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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 %
PWAG
2026
Polaris Wealth Advisory Group
California
$497K -$2.8K -11 -0.6%
PCG
2027
Private Capital Group
Connecticut
$497K -$2.22K -9 -0.4%
WPC
2028
Wedmont Private Capital
Pennsylvania
$496K -$52.6K -213 -10%
TGAM
2029
TBH Global Asset Management
Tennessee
$496K +$2.97K +12 +0.6%
LCM
2030
Laurion Capital Management
New York
$496K +$496K +2,007 New
WBG
2031
Wharton Business Group
Pennsylvania
$495K – – –
SF
2032
SBK Financial
Virginia
$495K – – –
YC
2033
Yarbrough Capital
Tennessee
$495K – – –
MFS
2034
Monetta Financial Services
Illinois
$495K +$495K +2,000 New
JWM
2035
Jupiter Wealth Management
Colorado
$494K -$865K -3,500 -64%
VAM
2036
Verity Asset Management
North Carolina
$491K -$206K -831 -30%
VFP
2037
Verus Financial Partners
Virginia
$490K -$69.6K -279 -12%
SFP
2038
Sterling Financial Planning
New Jersey
$488K -$32.9K -133 -6%
TCB
2039
Texas Capital Bancshares
Texas
$488K – – –
SC
2040
Sepio Capital
Utah
$488K – – –
MIM
2041
MTM Investment Management
South Carolina
$487K +$1.24K +5 +0.3%
PIMG
2042
Patriot Investment Management Group
Tennessee
$484K +$194K +785 +67%
CIA
2043
Cladis Investment Advisory
Montana
$482K – – –
SIM
2044
Sadoff Investment Management
Wisconsin
$481K -$198K -800 -29%
BWA
2045
Beam Wealth Advisors
Louisiana
$481K +$481K +1,944 New
AP
2046
Americana Partners
Texas
$480K -$475K -1,923 -50%
ABLA
2047
Alan B. Lancz & Associates
Ohio
$480K +$2.47K +10 +0.5%
TPWM
2048
Twelve Points Wealth Management
Massachusetts
$479K +$37.6K +152 +9%
RPG
2049
Resource Planning Group
Georgia
$478K +$2.23K +9 +0.5%
TFCP
2050
Twin Focus Capital Partners
Massachusetts
$476K -$990 -4 -0.2%
80 81
82
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