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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 %
BC
1751
Blackhill Capital
New Jersey
$804K – – –
GG
1752
Gleason Group
Kentucky
$803K +$4.29K +16 +0.5%
BWM
1753
BT Wealth Management
Georgia
$803K +$803K +2,994 New
WIA
1754
Westbourne Investment Advisors
Maryland
$799K +$799K +2,981 New
AIA
1755
AIMZ Investment Advisors
California
$798K – – –
SSWM
1756
Smith Salley Wealth Management
North Carolina
$797K -$20.9K -78 -3%
PS
1757
Planned Solutions
California
$794K +$794K +2,963 New
NAG
1758
Northstar Advisory Group
New Jersey
$793K +$793K +2,959 New
CCB
1759
Cutter & Co Brokerage
Missouri
$792K -$8.31K -31 -1%
TA
1760
TruWealth Advisors
Louisiana
$792K +$2.95K +11 +0.4%
JWBC
1761
John W. Bristol & Co
New York
$791K – – –
SFG
1762
SNS Financial Group
Minnesota
$791K +$1.34K +5 +0.2%
MRCM
1763
M&R Capital Management
New Jersey
$790K +$18.5K +69 +2%
CL
1764
CPWM LLC
Washington
$789K – – –
HI
1765
Hoey Investments
Pennsylvania
$788K +$8.31K +31 +1%
RP
1766
Riverbridge Partners
Minnesota
$787K – – –
ACP
1767
Aviance Capital Partners
Florida
$784K +$804 +3 +0.1%
GPA
1768
Garrison Point Advisors
California
$784K +$1.34K +5 +0.2%
AWA
1769
Alta Wealth Advisors
Massachusetts
$782K +$26.8K +100 +4%
OCM
1770
One Capital Management
California
$782K +$333K +1,245 +74%
ICM
1771
IMS Capital Management
Oregon
$777K +$107K +400 +16%
ER
1772
Enlightenment Research
Florida
$777K +$777K +2,900 New
OPOWM
1773
One Plus One Wealth Management
Florida
$776K +$5.37K +20 +0.7%
MSFP
1774
Mark Sheptoff Financial Planning
Connecticut
$773K +$67.6K +252 +10%
EA
1775
Eudaimonia Advisors
Tennessee
$772K +$772K +2,881 New
69 70
71
72 73