MCD icon

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 %
AGP
2126
Autumn Glory Partners
Texas
$494K +$189K +717 +62%
AFS
2127
Annapolis Financial Services
Maryland
$494K – – –
BWP
2128
Bernardo Wealth Planning
Pennsylvania
$493K +$527 +2 +0.1%
CWM
2129
Cranbrook Wealth Management
Michigan
$492K – – –
TWM
2130
TriaGen Wealth Management
California
$492K -$10.5K -40 -2%
JWM
2131
Jessup Wealth Management
Ohio
$490K +$490K +1,861 New
YWP
2132
YorkBridge Wealth Partners
New York
$488K +$31.1K +118 +7%
SLT
2133
St Louis Trust
Missouri
$488K +$13.2K +50 +3%
WCM
2134
Wallace Capital Management
Texas
$487K +$527 +2 +0.1%
LD
2135
Lipe & Dalton
New York
$486K – – –
LSWM
2136
Lorne Steinberg Wealth Management
Canada
$485K +$25.6K +97 +6%
BFO
2137
Biltmore Family Office
North Carolina
$484K -$39.5K -150 -8%
KIA
2138
KLR Investment Advisors
Rhode Island
$484K +$484K +1,837 New
RCA
2139
Ranch Capital Advisors
Florida
$483K +$263 +1 +0.1%
APW
2140
Austin Private Wealth
Texas
$483K -$1.58K -6 -0.3%
RWP
2141
Revolve Wealth Partners
New Jersey
$482K -$66.7K -253 -12%
ZAM
2142
Zevin Asset Management
Massachusetts
$482K – – –
PC
2143
Port Capital
Illinois
$480K -$4.48K -17 -0.9%
LAS
2144
LWM Advisory Services
Florida
$478K -$161K -609 -25%
HP
2145
Hilltop Partners
Indiana
$476K +$476K +1,808 New
CRIG
2146
Charter Research & Investment Group
Connecticut
$474K – – –
CMANY
2147
Capital Management Associates (New York)
New York
$474K +$474K +1,800 New
LSV Asset Management
2148
LSV Asset Management
Illinois
$474K -$474K -1,800 -50%
AA
2149
Alta Advisers
United Kingdom
$474K – – –
SFG
2150
Sovereign Financial Group
Connecticut
$470K +$122K +464 +35%
84 85
86
87 88