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McDonald's
MCD

Overview Fund Activity

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$832M
2
DZ Bank
DZ Bank
Germany
+$416M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$321M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$211M

Top Sellers

1
State Street
State Street
Massachusetts
-$510M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$507M
3
Renaissance Technologies
Renaissance Technologies
New York
-$343M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
2201
Calton & Associates
Florida
$353K -$295K -1,196 -46%
NJBEST
2202
New Jersey Better Educational Savings Trust
New Jersey
$353K – – –
XWM
2203
Xcel Wealth Management
Florida
$353K +$21.2K +86 +6%
MTC
2204
McDaniel Terry & Co
Texas
$352K – – –
SFWA
2205
Summit Financial Wealth Advisors
Louisiana
$351K +$67.9K +271 +24%
CCM
2206
Compton Capital Management
Rhode Island
$350K -$2.74M -11,104 -89%
LIA
2207
LBMC Investment Advisors
Tennessee
$349K -$7.4K -30 -2%
SSW
2208
Stone Summit Wealth
Florida
$349K – – –
SFG
2209
Sather Financial Group
Texas
$349K +$28.4K +115 +9%
GF
2210
Gries Financial
Ohio
$348K +$3.71K +15 +1%
RWA
2211
Redhawk Wealth Advisors
Minnesota
$347K +$9.13K +37 +3%
MF
2212
Meridian Financial
Massachusetts
$346K – – –
SRG
2213
SBB Research Group
Illinois
$346K +$1.48K +6 +0.4%
CAGAS
2214
Capital Advisory Group Advisory Services
Minnesota
$345K – – –
AFAS
2215
Acorn Financial Advisory Services
Virginia
$345K +$248 +1 +0.1%
OWA
2216
Octavia Wealth Advisors
Ohio
$345K +$29.5K +120 +9%
KFS
2217
Kelly Financial Services
Massachusetts
$345K +$988 +4 +0.3%
CIP
2218
Convergence Investment Partners
Florida
$344K -$1.97K -8 -0.6%
LJAC
2219
L.J. Altfest & Co
New York
$344K -$1.48K -6 -0.4%
CA
2220
Carson Advisory
Georgia
$344K +$33.6K +136 +11%
SMA
2221
Sage Mountain Advisors
Georgia
$343K +$6.17K +25 +2%
Cohen & Steers
2222
Cohen & Steers
New York
$343K +$8.88K +36 +3%
AWS
2223
Arkfeld Wealth Strategies
Nebraska
$342K – – –
EF
2224
Empirical Finance
Pennsylvania
$340K – – –
KC
2225
Kingfisher Capital
North Carolina
$340K +$740 +3 +0.2%
87 88
89
90 91