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McDonald's
MCD

Overview Fund Activity

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$832M
2
DZ Bank
DZ Bank
Germany
+$416M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$321M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$211M

Top Sellers

1
State Street
State Street
Massachusetts
-$510M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$507M
3
Renaissance Technologies
Renaissance Technologies
New York
-$343M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1951
Campion Asset Management
Virginia
$540K – – –
FWM
1952
Fingerlakes Wealth Management
New York
$540K +$3.21K +13 +0.6%
FAB
1953
First American Bank
Illinois
$539K – – –
WDC
1954
Woodward Diversified Capital
California
$539K +$28.9K +117 +6%
CWA
1955
CM Wealth Advisors
Ohio
$538K +$538K +2,181 New
GWM
1956
Greenwich Wealth Management
Connecticut
$538K -$7.41K -30 -1%
LFM
1957
LGT Fund Management
Liechtenstein
$538K – – –
EIG
1958
Ellenbecker Investment Group
Wisconsin
$536K +$2.71K +11 +0.5%
LAS
1959
LWM Advisory Services
Florida
$536K +$202K +814 +60%
CF
1960
Corrigan Financial
Rhode Island
$535K +$1.48K +6 +0.3%
SAM
1961
Synergy Asset Management
Washington
$535K +$535K +2,165 New
MAM
1962
Marotta Asset Management
Virginia
$535K -$38.2K -151 -7%
SHFA
1963
SC&H Financial Advisors
Maryland
$534K -$34.3K -139 -6%
WCM
1964
Wallace Capital Management
Texas
$534K +$485 +2 +0.1%
KWS
1965
Keystone Wealth Services
California
$533K -$37.8K -153 -7%
ACG
1966
Allen Capital Group
Nebraska
$532K +$5.67K +23 +1%
HC
1967
Hamilton Capital
Ohio
$531K -$493 -2 -0.1%
SA
1968
Syntax Advisors
New York
$531K +$494 +2 +0.1%
VCG
1969
Vantage Consulting Group
Virginia
$531K +$494 +2 +0.1%
PO
1970
Private Ocean
California
$530K -$1.98K -8 -0.4%
VWM
1971
Vigilare Wealth Management
Arizona
$530K +$1.98K +8 +0.4%
AWM
1972
Atticus Wealth Management
Florida
$529K +$184K +745 +53%
SF
1973
Symphony Financial
Texas
$528K -$191K -773 -27%
SHGA
1974
Sand Hill Global Advisors
California
$526K +$197K +797 +60%
CIA
1975
Caerus Investment Advisors
Texas
$523K – – –
77 78
79
80 81