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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 %
HNWAG
1801
High Net Worth Advisory Group
Florida
$748K -$115K -436 -13%
GFS
1802
GYL Financial Synergies
Connecticut
$746K +$5.8K +22 +0.8%
FA
1803
Fagan Associates
New York
$745K – – –
MIM
1804
Miller Investment Management
Pennsylvania
$745K – – –
PCG
1805
Prosperity Consulting Group
Maryland
$744K +$16.1K +61 +2%
CWA
1806
Clearview Wealth Advisors
Oregon
$743K +$264 +1 +0%
OPOWM
1807
One Plus One Wealth Management
Florida
$743K -$17.4K -66 -2%
SFG
1808
Summit Financial Group
West Virginia
$743K – – –
GIA
1809
GHP Investment Advisors
Colorado
$742K +$34.3K +130 +5%
AAS
1810
Annex Advisory Services
Wisconsin
$741K -$38K -144 -5%
GCP
1811
GSA Capital Partners
United Kingdom
$740K +$490K +1,860 +196%
GLLW
1812
Graves Light Lenhart Wealth
Virginia
$740K -$68.8K -261 -9%
EFG
1813
Everhart Financial Group
Ohio
$740K -$34.5K -131 -4%
ZB
1814
Zions Bancorporation
Utah
$739K -$195K -741 -21%
HFS
1815
Heritage Financial Services
Massachusetts
$739K +$21.3K +81 +3%
ISWM
1816
Independent Solutions Wealth Management
New York
$737K -$35.8K -136 -5%
FCFC
1817
First Citizens Financial Corp
Iowa
$736K +$52.7K +200 +8%
SG
1818
Stonnington Group
California
$735K -$41.7K -155 -5%
LAM
1819
LifePro Asset Management
California
$735K -$274K -1,038 -27%
PEA
1820
Park Edge Advisors
Ohio
$733K +$733K +2,783 New
SWM
1821
Silverlake Wealth Management
Vermont
$733K +$36.9K +140 +5%
SAM
1822
S.A. Mason
Michigan
$733K +$264 +1 +0%
HFAS
1823
Hummer Financial Advisory Services
Illinois
$733K -$26.4K -100 -3%
ZF
1824
Zhang Financial
Michigan
$731K +$15K +57 +2%
SWA
1825
Strata Wealth Advisors
Texas
$729K +$729K +2,766 New
71 72
73
74 75