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McDonald's
MCD

Overview Fund Activity

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$832M
2
DZ Bank
DZ Bank
Germany
+$416M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$321M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$211M

Top Sellers

1
State Street
State Street
Massachusetts
-$510M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$507M
3
Renaissance Technologies
Renaissance Technologies
New York
-$343M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
1601
Caption Management
Oklahoma
$926K +$926K +3,750 New
EC
1602
Enhancing Capital
Pennsylvania
$925K – – –
BMC
1603
Beaton Management Company
Massachusetts
$925K – – –
JWM
1604
Jeppson Wealth Management
California
$923K +$391K +1,585 +74%
CPA
1605
Cardiff Park Advisors
California
$922K -$6.42K -26 -0.7%
WDG
1606
Wealth Dimensions Group
Ohio
$917K -$8.89K -36 -1%
CWM
1607
Cahaba Wealth Management
Georgia
$916K -$44.7K -181 -5%
FFS
1608
Founders Financial Securities
Maryland
$916K +$2.47K +10 +0.3%
PF
1609
Phoenix Financial
Israel
$911K -$239K -967 -21%
WPW
1610
Warther Private Wealth
Ohio
$910K -$41.7K -165 -4%
LI
1611
LMCG Investments
Massachusetts
$909K -$741 -3 -0.1%
CWP
1612
Concord Wealth Partners
Virginia
$908K -$35.6K -144 -4%
MFG
1613
Magnus Financial Group
New York
$908K +$131K +529 +17%
AIS
1614
American Investment Services
Massachusetts
$905K +$12.6K +51 +1%
CA
1615
CGN Advisors
Kansas
$904K +$68.2K +276 +8%
CCM
1616
Compass Capital Management
Minnesota
$903K – – –
OFG
1617
OmniStar Financial Group
North Carolina
$903K +$22K +89 +2%
EIA
1618
Eldridge Investment Advisors
New Hampshire
$900K – – –
MCM
1619
MV Capital Management
Maryland
$900K +$7.65K +31 +0.9%
NCM
1620
NCM Capital Management
New Jersey
$898K +$494 +2 +0.1%
RBC
1621
Roble Belko & Company
Pennsylvania
$896K – – –
DFA
1622
DHJJ Financial Advisors
Illinois
$896K – – –
FIM
1623
Freedom Investment Management
Connecticut
$895K -$372K -1,508 -29%
GWM
1624
GDS Wealth Management
Texas
$890K – – –
COCM
1625
Charter Oak Capital Management
New Hampshire
$890K +$1.73K +7 +0.2%
63 64
65
66 67