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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 %
FMTC
2201
Farmers & Merchants Trust Company
California
$339K +$23.1K +100 +7%
EL
2202
Essex LLC
Illinois
$338K -$18.7K -81 -5%
SRC
2203
Stone Run Capital
New York
$337K – – –
EFL
2204
ERn Financial LLC
Wisconsin
$337K +$122K +527 +56%
TRIA
2205
Trail Ridge Investment Advisors
Colorado
$336K -$81.4K -300 -20%
WLPWM
2206
Walled Lake Planning & Wealth Management
Illinois
$335K +$231 +1 +0.1%
C
2207
CEDRUS
Colorado
$335K -$14.8K -64 -4%
WA
2208
Wealth Architects
California
$333K -$28.2K -122 -8%
DJYG
2209
David J. Yvars Group
Florida
$333K – – –
PFA
2210
Pettinga Financial Advisors
Indiana
$333K +$230 +1 +0.1%
LJAC
2211
L.J. Altfest & Co
New York
$333K +$11.5K +50 +4%
SAMC
2212
Spectrum Asset Management (California)
California
$332K – – –
Bank of Montreal
2213
Bank of Montreal
Ontario, Canada
$331K -$10.6K -44,594 -3%
MC
2214
Montag & Caldwell
Georgia
$331K +$27.7K +120 +9%
XWM
2215
Xcel Wealth Management
Florida
$330K – – –
NJBEST
2216
New Jersey Better Educational Savings Trust
New Jersey
$329K – – –
AWS
2217
Arkfeld Wealth Strategies
Nebraska
$328K – – –
LIA
2218
LBMC Investment Advisors
Tennessee
$328K +$1.16K +5 +0.4%
PWM
2219
Prentice Wealth Management
New York
$328K +$328K +1,400 New
SSW
2220
Stone Summit Wealth
Florida
$327K – – –
RWA
2221
Redhawk Wealth Advisors
Minnesota
$326K +$1.62K +7 +0.5%
SRG
2222
SBB Research Group
Illinois
$325K +$1.39K +6 +0.4%
T
2223
TRUADVICE
Florida
$325K +$13.6K +50 +4%
SFG
2224
Sather Financial Group
Texas
$324K -$1.85K -8 -0.6%
CAGAS
2225
Capital Advisory Group Advisory Services
Minnesota
$324K – – –
87 88
89
90 91