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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 %
OFS
1801
Oldfather Financial Services
Nebraska
$699K +$1.02K +4 +0.1%
SA
1802
Strategic Advisors
New York
$698K -$68.2K -276 -9%
KCM
1803
Karp Capital Management
California
$698K – – –
CBA
1804
Coastal Bridge Advisors
Connecticut
$698K +$247 +1 +0%
ACP
1805
Aviance Capital Partners
Florida
$695K -$28.5K -115 -4%
KA
1806
Kozak & Associates
Colorado
$694K – – –
HCM
1807
Howland Capital Management
Massachusetts
$694K +$24.8K +100 +4%
WEG
1808
World Equity Group
Illinois
$691K +$691K +2,795 New
MYIA
1809
Mount Yale Investment Advisors
Colorado
$691K +$23K +93 +3%
DLA
1810
Douglas Lane & Associates
New York
$690K -$16.3K -66 -2%
AW
1811
Alaethes Wealth
Nevada
$689K -$564K -2,284 -45%
PPP
1812
Private Portfolio Partners
New Jersey
$688K -$19.3K -78 -3%
JCM
1813
Jag Capital Management
Missouri
$685K -$122K -546 -15%
SIC
1814
Sterling Investment Counsel
New York
$683K +$159K +642 +30%
TC
1815
Tsai Capital
New York
$682K -$96.4K -390 -12%
WPC
1816
Waters Parkerson & Co
Louisiana
$680K -$5.44K -22 -0.8%
CWM
1817
Concentric Wealth Management
California
$680K +$247 +1 +0%
NFG
1818
Nations Financial Group
Iowa
$680K +$125K +505 +22%
CRWM
1819
Castle Rock Wealth Management
California
$677K +$28.9K +113 +4%
WAG
1820
Winthrop Advisory Group
Massachusetts
$676K +$3.96K +16 +0.6%
GTCM
1821
Gyon Technologies Capital Management
New Jersey
$675K -$402K -1,628 -37%
BSA
1822
Braun Stacey Associates
New York
$674K +$49.5K +200 +8%
HWA
1823
Heartwood Wealth Advisors
Virginia
$674K +$300K +1,212 +80%
AFM
1824
Andesa Financial Management
Pennsylvania
$670K -$135K -548 -17%
CHJWM
1825
Carlton Hofferkamp & Jenks Wealth Management
Texas
$670K – – –
71 72
73
74 75