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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 %
PFBT
1826
Parkside Financial Bank & Trust
Missouri
$727K -$1.05K -4 -0.1%
KFA
1827
Kelleher Financial Advisors
New York
$727K – – –
SIC
1828
Samalin Investment Counsel
New York
$725K -$3.16K -12 -0.4%
FPWM
1829
FSB Premier Wealth Management
Iowa
$723K -$40.3K -153 -5%
VCM
1830
Vivaldi Capital Management
Illinois
$721K +$16.6K +62 +2%
SWM
1831
Stockman Wealth Management
Montana
$720K -$3.95K -15 -0.5%
V
1832
ViaWealth
Kansas
$717K +$717K +2,683 New
MCCA
1833
Mill Creek Capital Advisors
Pennsylvania
$716K +$716K +2,715 New
EA
1834
Eudaimonia Advisors
Tennessee
$715K +$3.43K +13 +0.5%
FSWA
1835
Financial Synergies Wealth Advisors
Texas
$714K +$42.4K +161 +6%
GPI
1836
General Partner Inc
Pennsylvania
$714K +$714K +2,709 New
PCS
1837
Personal CFO Solutions
New Jersey
$713K +$27.1K +103 +4%
PVH
1838
Psagot Value Holdings
Israel
$712K – – –
HIF
1839
Hill Island Financial
Michigan
$712K +$67.7K +257 +11%
LCM
1840
Landscape Capital Management
New Jersey
$711K +$711K +2,698 New
CSPAM
1841
Cary Street Partners Asset Management
Virginia
$710K – – –
CRI
1842
Colonial River Investments
Virginia
$709K -$214K -812 -23%
9WM
1843
9258 Wealth Management
Ohio
$707K +$14K +53 +2%
RDWM
1844
Red Door Wealth Management
Tennessee
$706K +$38.2K +145 +6%
MAG
1845
Mayfair Advisory Group
Alabama
$706K +$9.35K +35 +1%
BAM
1846
BOS Asset Management
Illinois
$704K +$704K +2,672 New
CD
1847
Chapin Davis
Maryland
$703K +$703K +2,670 New
WAG
1848
Winthrop Advisory Group
Massachusetts
$703K -$4.48K -17 -0.6%
CHJWM
1849
Carlton Hofferkamp & Jenks Wealth Management
Texas
$702K – – –
SAF
1850
Smith Anglin Financial
Texas
$698K +$2.64K +10 +0.4%
72 73
74
75 76