$1.01M – – –
RCA
1603
Roberts Capital Advisors
Colorado
$1.01M +$1.01M +3,772 New
BWA
1604
Bordeaux Wealth Advisors
California
$1.01M – – –
LPT
1605
Legacy Private Trust
Wisconsin
$1.01M -$34.8K -130 -3%
SB
1606
Sunflower Bank
Texas
$1.01M -$4.29K -16 -0.4%
NAMM
1607
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.01M – – –
ONST
1608
Old North State Trust
North Carolina
$1.01M +$125K +465 +14%
NCM
1609
Noesis Capital Mangement
Florida
$1.01M -$58.7K -219 -6%
BMC
1610
Beaton Management Company
Massachusetts
$1.01M – – –
EC
1611
Enhancing Capital
Pennsylvania
$1M +$1M +3,745 New
CFFP
1612
Center for Financial Planning
Michigan
$1M +$19K +71 +2%
AWM
1613
Accurate Wealth Management
Florida
$1M +$76.6K +300 +8%
BMO
1614
Beck Mack & Oliver
New York
$1M -$40.2K -150 -4%
GD
1615
Grandfield & Dodd
New York
$1M -$20.6K -77 -2%
LWAM
1616
Legacy Wealth Asset Management
Minnesota
$1M +$36.5K +136 +4%
WDG
1617
Wealth Dimensions Group
Ohio
$1M +$86.6K +323 +9%
BI
1618
Beecher Investors
Connecticut
$1M +$1M +3,730 New
IBOK
1619
Independence Bank of Kentucky
Kentucky
$996K -$110K -410 -10%
GA
1620
GraniteShares Advisors
New York
$993K +$993K +3,707 New
LSV Asset Management
1621
LSV Asset Management
Illinois
$992K – – –
CFCI
1622
Comprehensive Financial Consultants Institutional
Indiana
$992K +$992K +3,978 New
PTC
1623
Philadelphia Trust Company
Pennsylvania
$984K -$38.9K -145 -4%
TIAM2
1624
Tru Independence Asset Management 2
Oregon
$984K +$115K +428 +13%
EIA
1625
Eldridge Investment Advisors
New Hampshire
$981K – – –
63 64
65
66 67