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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 %
FAT
2101
First American Trust
California
$414K -$90.4K -392 -18%
ML
2102
McAdam LLC
Pennsylvania
$413K – – –
OWM
2103
OneAscent Wealth Management
Alabama
$413K +$17.5K +76 +4%
SIM
2104
Sadoff Investment Management
Wisconsin
$412K -$45.5K -197 -10%
NP
2105
Ninepoint Partners
Ontario, Canada
$410K – – –
SAM
2106
Shikiar Asset Management
New York
$410K +$6K +26 +1%
NPPM
2107
North Point Portfolio Managers
Ohio
$408K -$72.6K -315 -15%
BCM
2108
Boltwood Capital Management
California
$408K -$12.7K -55 -3%
IA
2109
Integrity Advisory
Kansas
$407K +$231 +1 +0.1%
PHAM
2110
Palisades Hudson Asset Management
Florida
$406K -$69.4K -300 -15%
MW
2111
Marks Wealth
Maryland
$406K – – –
EBSAM
2112
Eubel Brady & Suttman Asset Management
Ohio
$406K +$462 +2 +0.1%
WIA
2113
World Investment Advisors
California
$406K +$1.62K +7 +0.4%
EBT
2114
Enterprise Bank & Trust
Massachusetts
$406K +$5.77K +25 +1%
MHWM
2115
Montz Harcus Wealth Management
Louisiana
$405K +$2.08K +9 +0.5%
SFP
2116
Sandbox Financial Partners
Maryland
$405K +$10.8K +47 +3%
PWA
2117
Providence Wealth Advisors
Illinois
$404K -$324K -1,160 -44%
SQA
2118
Simon Quick Advisors
New Jersey
$404K +$3.69K +16 +0.9%
RCG
2119
Rock Creek Group
District of Columbia
$403K +$1.85K +8 +0.5%
SCM
2120
Seascape Capital Management
New Hampshire
$403K +$403K +1,745 New
LSWM
2121
Lorne Steinberg Wealth Management
Canada
$402K +$18.2K +79 +5%
PIMG
2122
Patriot Investment Management Group
Tennessee
$401K -$11.1K -48 -3%
SBWIC
2123
Schaper Benz & Wise Investment Counsel
Wisconsin
$401K – – –
RGF
2124
Retirement Guys Formula
Ohio
$401K +$64K +277 +19%
JBA
2125
Johnson Bixby & Associates
Washington
$400K – – –
83 84
85
86 87