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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 %
NME
1776
Notis-McConarty Edward
$771K – – –
HFS
1777
Heritage Financial Services
Massachusetts
$769K +$769K +2,871 New
KS
1778
Karpas Strategies
Connecticut
$768K – – –
DDC
1779
DF Dent & Co
Maryland
$767K +$44.3K +165 +6%
PPP
1780
Private Portfolio Partners
New Jersey
$767K +$17.4K +65 +2%
DLA
1781
Douglas Lane & Associates
New York
$766K -$69.5K -259 -8%
MA
1782
MJP Associates
Connecticut
$766K -$17.2K -64 -2%
KFA
1783
Kelleher Financial Advisors
New York
$766K – – –
RFA
1784
Reilly Financial Advisors
California
$765K -$19.6K -73 -2%
SWM
1785
Stockman Wealth Management
Montana
$765K +$804 +3 +0.1%
JFA
1786
Johanson Financial Advisors
California
$765K +$3.49K +13 +0.5%
AWA
1787
Aaron Wealth Advisors
Illinois
$765K +$12.6K +47 +2%
OFS
1788
Orrstown Financial Services
Pennsylvania
$764K -$16.7K -64 -2%
FCFC
1789
First Citizens Financial Corp
Iowa
$762K -$7.24K -27 -0.9%
CC
1790
Constitution Capital
Connecticut
$759K +$20.1K +75 +3%
GC
1791
Garde Capital
Washington
$759K +$29.7K +111 +4%
SAM
1792
S.A. Mason
Michigan
$758K -$2.41K -9 -0.3%
MIM
1793
Miller Investment Management
Pennsylvania
$758K – – –
KCM
1794
Karp Capital Management
California
$757K -$53.6K -200 -7%
CBA
1795
Coastal Bridge Advisors
Connecticut
$757K +$33.5K +125 +5%
VAM
1796
Verity Asset Management
North Carolina
$754K +$536 +2 +0.1%
IAM
1797
Infusive Asset Management
New York
$753K -$14.7M -54,658 -95%
GFS
1798
GYL Financial Synergies
Connecticut
$753K +$8.85K +33 +1%
CNBTD
1799
Citizens National Bank Trust Department
Mississippi
$751K -$2.09M -7,796 -74%
PWA
1800
Providence Wealth Advisors
Illinois
$751K -$43.4K -164 -5%
70 71
72
73 74