MCD icon

McDonald's
MCD

Overview Fund Activity

2,782 hedge funds and large institutions have $135B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,113 increasing their positions, 911 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+275
Holders Change %
+10.97%
% of All Funds
42.97%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.99%
New
403
Increased
1,113
Reduced
911
Closed
90
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$793M
2
BlackRock
BlackRock
New York
+$615M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$330M
4
Barclays
Barclays
United Kingdom
+$298M
5
State Street
State Street
Massachusetts
+$277M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$862M
2
MAM
Magellan Asset Management
Australia
-$553M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
4
Citadel Advisors
Citadel Advisors
Florida
-$333M
5
DZ Bank
DZ Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2201
Atticus Wealth Management
Florida
$400K +$79.9K +298 +25%
AG
2202
AlphaSimPlex Group
Massachusetts
$398K -$895K -3,343 -69%
PPWM
2203
Paragon Private Wealth Management
Kentucky
$397K +$397K +1,481 New
FPOC
2204
Financial Planners of Cleveland
Ohio
$397K +$397K +1,519 New
WH
2205
Willner & Heller
California
$397K +$397K +1,646 New
LIA
2206
LBMC Investment Advisors
Tennessee
$396K -$254K -948 -39%
MA
2207
MONECO Advisors
Connecticut
$396K +$21.1K +81 +6%
WRM
2208
Weybosset Research & Management
Rhode Island
$395K -$15.3K -57 -4%
RA
2209
Riversedge Advisors
Delaware
$395K +$47.8K +178 +14%
WCM
2210
Wedge Capital Management
North Carolina
$394K +$394K +1,469 New
IP
2211
Ignite Planners
California
$394K +$394K +1,536 New
MKC
2212
M. Kraus & Co
Vermont
$393K -$4.02K -15 -1%
B
2213
Brightworth
Georgia
$393K +$4.29K +16 +1%
PWM
2214
Paulson Wealth Management
Illinois
$393K +$162K +606 +70%
FMTC
2215
Farmers & Merchants Trust Company
California
$392K – – –
RF
2216
RHS Financial
California
$392K – – –
FBC
2217
Fairfield, Bush & Co
Connecticut
$391K -$5.36M -20,019 -93%
UF
2218
Univest Financial
Pennsylvania
$391K -$26.8K -100 -6%
QPWM
2219
Quadrant Private Wealth Management
Pennsylvania
$391K – – –
VFPI
2220
Vantage Financial Partners (Illinois)
Illinois
$389K +$67.1K +250 +21%
FPGK
2221
Financial Partners Group (Kansas)
Kansas
$388K +$260 +1 +0.1%
FAM
2222
Flaharty Asset Management
Florida
$388K +$6.43K +24 +2%
APIM
2223
Agate Pass Investment Management
Washington
$388K +$388K +1,447 New
PFA
2224
Pathway Financial Advisors
Vermont
$388K +$388K +1,497 New
PFA
2225
Pettinga Financial Advisors
Indiana
$387K -$143K -535 -27%
87 88
89
90 91