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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 %
MIS
2176
Morningstar Investment Services
Illinois
$358K +$2.61K +10 +0.7%
AFG
2177
Allegheny Financial Group
Pennsylvania
$358K +$163K +705 +83%
CWM
2178
Cabot Wealth Management
Massachusetts
$357K -$3.46K -15 -1%
TAM
2179
Trillium Asset Management
Massachusetts
$356K -$22.6K -98 -6%
DW
2180
Domani Wealth
Pennsylvania
$356K – – –
LDFR
2181
Lehman & Derafelo Financial Resources
Pennsylvania
$354K -$1.62K -7 -0.5%
EM
2182
Excalibur Management
Massachusetts
$353K +$55.4K +240 +19%
NCM
2183
Novare Capital Management
North Carolina
$352K -$308K -1,335 -47%
KWM
2184
Kolinsky Wealth Management
New Jersey
$352K +$8.07K +35 +2%
IF
2185
Insight Folios
North Carolina
$351K +$10.6K +46 +3%
EL
2186
EMFO LLC
Florida
$350K -$1.63M -7,045 -82%
BWP
2187
Baldwin Wealth Partners
Massachusetts
$348K – – –
AWM
2188
Affinity Wealth Management
Delaware
$347K +$3.46K +15 +1%
SEC
2189
Seven Eight Capital
New York
$347K +$347K +1,503 New
BCM
2190
Bienville Capital Management
New York
$346K – – –
EBA
2191
Eagle Bay Advisors
New York
$345K -$11.3K -49 -3%
AIFAIM
2192
American Institute for Advanced Investment Management
Arizona
$345K – – –
IIL
2193
Insight Inv LLC
California
$345K – – –
6F
2194
626 Financial
Michigan
$345K – – –
EFM
2195
E Fund Management
China
$344K +$4.85K +21 +1%
CWA
2196
Clarus Wealth Advisors
Arizona
$344K +$67.9K +289 +25%
CW
2197
Connectus Wealth
Ohio
$342K +$69.1K +300 +25%
CAM
2198
Concorde Asset Management
Michigan
$341K +$341K +1,480 New
MIM
2199
MTM Investment Management
South Carolina
$340K -$116K -502 -25%
FPGK
2200
Financial Partners Group (Kansas)
Kansas
$340K -$11.1K -48 -3%
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