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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 %
JEST
1651
JTC Employer Solutions Trustee
Jersey
$949K – – –
NEI
1652
Northwest & Ethical Investments
Ontario, Canada
$941K +$941K +3,511 New
CA
1653
Continuum Advisory
Idaho
$941K -$12.4K -335 -1%
WFMPM
1654
Woodley Farra Manion Portfolio Management
Indiana
$936K +$59K +220 +7%
FFA
1655
Fragasso Financial Advisors
Pennsylvania
$933K +$11K +41 +1%
WP
1656
WealthShield Partners
North Carolina
$933K +$175K +653 +23%
SWA
1657
Sax Wealth Advisors
New Jersey
$932K -$53.1K -198 -5%
RBFC
1658
Roman Butler Fullerton & Co
Missouri
$929K -$31.4K -117 -3%
LFA
1659
Legacy Financial Advisors
Kentucky
$928K +$37.8K +141 +4%
GAM
1660
Gould Asset Management
California
$928K +$72.9K +272 +9%
TA
1661
Tectonic Advisors
Texas
$924K – – –
OFG
1662
OmniStar Financial Group
North Carolina
$924K +$52.5K +196 +6%
T
1663
TCWP
Ohio
$924K +$924K +3,448 New
WDL
1664
Well Done LLC
Michigan
$923K +$580K +2,162 +169%
MWPCG
1665
Measured Wealth Private Client Group
New Hampshire
$921K -$29.5K -110 -3%
FMN
1666
Financial Management Network
California
$915K +$11.3K +42 +1%
SAM
1667
Secure Asset Management
Michigan
$912K +$7.5K +28 +0.8%
MFC
1668
Morris Financial Concepts
South Carolina
$912K +$912K +3,401 New
BWP
1669
BSW Wealth Partners
Colorado
$910K +$67.3K +251 +8%
WI
1670
WrapManager Inc
California
$909K +$71K +265 +8%
KFI
1671
Key Financial Inc
Pennsylvania
$906K -$2.68K -10 -0.3%
LNWTC
1672
Laird Norton Wetherby Trust Company
Washington
$903K -$130K -487 -13%
GIM
1673
Goelzer Investment Management
Indiana
$903K -$21.4K -80 -2%
IWA
1674
Inspirion Wealth Advisors
Illinois
$903K +$1.07K +4 +0.1%
TCM
1675
Twin Capital Management
Pennsylvania
$899K +$390K +1,455 +77%
65 66
67
68 69