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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 %
BMO
1901
Beck Mack & Oliver
New York
$659K – – –
SMH
1902
Sanders Morris Harris
Texas
$659K – – –
LCM
1903
LCM Capital Management
Illinois
$657K +$6.33K +24 +1%
MW
1904
MBL Wealth
North Carolina
$657K +$20.3K +77 +3%
BAAM
1905
Baker Avenue Asset Management
California
$655K +$18.4K +70 +3%
IBOK
1906
Independence Bank of Kentucky
Kentucky
$655K +$23.5K +89 +4%
RIG
1907
RiverFront Investment Group
Virginia
$654K +$21.6K +82 +3%
ETC
1908
Exchange Traded Concepts
Oklahoma
$653K +$8.96K +34 +1%
IA
1909
IAM Advisory
Pennsylvania
$653K -$60.6K -230 -8%
AWA
1910
AmeriServ Wealth Advisors
Pennsylvania
$653K -$7.91K -30 -1%
PPWM
1911
Paragon Private Wealth Management
Kentucky
$651K +$50.3K +191 +8%
SA
1912
Strategic Advisors
New York
$651K -$11.3K -43 -2%
OFS
1913
Oldfather Financial Services
Nebraska
$649K -$78.3K -297 -11%
SSWM
1914
Strait & Sound Wealth Management
California
$649K +$649K +2,366 New
CWP
1915
Concord Wealth Partners
Virginia
$647K -$266K -1,010 -29%
ACA
1916
Ackerman Capital Advisors
Texas
$647K – – –
TFP
1917
Tilia Fiduciary Partners
North Carolina
$646K -$2.9K -11 -0.4%
OW
1918
Olistico Wealth
Oklahoma
$646K +$646K +2,452 New
AWM
1919
Angeles Wealth Management
California
$645K -$30.3K -115 -4%
KA
1920
Klingman & Associates
New York
$645K -$791 -3 -0.1%
QC
1921
Quent Capital
New York
$643K +$102K +386 +19%
PFA
1922
Pure Financial Advisors
California
$642K +$14.5K +55 +2%
RWP
1923
Ridgecrest Wealth Partners
California
$641K – – –
PP
1924
PDS Planning
Ohio
$638K +$11.6K +44 +2%
AWM
1925
Atticus Wealth Management
Florida
$635K +$70.4K +267 +12%
75 76
77
78 79