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McDonald's
MCD

Overview Fund Activity

2,684 hedge funds and large institutions have $116B invested in McDonald's in 2022 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,139 increasing their positions, 1,022 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,684
Holders Change
-25
Holders Change %
-0.92%
% of All Funds
46.41%
Holding in Top 10
101
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.78%
% of All Funds
1.75%
New
122
Increased
1,139
Reduced
1,022
Closed
108
Calls
$1.85B
Puts
$1.93B
Net Calls
-$77.2M
Net Calls Change
+$157M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$596M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$255M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$208M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$146M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$211M
3
MAM
Magellan Asset Management
Australia
-$195M
4
Renaissance Technologies
Renaissance Technologies
New York
-$150M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRQ
2051
Gardner Russo & Quinn
Pennsylvania
$450K -$19.1K -83 -4%
RPG
2052
Resource Planning Group
Georgia
$450K +$2.08K +9 +0.5%
KFP
2053
KB Financial Partners
New Jersey
$450K +$44.5K +193 +11%
ABLA
2054
Alan B. Lancz & Associates
Ohio
$449K +$2.08K +9 +0.5%
AA
2055
Addison Advisors
Vermont
$448K +$81.9K +355 +22%
RIM
2056
Redwood Investment Management
Arizona
$446K +$232K +1,004 +108%
AIP
2057
Ahrens Investment Partners
Louisiana
$445K -$87.9K -381 -16%
FWM
2058
Fingerlakes Wealth Management
New York
$445K -$60.5K -262 -12%
VFP
2059
Verus Financial Partners
Virginia
$445K -$61.6K -247 -12%
BDFN
2060
Bond & Devick Financial Network
Minnesota
$445K – – –
CAC
2061
Certified Advisory Corp
Florida
$444K +$45K +195 +11%
TGAM
2062
TBH Global Asset Management
Tennessee
$443K +$461 +2 +0.1%
BFG
2063
Barber Financial Group
Kansas
$441K -$34.6K -150 -7%
TWM
2064
TriaGen Wealth Management
California
$440K – – –
BWM
2065
BCS Wealth Management
Tennessee
$440K +$693 +3 +0.2%
CPC
2066
Consolidated Planning Corp
Georgia
$439K – – –
CIA
2067
Cladis Investment Advisory
Montana
$438K -$11.5K -50 -3%
CCA
2068
Clearwater Capital Advisors
Illinois
$438K – – –
GCL
2069
Gouws Capital LLC
North Carolina
$438K – – –
B
2070
Bridgeworth
Alabama
$438K +$64.8K +281 +17%
SNB
2071
Security National Bank
Nebraska
$437K -$2.31K -10 -0.5%
LP
2072
LGL Partners
Pennsylvania
$437K +$231 +1 +0.1%
EAM
2073
Empirical Asset Management
Massachusetts
$437K +$922 +4 +0.2%
PAIM
2074
Punch & Associates Investment Management
Minnesota
$434K – – –
SFP
2075
Sterling Financial Planning
New Jersey
$433K – – –
81 82
83
84 85