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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIG
1976
Ellenbecker Investment Group
Wisconsin
$535K +$2.23K +9 +0.4%
CF
1977
Corrigan Financial
Rhode Island
$535K +$25.7K +104 +5%
1WA
1978
180 Wealth Advisors
Washington
$534K -$1.79K -7 -0.3%
TC
1979
Tacita Capital
Ontario, Canada
$534K – – –
OWA
1980
Outlook Wealth Advisors
Texas
$534K +$6.18K +25 +1%
FPAS
1981
Focus Partners Advisor Solutions
Missouri
$534K +$534K +2,162 New
PO
1982
Private Ocean
California
$533K +$742 +3 +0.1%
HC
1983
Hamilton Capital
Ohio
$533K +$102K +411 +24%
JWM
1984
Jeppson Wealth Management
California
$532K – – –
RB
1985
Richmond Brothers
Michigan
$531K -$95.6K -386 -15%
VCG
1986
Vantage Consulting Group
Virginia
$531K +$16.3K +66 +3%
SA
1987
Syntax Advisors
New York
$531K +$16.3K +66 +3%
RF
1988
Resolute Financial
Massachusetts
$531K +$76.9K +311 +17%
BW
1989
Bison Wealth
Georgia
$531K +$108K +436 +25%
VWM
1990
Vigilare Wealth Management
Arizona
$529K +$2.23K +9 +0.4%
ACG
1991
Allen Capital Group
Nebraska
$528K +$2.47K +10 +0.5%
AA
1992
Advisory Alpha
Michigan
$527K +$48.5K +196 +10%
BSSFA
1993
Baron Silver Stevens Financial Advisors
Florida
$526K +$12.3K +50 +2%
KFP
1994
KB Financial Partners
New Jersey
$524K -$27.2K -110 -5%
OCPWS
1995
One Charles Private Wealth Services
Massachusetts
$524K – – –
CIA
1996
Caerus Investment Advisors
Texas
$524K +$126K +509 +32%
CST
1997
Charles Schwab Trust
Nevada
$523K – – –
PC
1998
Periscope Capital
Ontario, Canada
$522K +$522K +2,112 New
TRIA
1999
Trail Ridge Investment Advisors
Colorado
$521K -$1.48K -6 -0.3%
SA
2000
SL Advisors
New Jersey
$520K -$6.92K -28 -1%
78 79
80
81 82