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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
2151
Summit Financial Strategies
Ohio
$408K -$5.69K -23 -1%
PMG
2152
Private Management Group
California
$406K +$247 +1 +0.1%
SGK
2153
Steigerwald Gordon & Koch
Virginia
$405K -$49.2K -199 -11%
FHC
2154
First Heartland Consultants
Missouri
$405K +$495 +2 +0.1%
MAM
2155
McLean Asset Management
Virginia
$405K +$3.71K +15 +0.9%
QC
2156
Quent Capital
New York
$405K +$160K +645 +65%
BIC
2157
Beach Investment Counsel
Pennsylvania
$404K – – –
KM
2158
Kalos Management
Georgia
$403K -$190K -770 -32%
PWA
2159
Physician Wealth Advisors
Utah
$403K +$41.2K +162 +11%
TCBWMS
2160
Texas Capital Bank Wealth Management Services
Texas
$402K +$8.15K +33 +2%
MKC
2161
M. Kraus & Co
Vermont
$399K +$36.1K +146 +10%
BWM
2162
BlackDiamond Wealth Management
New York
$398K +$48.8K +197 +14%
CFG
2163
Carter Financial Group
Illinois
$398K +$398K +1,609 New
SIS
2164
Sound Income Strategies
Florida
$397K +$743 +3 +0.2%
FFG
2165
Fortem Financial Group
California
$397K +$2.97K +12 +0.8%
XSC
2166
X-Square Capital
Puerto Rico
$396K -$396K -1,603 -50%
CG
2167
Clarus Group
Texas
$394K +$26.7K +108 +7%
PCM
2168
Princeton Capital Management
New Jersey
$391K +$7.41K +30 +2%
EA
2169
Echo45 Advisors
California
$390K -$111K -449 -22%
CFO
2170
CVA Family Office
Colorado
$390K +$101K +410 +35%
EGA
2171
E&G Advisors
Texas
$389K – – –
BIA
2172
Bigelow Investment Advisors
Maine
$389K – – –
JBA
2173
Johnson Bixby & Associates
Washington
$388K – – –
WG
2174
Watchman Group
Texas
$386K +$6.43K +26 +2%
BAM
2175
Beaumont Asset Management
Texas
$386K +$6.41K +26 +2%
85 86
87
88 89