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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 %
FWM
1726
Forza Wealth Management
Florida
$844K +$844K +3,203 New
FDCC
1727
Foster Dykema Cabot & Co
Massachusetts
$844K -$154K -583 -15%
UW
1728
Unique Wealth
Florida
$843K +$843K +3,201 New
NA
1729
Navellier & Associates
Nevada
$843K +$26.4K +100 +3%
COCM
1730
Charter Oak Capital Management
New Hampshire
$843K +$38.2K +145 +5%
CRWM
1731
Castle Rock Wealth Management
California
$841K +$37.4K +136 +5%
DC
1732
DeDora Capital
California
$841K +$264 +1 +0%
CA
1733
CapWealth Advisors
Tennessee
$840K +$52.7K +200 +7%
LSC
1734
Lesa Sroufe & Co
Washington
$840K – – –
EAM
1735
Evanson Asset Management
California
$840K -$73.8K -280 -8%
WCM
1736
WealthBridge Capital Management
Ohio
$840K -$4.48K -17 -0.5%
AL
1737
Aspiriant LLC
California
$839K -$11.9K -45 -1%
PWM
1738
Praetorian Wealth Management
California
$839K -$2.11K -8 -0.3%
ICM
1739
IMS Capital Management
Oregon
$837K +$13.4K +51 +2%
WP
1740
WealthShield Partners
North Carolina
$837K +$8.7K +33 +1%
WF
1741
Wayfinding Financial
Washington
$836K -$75.1K -302 -8%
AIM
1742
Alhambra Investment Management
Florida
$833K -$1.85K -7 -0.2%
SIC
1743
Sterling Investment Counsel
New York
$833K +$24.5K +93 +3%
MME
1744
Meag Munich Ergo
Germany
$832K – – –
SWA
1745
Sax Wealth Advisors
New Jersey
$832K -$33.7K -128 -4%
BWA
1746
Bordeaux Wealth Advisors
California
$830K -$12.4K -47 -1%
FFG
1747
Frisch Financial Group
New York
$830K +$2.11K +8 +0.3%
ACP
1748
Aviance Capital Partners
Florida
$830K +$83.8K +318 +11%
CANY
1749
Caxton Associates (New York)
New York
$826K -$325K -1,235 -28%
PCMN
1750
Paradigm Capital Management (Nevada)
Nevada
$824K -$19.8K -75 -2%
68 69
70
71 72