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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 %
BAM
2076
Beaumont Asset Management
Texas
$524K -$155K -588 -23%
3IP
2077
3Chopt Investment Partners
Virginia
$523K +$523K +1,986 New
TFCP
2078
Twin Focus Capital Partners
Massachusetts
$523K +$3.43K +13 +0.7%
CA
2079
Calton & Associates
Florida
$522K +$208K +788 +66%
TWP
2080
Tower Wealth Partners
Pennsylvania
$521K +$18.4K +70 +4%
SEP
2081
Southland Equity Partners
Missouri
$520K +$175K +663 +51%
SIG
2082
Spinnaker Investment Group
California
$520K +$1.05K +4 +0.2%
PAM
2083
Private Asset Management
California
$519K -$63.3K -240 -11%
RGF
2084
Retirement Guys Formula
Ohio
$519K +$61.7K +234 +13%
LIG
2085
Lokken Investment Group
Delaware
$518K – – –
SHFA
2086
SC&H Financial Advisors
Maryland
$518K -$9.49K -36 -2%
OCPWS
2087
One Charles Private Wealth Services
Massachusetts
$518K -$21.6K -82 -4%
LA
2088
Lane & Associates
New Jersey
$516K +$516K +1,957 New
CWM
2089
Centurion Wealth Management
Virginia
$515K +$515K +1,955 New
GRQ
2090
Gardner Russo & Quinn
Pennsylvania
$514K – – –
SFP
2091
Sterling Financial Planning
New Jersey
$514K +$19.2K +73 +4%
FB
2092
First Bancorp
Maine
$514K -$5.27K -20 -1%
MA
2093
MONECO Advisors
Connecticut
$514K +$23.2K +88 +5%
GJIA
2094
Glass Jacobson Investment Advisors
Maryland
$513K +$513K +1,946 New
RF
2095
Resolute Financial
Massachusetts
$512K -$43.7K -166 -8%
CGIM
2096
Capital Group Investment Management
Singapore
$512K +$512K +1,941 New
TCB
2097
Texas Capital Bancshares
Texas
$511K -$3.69K -14 -0.7%
FWM
2098
Fingerlakes Wealth Management
New York
$510K +$2.37K +9 +0.5%
CSB
2099
City State Bank
Iowa
$510K -$32.2K -122 -6%
FSG
2100
Financial Strategies Group
Michigan
$508K -$74.6K -283 -13%
82 83
84
85 86