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 %
DBIA
1976
Dumont & Blake Investment Advisors
New Jersey
$590K – – –
OHWA
1977
Oak Hill Wealth Advisors
Virginia
$589K +$589K +2,235 New
VCM
1978
Virtue Capital Management
Tennessee
$589K +$589K +2,234 New
OCG
1979
Opus Capital Group
Ohio
$588K -$9.22K -35 -2%
DFG
1980
Delta Financial Group
New Jersey
$588K +$588K +2,203 New
CFAM
1981
Coury Firm Asset Management
Pennsylvania
$587K +$1.84K +7 +0.3%
AWMT
1982
AAFMAA Wealth Management & Trust
North Carolina
$586K -$32.9K -125 -5%
KLWA
1983
Kelly Lawrence W & Associates
California
$586K – – –
VAM
1984
Verity Asset Management
North Carolina
$586K – – –
BFG
1985
Bouchey Financial Group
New York
$586K – – –
MYIA
1986
Mount Yale Investment Advisors
Colorado
$586K -$19K -72 -3%
MSFP
1987
Mark Sheptoff Financial Planning
Connecticut
$585K +$4.22K +16 +0.7%
AMC
1988
Asset Management Corp
Illinois
$585K +$1.85K +7 +0.3%
DSC
1989
Duncker Streett & Co
Missouri
$583K – – –
TI
1990
tru Independence
Oregon
$583K +$2.64K +10 +0.5%
SQA
1991
Simon Quick Advisors
New Jersey
$583K +$121K +461 +26%
CFG
1992
Cooper Financial Group
California
$583K +$44.8K +170 +8%
EFG
1993
Ethos Financial Group
Pennsylvania
$580K +$580K +2,199 New
OWM
1994
OneAscent Wealth Management
Alabama
$580K +$109K +412 +23%
NAMM
1995
NorthStar Asset Management (Massachusetts)
Massachusetts
$580K – – –
ACM
1996
Absolute Capital Management
Pennsylvania
$580K +$580K +2,200 New
FCT
1997
Family Capital Trust
Massachusetts
$580K – – –
PCP
1998
Proficio Capital Partners
Massachusetts
$579K +$107K +407 +23%
RCM
1999
Raleigh Capital Management
North Carolina
$578K +$10.5K +40 +2%
AC
2000
Adelphi Capital
United Kingdom
$577K +$577K +2,191 New
78 79
80
81 82