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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 %
YWP
2126
YorkBridge Wealth Partners
New York
$400K +$7.39K +32 +2%
FOA
2127
Five Oceans Advisors
California
$399K -$4.39K -19 -1%
MCA
2128
MSH Capital Advisors
Arizona
$399K +$461 +2 +0.1%
SAM
2129
Summit Asset Management
Tennessee
$397K +$231 +1 +0.1%
FAN
2130
Financial Advisors Network
California
$395K – – –
CMA
2131
Cedar Mountain Advisors
Oregon
$395K – – –
CMI
2132
Clare Market Investments
Texas
$393K -$27K -117 -6%
ACM
2133
Ascendant Capital Management
California
$392K +$392K +1,700 New
IP
2134
Ignite Planners
California
$390K -$18.1K -77 -4%
FCAG
2135
First Capital Advisors Group
New Jersey
$389K -$48.9K -212 -11%
VC
2136
Veracity Capital
Georgia
$389K +$9.68K +42 +3%
D
2137
Dentgroup
Louisiana
$389K +$86.6K +365 +29%
RRCM
2138
Rappaport Reiches Capital Management
Illinois
$388K +$692 +3 +0.2%
OFW
2139
Omnia Family Wealth
Florida
$388K – – –
WEPOG
2140
Wealth Enhancement & Preservation of GA
Georgia
$387K -$663K -2,871 -63%
SLT
2141
St Louis Trust
Missouri
$386K -$10.7K -50 -3%
STA
2142
Summit Trail Advisors
New York
$386K +$39.4K +171 +11%
Financial Engines Advisors
2143
Financial Engines Advisors
California
$384K -$25.6K -111 -6%
MAM
2144
McLean Asset Management
Virginia
$384K +$467 +2 +0.1%
PWA
2145
Physician Wealth Advisors
Utah
$383K -$2.15K -9 -0.6%
WH
2146
Willner & Heller
California
$380K +$2.08K +9 +0.5%
RWM
2147
RBA Wealth Management
California
$377K -$231 -1 -0.1%
BIC
2148
Beach Investment Counsel
Pennsylvania
$377K – – –
CCM
2149
Carlson Capital Management
Minnesota
$377K +$11.5K +50 +3%
CWA
2150
CJM Wealth Advisers
Virginia
$377K +$9.46K +41 +3%
84 85
86
87 88