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McDonald's
MCD

Overview Fund Activity

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$531M
2
BlackRock
BlackRock
New York
+$439M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$356M
4
Amundi
Amundi
France
+$280M
5
Barclays
Barclays
United Kingdom
+$264M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$685M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$378M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$326M
5
MAM
Magellan Asset Management
Australia
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
2051
FLC Capital Advisors
California
$538K +$3.43K +13 +0.6%
WA
2052
WealthTrust Axiom
Pennsylvania
$537K – – –
FPIS
2053
Financial Planning & Information Services
Wisconsin
$536K +$54.6K +207 +11%
BWM
2054
Baystate Wealth Management
Massachusetts
$536K +$1.32K +5 +0.2%
CFC
2055
Coyle Financial Counsel
Illinois
$536K – – –
UC
2056
Unio Capital
New Jersey
$535K -$26.4K -100 -5%
MGIM
2057
M&G Investment Management
United Kingdom
$535K – – –
GTAM
2058
Global Trust Asset Management
Florida
$534K -$94.9K -360 -15%
BFG
2059
Berger Financial Group
Minnesota
$533K +$4.74K +18 +0.9%
AWA
2060
Aletheian Wealth Advisors
Washington
$530K +$530K +2,013 New
GIM
2061
Greylin Investment Management
Virginia
$530K – – –
BDFN
2062
Bond & Devick Financial Network
Minnesota
$529K +$21.1K +80 +4%
YC
2063
Yarbrough Capital
Tennessee
$528K – – –
AAM
2064
Ascension Asset Management
New York
$527K – – –
SF
2065
SBK Financial
Virginia
$527K – – –
CCM
2066
CAAS Capital Management
New York
$527K +$527K +2,000 New
WBG
2067
Wharton Business Group
Pennsylvania
$527K – – –
JWM
2068
Jupiter Wealth Management
Colorado
$527K – – –
B
2069
Bridgeworth
Alabama
$527K +$26.6K +101 +5%
ABLA
2070
Alan B. Lancz & Associates
Ohio
$526K +$2.69K +10 +0.5%
OIS
2071
Okabena Investment Services
Minnesota
$526K -$430K -1,633 -45%
BG
2072
Bollard Group
Massachusetts
$525K +$2.9K +11 +0.6%
BWA
2073
Beam Wealth Advisors
Louisiana
$524K -$527 -2 -0.1%
CCA
2074
Clearwater Capital Advisors
Illinois
$524K +$23.7K +90 +5%
MWM
2075
Moran Wealth Management
Florida
$524K +$524K +1,988 New
81 82
83
84 85