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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 %
JFGIW
1851
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$698K – – –
GWM
1852
Gray Wealth Management
Maine
$698K +$58.5K +222 +9%
TF
1853
TLWM Financial
Texas
$697K -$1.71M -6,507 -71%
MWPCG
1854
Measured Wealth Private Client Group
New Hampshire
$695K -$66.9K -254 -9%
IIC
1855
Integrated Investment Consultants
Michigan
$695K +$33.2K +126 +5%
FWM
1856
Fairhaven Wealth Management
Illinois
$695K -$10.3K -39 -1%
SWP
1857
Semus Wealth Partners
Florida
$694K +$694K +2,633 New
W
1858
Wealthquest
Ohio
$694K – – –
CWM
1859
Concentric Wealth Management
California
$689K -$9.22K -35 -1%
WP
1860
Waycross Partners
Kentucky
$689K +$9.23K +35 +1%
DA
1861
Dover Advisors
Virginia
$689K +$689K +2,614 New
TC
1862
Trust Company
Kansas
$688K -$308K -1,167 -31%
CIM
1863
Contravisory Investment Management
Massachusetts
$686K +$130K +492 +23%
TPWA
1864
TRUE Private Wealth Advisors
Oregon
$684K +$791 +3 +0.1%
BWP
1865
Balboa Wealth Partners
Arizona
$684K +$101K +384 +17%
WQ
1866
Wealth Quarterback
New Jersey
$683K -$626K -2,375 -48%
TSWM
1867
Tyler-Stone Wealth Management
Ohio
$683K +$263 +1 +0%
HWP
1868
Highline Wealth Partners
California
$680K – – –
TC
1869
Tsai Capital
New York
$680K – – –
LPAM
1870
Lodestar Private Asset Management
California
$679K +$679K +2,578 New
JLBC
1871
J.L. Bainbridge & Co
Florida
$677K +$2.37K +9 +0.4%
EBT
1872
Enterprise Bank & Trust
Massachusetts
$677K +$213K +810 +46%
PWM
1873
PBMares Wealth Management
Virginia
$677K – – –
HWMG
1874
Hurlow Wealth Management Group
Indiana
$675K +$38.7K +147 +6%
FCB
1875
First Command Bank
Texas
$675K +$2.9K +11 +0.4%
73 74
75
76 77