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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 %
FWM
1926
Fingerlakes Wealth Management
New York
$616K +$616K +2,298 New
KW
1927
KWB Wealth
California
$614K -$3.22K -12 -0.5%
PCMC
1928
Paragon Capital Management (Colorado)
Colorado
$613K – – –
MLFP
1929
MPS Loria Financial Planners
Illinois
$613K +$1.61K +6 +0.3%
FCFS
1930
First Command Financial Services
Texas
$612K -$43.4K -162 -7%
OCG
1931
Opus Capital Group
Ohio
$611K -$14.7K -55 -2%
WI
1932
Wedgewood Investors
Pennsylvania
$610K – – –
BFG
1933
Bouchey Financial Group
New York
$608K +$170K +635 +39%
HFA
1934
High Falls Advisors
New York
$607K +$7.5K +28 +1%
GWM
1935
Greenwich Wealth Management
Connecticut
$606K +$11.5K +43 +2%
PCG
1936
Prosperity Consulting Group
Maryland
$606K +$606K +2,311 New
Financial Engines Advisors
1937
Financial Engines Advisors
California
$605K -$104K -387 -15%
TCOO
1938
Trust Company of Oklahoma
Oklahoma
$604K -$21.4K -80 -3%
VFP
1939
Verus Financial Partners
Virginia
$602K -$13.4K -50 -2%
DSC
1940
Duncker Streett & Co
Missouri
$602K – – –
NFG
1941
Nations Financial Group
Iowa
$602K +$13.1K +49 +2%
BIP
1942
Blueprint Investment Partners
North Carolina
$598K +$240K +896 +67%
KFP
1943
KB Financial Partners
New Jersey
$598K +$101K +375 +20%
KLWA
1944
Kelly Lawrence W & Associates
California
$597K – – –
HWMG
1945
Hurlow Wealth Management Group
Indiana
$597K +$78.4K +377 +15%
NAM
1946
NTV Asset Management
West Virginia
$596K +$1.07K +4 +0.2%
SEEDPG
1947
S.E.E.D. Planning Group
New York
$594K -$27.3K -102 -4%
GIM
1948
Greylin Investment Management
Virginia
$594K – – –
TA
1949
TCM Advisors
West Virginia
$593K +$593K +2,200 New
IDBONY
1950
Israel Discount Bank of New York
New York
$592K -$21.4K -80 -3%
76 77
78
79 80