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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 %
WSC
1951
Wellington Shields & Co
New York
$591K -$39.9K -149 -6%
TWM
1952
TriaGen Wealth Management
California
$590K -$81K -302 -12%
FCT
1953
Family Capital Trust
Massachusetts
$590K -$13.4K -50 -2%
FCB
1954
First Command Bank
Texas
$590K – – –
LB
1955
Legacy Bridge
Iowa
$590K +$2.14K +8 +0.4%
ZF
1956
Zhang Financial
Michigan
$590K +$21.5K +80 +4%
CFAM
1957
Coury Firm Asset Management
Pennsylvania
$590K +$590K +2,199 New
WW
1958
Waterfront Wealth
Kansas
$589K -$6.7K -25 -1%
WCM
1959
Wallace Capital Management
Texas
$589K +$268 +1 +0%
KM
1960
Kalos Management
Georgia
$589K +$43.4K +177 +8%
MAM
1961
Marotta Asset Management
Virginia
$589K -$3.75K -14 -0.6%
CAM
1962
Campion Asset Management
Virginia
$586K +$113K +423 +24%
FAB
1963
First American Bank
Illinois
$585K +$84.9K +317 +17%
VCM
1964
Virtue Capital Management
Tennessee
$584K -$24.9K -93 -4%
LFM
1965
LGT Fund Management
Liechtenstein
$584K +$584K +2,180 New
WPC
1966
Wedmont Private Capital
Pennsylvania
$580K +$580K +2,221 New
AIP
1967
Ahrens Investment Partners
Louisiana
$579K -$26.6K -99 -4%
TC
1968
Tacita Capital
Ontario, Canada
$579K – – –
WF
1969
WoodTrust Financial
Wisconsin
$578K -$3.95M -14,723 -87%
PO
1970
Private Ocean
California
$577K -$822K -3,065 -59%
SIM
1971
SSI Investment Management
California
$577K -$1.34K -5 -0.2%
JWM
1972
Jeppson Wealth Management
California
$577K +$268 +1 +0%
EIG
1973
Ellenbecker Investment Group
Wisconsin
$577K +$1.88K +7 +0.3%
SIG
1974
Spinnaker Investment Group
California
$577K +$577K +2,260 New
CFSG
1975
Community Financial Services Group
Vermont
$576K -$30K -112 -5%
77 78
79
80 81