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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 %
GC
1801
Grace Capital
Massachusetts
$751K +$107K +400 +17%
PMFA
1802
Plante Moran Financial Advisors
Michigan
$748K -$160K -596 -18%
ACA
1803
Aptus Capital Advisors
Alabama
$747K +$3.48K +13 +0.5%
WPC
1804
Waters Parkerson & Co
Louisiana
$743K +$11.8K +44 +2%
HFAS
1805
Hummer Financial Advisory Services
Illinois
$737K -$80.4K -300 -10%
CWM
1806
Concentric Wealth Management
California
$737K – – –
HWM
1807
Horizon Wealth Management
Illinois
$737K +$737K +2,748 New
SIM
1808
Sadoff Investment Management
Wisconsin
$736K +$13.4K +50 +2%
STAS
1809
Strong Tower Advisory Services
Minnesota
$736K +$28.7K +107 +4%
WA
1810
Waverly Advisors
Alabama
$735K -$194K -759 -21%
EWA
1811
EverSource Wealth Advisors
Alabama
$733K +$733K +2,737 New
ARC
1812
Advisor Resource Council
Texas
$732K +$732K +2,732 New
TCWM
1813
Total Clarity Wealth Management
Illinois
$731K +$95.1K +355 +15%
WAG
1814
Winthrop Advisory Group
Massachusetts
$729K -$4.83K -18 -0.7%
DWP
1815
Destiny Wealth Partners
Florida
$728K -$31.4K -117 -4%
IIA
1816
Integral Investment Advisors
California
$728K +$728K +2,715 New
HCM
1817
Howland Capital Management
Massachusetts
$725K +$29.2K +109 +4%
MYIA
1818
Mount Yale Investment Advisors
Colorado
$724K +$24.9K +93 +4%
OFG
1819
Oxford Financial Group
Indiana
$723K -$74.5K -278 -9%
GTAM
1820
Global Trust Asset Management
Florida
$723K +$189K +705 +35%
CSPAM
1821
Cary Street Partners Asset Management
Virginia
$722K +$224K +836 +45%
MCM
1822
McRae Capital Management
New Jersey
$716K -$141K -525 -16%
ETC
1823
Exchange Traded Concepts
Oklahoma
$710K -$6.03M -22,489 -89%
RZH
1824
Relyea Zuckerberg Hanson
Connecticut
$709K +$293K +1,149 +70%
ANBT
1825
American National Bank & Trust
Texas
$706K -$17.7K -66 -2%
71 72
73
74 75