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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 %
AA
2051
Advisory Alpha
Michigan
$519K +$149K +555 +40%
RCA
2052
Ranch Capital Advisors
Florida
$518K – – –
ABLA
2053
Alan B. Lancz & Associates
Ohio
$518K +$518K +1,931 New
SWP
2054
Strategic Wealth Partners
Ohio
$517K +$44.8K +167 +9%
TFCP
2055
Twin Focus Capital Partners
Massachusetts
$517K +$168K +627 +48%
BFG
2056
Berger Financial Group
Minnesota
$517K +$280K +1,047 +119%
EAM
2057
Empirical Asset Management
Massachusetts
$516K +$516K +1,927 New
RPG
2058
Resource Planning Group
Georgia
$515K -$72.6K -271 -12%
FSG
2059
Financial Strategies Group
Michigan
$514K -$6.44K -24 -1%
SRC
2060
Stone Run Capital
New York
$512K -$24.1K -90 -5%
LIG
2061
Lokken Investment Group
Delaware
$512K +$5.89K +22 +1%
GCL
2062
Gouws Capital LLC
North Carolina
$509K +$509K +1,900 New
ARMT
2063
Amica Retiree Medical Trust
Rhode Island
$508K – – –
CAN
2064
Claraphi Advisory Network
United States
$507K -$7.78K -29 -2%
LP
2065
LGL Partners
Pennsylvania
$507K – – –
LD
2066
Lipe & Dalton
New York
$507K +$12.6K +47 +3%
SF
2067
Symphony Financial
Texas
$507K +$130K +484 +34%
HCP
2068
Hexagon Capital Partners
Arkansas
$506K -$13.1K -49 -3%
AA
2069
ALPS Advisors
Colorado
$506K +$55K +205 +12%
PAIM
2070
Punch & Associates Investment Management
Minnesota
$504K – – –
MHR
2071
Matthew Hamilton Rosenberg
$503K -$6.17K -23 -1%
CCA
2072
Clearwater Capital Advisors
Illinois
$503K – – –
AFS
2073
Annapolis Financial Services
Maryland
$502K +$11K +41 +2%
WDC
2074
Woodward Diversified Capital
California
$502K +$15.5K +58 +3%
LBC
2075
Lawrence B. Cohen
$501K -$32.7K -122 -6%
81 82
83
84 85