MCD icon

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 %
SWM
1951
Seed Wealth Management
Illinois
$615K +$615K +2,332 New
SIA
1952
Schear Investment Advisers
Ohio
$615K +$615K +2,332 New
LB
1953
Legacy Bridge
Iowa
$613K +$33.5K +127 +6%
MCM
1954
Maple Capital Management
Vermont
$613K -$5.8K -22 -0.9%
FCP
1955
Fidelis Capital Partners
Florida
$613K +$613K +2,292 New
SCP
1956
Silverleafe Capital Partners
Tennessee
$612K – – –
AIM
1957
Acropolis Investment Management
Missouri
$611K +$17.7K +67 +3%
DIM
1958
Delta Investment Management
California
$609K -$5.53K -21 -0.9%
RIM
1959
Regent Investment Management
Kentucky
$609K – – –
TA
1960
TCM Advisors
West Virginia
$606K -$531K – –
BWP
1961
Baldwin Wealth Partners
Massachusetts
$603K +$206K +780 +52%
SHGA
1962
Sand Hill Global Advisors
California
$603K +$29.2K +111 +5%
HC
1963
Hamilton Capital
Ohio
$602K +$66.4K +252 +12%
PCH
1964
PGIM Custom Harvest
New Jersey
$602K +$602K +2,283 New
AIA
1965
AIMZ Investment Advisors
California
$600K -$79.1K -300 -12%
WI
1966
Wedgewood Investors
Pennsylvania
$600K – – –
GA
1967
GraniteShares Advisors
New York
$598K -$90.9K -345 -13%
NAM
1968
NTV Asset Management
West Virginia
$597K +$7.64K +29 +1%
WEPOG
1969
Wealth Enhancement & Preservation of GA
Georgia
$597K +$155K +588 +35%
HFM
1970
Harvest Fund Management
China
$596K +$23.7K +90 +4%
BI
1971
Ballast Inc
Kentucky
$595K -$24.2K -92 -4%
TIA
1972
Tiemann Investment Advisors
California
$593K -$26.4K -100 -4%
FAT
1973
First American Trust
California
$592K +$119K +450 +25%
RFA
1974
Resurgent Financial Advisors
Georgia
$591K +$60.6K +230 +11%
HWM
1975
Horizon Wealth Management
Illinois
$590K -$5.53K -21 -0.9%
77 78
79
80 81