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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 %
PP
1976
PDS Planning
Ohio
$574K +$20.1K +75 +4%
OWA
1977
Outlook Wealth Advisors
Texas
$572K +$12.1K +45 +2%
LFG
1978
Larson Financial Group
Missouri
$572K +$449K +1,675 +364%
SA
1979
SL Advisors
New Jersey
$571K -$19.8K -74 -3%
VWM
1980
Vigilare Wealth Management
Arizona
$571K +$1.88K +7 +0.3%
WWG
1981
West Wealth Group
California
$571K +$571K +2,133 New
ACG
1982
Allen Capital Group
Nebraska
$569K +$804 +3 +0.1%
SIC
1983
Sterling Investment Counsel
New York
$569K +$569K +2,122 New
HDIM
1984
Hanson & Doremus Investment Management
Vermont
$568K – – –
RSVP
1985
Ramsay Stattman Vela & Price
Colorado
$568K – – –
RWG
1986
Regal Wealth Group
California
$568K – – –
OCPWS
1987
One Charles Private Wealth Services
Massachusetts
$568K +$2.15K +8 +0.4%
CST
1988
Charles Schwab Trust
Nevada
$567K -$102K -379 -15%
LAM
1989
LifePro Asset Management
California
$567K +$125K +466 +28%
TRIA
1990
Trail Ridge Investment Advisors
Colorado
$567K +$567K +2,114 New
CSB
1991
City State Bank
Iowa
$566K +$566K +2,111 New
SFP
1992
Sterling Financial Planning
New Jersey
$564K -$42.9K -160 -7%
PAM
1993
Private Asset Management
California
$563K – – –
NPPM
1994
North Point Portfolio Managers
Ohio
$562K +$7.51K +28 +1%
WMA
1995
West Michigan Advisors
Michigan
$562K +$562K +2,097 New
RWA
1996
RGT Wealth Advisors
Texas
$561K +$306K +1,144 +120%
BWM
1997
Baystate Wealth Management
Massachusetts
$560K +$17.2K +64 +3%
ZAM
1998
Zevin Asset Management
Massachusetts
$558K -$166K -618 -23%
VCG
1999
Vantage Consulting Group
Virginia
$558K -$21.4K -80 -4%
JMF
2000
Johnson Midwest Financial
Iowa
$558K +$805 +3 +0.1%
78 79
80
81 82