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McDonald's
MCD

Overview Fund Activity

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$832M
2
DZ Bank
DZ Bank
Germany
+$416M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$321M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$211M

Top Sellers

1
State Street
State Street
Massachusetts
-$510M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$507M
3
Renaissance Technologies
Renaissance Technologies
New York
-$343M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
2026
MPS Loria Financial Planners
Illinois
$494K -$22.9K -93 -4%
WBG
2027
Wharton Business Group
Pennsylvania
$494K – – –
SF
2028
SBK Financial
Virginia
$494K – – –
FB
2029
First Bancorp
Maine
$494K +$121K +490 +32%
AAM
2030
Ascension Asset Management
New York
$494K +$494K +2,000 New
JWM
2031
Jupiter Wealth Management
Colorado
$493K – – –
HCP
2032
Hexagon Capital Partners
Arkansas
$491K +$29.1K +118 +6%
BAM
2033
Blueshift Asset Management
New Jersey
$490K +$490K +1,986 New
LFG
2034
Larson Financial Group
Missouri
$489K -$29.4K -119 -6%
SIM
2035
Sadoff Investment Management
Wisconsin
$489K +$8.88K +36 +2%
TFCP
2036
Twin Focus Capital Partners
Massachusetts
$487K +$12.1K +49 +3%
CG
2037
CFO4Life Group
Texas
$487K +$32.3K +128 +7%
SIG
2038
Spinnaker Investment Group
California
$486K -$46.4K -188 -9%
DG
2039
DMC Group
Alabama
$485K +$69K +275 +17%
TCB
2040
Texas Capital Bancshares
Texas
$484K -$3.46K -14 -0.7%
CIA
2041
Cladis Investment Advisory
Montana
$481K – – –
BWA
2042
Beam Wealth Advisors
Louisiana
$481K +$988 +4 +0.2%
RPG
2043
Resource Planning Group
Georgia
$479K +$2.22K +9 +0.5%
BFO
2044
Biltmore Family Office
North Carolina
$479K +$19K +77 +4%
PPWM
2045
Paragon Private Wealth Management
Kentucky
$479K +$25.9K +105 +6%
BDFN
2046
Bond & Devick Financial Network
Minnesota
$476K +$267K +1,080 +127%
TGAM
2047
TBH Global Asset Management
Tennessee
$474K -$21.2K -86 -4%
FSG
2048
Financial Strategies Group
Michigan
$474K +$1.23K +5 +0.3%
TWM
2049
TriaGen Wealth Management
California
$471K +$2.47K +10 +0.5%
CTB
2050
Country Trust Bank
Illinois
$471K +$16.3K +66 +4%
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