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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 %
SMH
1876
Sanders Morris Harris
Texas
$618K -$9.39K -38 -1%
SC
1877
Shay Capital
New York
$618K +$618K +2,500 New
HWMG
1878
Hurlow Wealth Management Group
Indiana
$617K -$93.3K -377 -13%
AL
1879
Aspiriant LLC
California
$617K -$26.4K -107 -4%
NCM
1880
Noesis Capital Mangement
Florida
$615K -$312K -1,261 -34%
RDWM
1881
Red Door Wealth Management
Tennessee
$615K -$17.3K -70 -3%
MHR
1882
Matthew Hamilton Rosenberg
$615K +$151K +610 +33%
KW
1883
KWB Wealth
California
$614K – – –
AWM
1884
Angeles Wealth Management
California
$614K +$614K +2,483 New
NCM
1885
Novare Capital Management
North Carolina
$610K +$193K +780 +46%
MW
1886
MBL Wealth
North Carolina
$609K +$609K +2,461 New
ACA
1887
Ackerman Capital Advisors
Texas
$607K – – –
AWA
1888
AmeriServ Wealth Advisors
Pennsylvania
$606K – – –
WMA
1889
West Michigan Advisors
Michigan
$604K +$85.8K +347 +17%
LOPW
1890
Live Oak Private Wealth
North Carolina
$604K +$272K +1,100 +82%
TFP
1891
Tilia Fiduciary Partners
North Carolina
$601K -$7.66K -31 -1%
HIF
1892
Hill Island Financial
Michigan
$597K +$5.93K +24 +1%
RIG
1893
RiverFront Investment Group
Virginia
$596K – – –
EFG
1894
Everhart Financial Group
Ohio
$596K +$192K +778 +48%
NRA
1895
NSI Retail Advisors
Pennsylvania
$594K – – –
CA
1896
CSM Advisors
Pennsylvania
$594K – – –
HDIM
1897
Hanson & Doremus Investment Management
Vermont
$594K +$70K +283 +13%
AWMT
1898
AAFMAA Wealth Management & Trust
North Carolina
$593K -$24K -97 -4%
CPC
1899
Congress Park Capital
New York
$592K – – –
BI
1900
Ballast Inc
Kentucky
$591K -$21.7K -88 -4%
74 75
76
77 78