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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 %
ZF
1826
Zhang Financial
Michigan
$669K +$125K +507 +23%
HWM
1827
Horizon Wealth Management
Illinois
$667K -$12.9K -52 -2%
GTAM
1828
Global Trust Asset Management
Florida
$667K – – –
CSPAM
1829
Cary Street Partners Asset Management
Virginia
$666K – – –
PFBT
1830
Parkside Financial Bank & Trust
Missouri
$663K +$41.3K +167 +7%
CWA
1831
Clearview Wealth Advisors
Oregon
$663K +$42.5K +172 +7%
IA
1832
IAM Advisory
Pennsylvania
$662K +$3.96K +16 +0.6%
AAS
1833
Annex Advisory Services
Wisconsin
$661K +$26K +105 +4%
MCM
1834
Monument Capital Management
Virginia
$661K +$38.1K +154 +6%
MAG
1835
MRA Advisory Group
New Jersey
$658K +$14.8K +60 +2%
HWAM
1836
Hennion & Walsh Asset Management
New Jersey
$658K +$658K +2,662 New
GIA
1837
GHP Investment Advisors
Colorado
$657K +$26.2K +106 +4%
GFS
1838
GYL Financial Synergies
Connecticut
$656K -$38.6K -156 -6%
TPWA
1839
TRUE Private Wealth Advisors
Oregon
$656K -$2.03K -8 -0.3%
SAF
1840
Smith Anglin Financial
Texas
$651K +$1.73K +7 +0.3%
MSFP
1841
Mark Sheptoff Financial Planning
Connecticut
$650K -$62.3K -252 -9%
LCM
1842
LCM Capital Management
Illinois
$650K +$42K +170 +7%
CA
1843
Calton & Associates
Florida
$649K -$128K -520 -17%
SWM
1844
Silverlake Wealth Management
Vermont
$648K -$1.24K -5 -0.2%
CCB
1845
Cutter & Co Brokerage
Missouri
$648K -$82.6K -334 -11%
AIM
1846
Avity Investment Management
Connecticut
$645K – – –
PG
1847
Patten Group
Tennessee
$643K -$2.22K -9 -0.3%
GSWM
1848
Golden State Wealth Management
California
$642K -$137K -556 -18%
VCM
1849
Vigilant Capital Management
Maine
$641K +$60.6K +245 +10%
PCG
1850
Prosperity Consulting Group
Maryland
$641K +$69.1K +279 +12%
72 73
74
75 76