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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 %
PCG
2026
Private Capital Group
Connecticut
$542K -$11K -41 -2%
VCM
2027
Vivaldi Capital Management
Illinois
$542K +$28.4K +106 +6%
DG
2028
DMC Group
Alabama
$542K +$542K +2,180 New
PCP
2029
Proficio Capital Partners
Massachusetts
$537K +$4.29K +16 +0.8%
YC
2030
Yarbrough Capital
Tennessee
$537K +$537K +2,003 New
AAM
2031
Ascension Asset Management
New York
$536K – – –
CG
2032
CFO4Life Group
Texas
$536K +$36.5K +136 +7%
WBG
2033
Wharton Business Group
Pennsylvania
$536K +$536K +2,000 New
SF
2034
SBK Financial
Virginia
$536K +$536K +2,000 New
1WA
2035
180 Wealth Advisors
Washington
$535K -$10.7K -42 -2%
TT
2036
TI-Trust
Illinois
$535K +$535K +1,995 New
FPIS
2037
Financial Planning & Information Services
Wisconsin
$534K – – –
TGAM
2038
TBH Global Asset Management
Tennessee
$534K +$94.3K +352 +21%
CBT
2039
Central Bank & Trust
Kentucky
$531K – – –
BAAM
2040
Baker Avenue Asset Management
California
$531K +$40.8K +152 +8%
TWM
2041
Thrive Wealth Management
Pennsylvania
$531K +$531K +1,982 New
TCB
2042
Texas Capital Bancshares
Texas
$529K -$2.95K -11 -0.6%
SC
2043
Sepio Capital
Utah
$529K – – –
PWAG
2044
Polaris Wealth Advisory Group
California
$527K -$25.5M -94,952 -98%
MIM
2045
MTM Investment Management
South Carolina
$527K +$1.34K +5 +0.3%
PLFAM
2046
Pineno Levin & Ford Asset Management
Virginia
$523K – – –
B
2047
Bridgeworth
Alabama
$523K +$268 +1 +0.1%
CIA
2048
Cladis Investment Advisory
Montana
$523K +$523K +1,950 New
DPI
2049
Diversified Portfolios Inc
Michigan
$521K +$34.6K +129 +7%
RWA
2050
Redhawk Wealth Advisors
Minnesota
$520K +$44.8K +167 +9%
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