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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 %
SAF
1826
Smith Anglin Financial
Texas
$704K +$3.48K +13 +0.5%
SWM
1827
Silverlake Wealth Management
Vermont
$704K +$704K +2,626 New
IA
1828
IAM Advisory
Pennsylvania
$703K +$3.7K +14 +0.5%
WF
1829
Warner Financial
Maryland
$702K +$702K +2,620 New
JSL
1830
JT Stratford LLC
Georgia
$701K +$804 +3 +0.1%
PG
1831
Patten Group
Tennessee
$700K – – –
RM
1832
Resource Management
Louisiana
$700K +$268 +1 +0%
AIM
1833
Avity Investment Management
Connecticut
$699K +$8.58K +32 +1%
AL
1834
Aspiriant LLC
California
$698K +$103K +386 +17%
EA
1835
Elm Advisors
California
$697K – – –
MAG
1836
MRA Advisory Group
New Jersey
$697K +$120K +446 +21%
LCS
1837
Levin Capital Strategies
New York
$696K +$696K +2,596 New
BFA
1838
Bill Few Associates
Pennsylvania
$696K +$696K +2,596 New
OFS
1839
Oldfather Financial Services
Nebraska
$695K +$3.54K +14 +0.5%
KA
1840
Kozak & Associates
Colorado
$694K +$14K +63 +2%
TPWA
1841
TRUE Private Wealth Advisors
Oregon
$694K +$179K +667 +35%
AIA
1842
Angeles Investment Advisors
California
$693K +$290K +1,080 +72%
WP
1843
Waycross Partners
Kentucky
$691K – – –
BCM
1844
Boltwood Capital Management
California
$690K -$9.65K -36 -1%
VST
1845
Van Strum & Towne
California
$690K -$6.7K -25 -1%
DLCIG
1846
D.L. Carlson Investment Group
New Hampshire
$690K – – –
SDIC
1847
South Dakota Investment Council
South Dakota
$688K -$349K -1,300 -34%
CAM
1848
CenterStar Asset Management
Illinois
$688K – – –
AAS
1849
Annex Advisory Services
Wisconsin
$688K +$60.6K +226 +10%
JLBC
1850
J.L. Bainbridge & Co
Florida
$687K – – –
72 73
74
75 76