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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1701
HMS Capital Management
Tennessee
$805K +$805K +3,255 New
UAML
1702
US Asset Management LLC
Pennsylvania
$802K – – –
JC
1703
Jentner Corp
Ohio
$801K +$4.7K +19 +0.6%
SFP
1704
Sweet Financial Partners
Minnesota
$801K +$568K +2,296 +244%
KCM
1705
KRS Capital Management
Michigan
$800K +$742 +3 +0.1%
5L
1706
55I LLC
Massachusetts
$796K -$10.6K -43 -1%
MWPCG
1707
Measured Wealth Private Client Group
New Hampshire
$795K -$54.4K -220 -6%
FA
1708
Fagan Associates
New York
$795K -$2.47K -10 -0.3%
MGWM
1709
Marks Group Wealth Management
Minnesota
$793K +$167K +677 +27%
WCM
1710
WealthBridge Capital Management
Ohio
$792K – – –
VCWA
1711
Vanguard Capital Wealth Advisors
Colorado
$791K -$189K -764 -19%
GCIA
1712
Gabelli & Co Investment Advisers
New York
$791K – – –
AIM
1713
Alhambra Investment Management
Florida
$791K +$17.3K +70 +2%
LNWTC
1714
Laird Norton Wetherby Trust Company
Washington
$789K -$44K -178 -5%
TA
1715
TruWealth Advisors
Louisiana
$789K +$57.6K +233 +8%
FPWM
1716
FSB Premier Wealth Management
Iowa
$788K -$28.4K -112 -3%
CG
1717
Corundum Group
Colorado
$788K +$29.7K +120 +4%
RB
1718
Renasant Bank
Mississippi
$785K +$401K +1,622 +105%
LMKC
1719
L.M. Kohn & Company
Ohio
$785K +$785K +3,172 New
MRCM
1720
M&R Capital Management
New Jersey
$783K +$54.2K +219 +7%
ECG
1721
Edge Capital Group
Georgia
$782K -$14.1K -57 -2%
CC
1722
Cannell & Co
New York
$781K – – –
ACA
1723
Affinity Capital Advisors
California
$780K -$23K -93 -3%
BMC
1724
Benin Management Corp
Connecticut
$780K -$247 -1 -0%
FIA
1725
Foundations Investment Advisors
Arizona
$780K +$6.77K +27 +0.9%
67 68
69
70 71