MCD icon

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 %
CS
1851
Cannell & Spears
New York
$687K +$258K +962 +60%
RDWM
1852
Red Door Wealth Management
Tennessee
$685K +$24.4K +91 +4%
LCM
1853
LVM Capital Management
Michigan
$684K -$2.68K -10 -0.4%
GIA
1854
GHP Investment Advisors
Colorado
$684K – – –
CTFG
1855
Capstone Triton Financial Group
Oklahoma
$684K +$76.1K +285 +13%
APWM
1856
Atlas Private Wealth Management
New York
$684K +$143K +535 +27%
FCA
1857
FLC Capital Advisors
California
$681K -$114K -424 -14%
TSWM
1858
Tyler-Stone Wealth Management
Ohio
$681K +$681K +2,539 New
SMH
1859
Sanders Morris Harris
Texas
$680K +$10.2K +38 +2%
MGWM
1860
Marks Group Wealth Management
Minnesota
$679K +$154K +574 +29%
RB
1861
Richmond Brothers
Michigan
$679K +$679K +2,530 New
BAS
1862
Brown Advisory Securities
Maryland
$678K -$665K -2,481 -50%
TF
1863
TLWM Financial
Texas
$678K +$25.2K +94 +4%
9WM
1864
9258 Wealth Management
Ohio
$677K +$59K +220 +10%
BSA
1865
Braun Stacey Associates
New York
$677K +$87.1K +325 +15%
MCM
1866
Monument Capital Management
Virginia
$676K +$21.7K +81 +3%
PFBT
1867
Parkside Financial Bank & Trust
Missouri
$674K – – –
SIP
1868
Stoneridge Investment Partners
Pennsylvania
$674K +$387K +1,445 +135%
CWA
1869
Clearview Wealth Advisors
Oregon
$673K -$330K -1,229 -33%
VI
1870
Versor Investments
New York
$669K -$350K -1,305 -34%
AWMT
1871
AAFMAA Wealth Management & Trust
North Carolina
$669K -$9.38K -35 -1%
CHJWM
1872
Carlton Hofferkamp & Jenks Wealth Management
Texas
$668K -$25.1K -100 -4%
CI
1873
CPR Investments
Michigan
$668K +$668K +2,493 New
AT
1874
American Trust
Kentucky
$667K +$667K +2,489 New
SB
1875
Strategic Blueprint
Georgia
$666K +$394K +1,469 +145%
73 74
75
76 77