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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 %
NRA
1926
NSI Retail Advisors
Pennsylvania
$633K – – –
CA
1927
CSM Advisors
Pennsylvania
$633K – – –
GC
1928
Garde Capital
Washington
$633K +$19.5K +74 +3%
LWAM
1929
Legacy Wealth Asset Management
Minnesota
$633K +$4.22K +16 +0.7%
VST
1930
Van Strum & Towne
California
$632K -$46.1K -175 -7%
CS
1931
Cannell & Spears
New York
$632K -$2.11K -8 -0.3%
CPC
1932
Congress Park Capital
New York
$631K – – –
APWM
1933
Atlas Private Wealth Management
New York
$631K +$52.4K +199 +9%
TCOO
1934
Trust Company of Oklahoma
Oklahoma
$630K +$58.5K +222 +10%
SIA
1935
Soltis Investment Advisors
Utah
$629K +$28.7K +109 +5%
KC
1936
Kingfisher Capital
North Carolina
$628K -$264K -1,001 -30%
CCA
1937
Column Capital Advisors
Indiana
$627K +$4.22K +16 +0.7%
LGA
1938
Lebenthal Global Advisors
New York
$626K +$626K +2,375 New
HC
1939
HNP Capital
New York
$624K +$26.4K +100 +4%
GWM
1940
Greenwich Wealth Management
Connecticut
$624K +$15K +57 +2%
VRM
1941
Vectors Research Management
New York
$624K +$26.4K +100 +4%
CCB
1942
Cutter & Co Brokerage
Missouri
$624K +$11.9K +45 +2%
WMA
1943
West Michigan Advisors
Michigan
$624K -$46.1K -175 -7%
TA
1944
Townsend & Associates
Colorado
$620K +$70.5K +265 +13%
WSC
1945
Wellington Shields & Co
New York
$617K +$2.11K +8 +0.3%
DOA
1946
D'Orazio & Associates
Virginia
$617K +$8.7K +33 +1%
SIA
1947
Strategic Investment Advisors
Michigan
$617K +$341K +1,293 +123%
AIA
1948
Alera Investment Advisors
Illinois
$616K -$316K -1,198 -34%
KWM
1949
Keebeck Wealth Management
Illinois
$615K +$5.01K +19 +0.8%
PA
1950
PSI Advisors
Florida
$615K +$4.48K +17 +0.7%
76 77
78
79 80