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McDonald's
MCD

Overview Fund Activity

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$531M
2
BlackRock
BlackRock
New York
+$439M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$356M
4
Amundi
Amundi
France
+$280M
5
Barclays
Barclays
United Kingdom
+$264M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$685M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$378M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$326M
5
MAM
Magellan Asset Management
Australia
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
2201
Curi Wealth Management
North Carolina
$431K +$84.6K +321 +24%
EBA
2202
Eagle Bay Advisors
New York
$430K +$36.6K +139 +9%
CAC
2203
Certified Advisory Corp
Florida
$430K -$76.4K -290 -15%
MKC
2204
M. Kraus & Co
Vermont
$430K +$5.01K +19 +1%
Dimensional Fund Advisors
2205
Dimensional Fund Advisors
Texas
$429K +$6.48K +24,571 +2%
CCM
2206
Carlson Capital Management
Minnesota
$429K -$2.37K -9 -0.6%
IAA
2207
Independent Advisor Alliance
North Carolina
$428K +$23.1K +3,979 +6%
MWP
2208
Meridian Wealth Partners
Pennsylvania
$428K +$2.37K +9 +0.6%
EFL
2209
ERn Financial LLC
Wisconsin
$427K +$42.7K +162 +11%
AAM
2210
Aureus Asset Management
Massachusetts
$427K +$72.7K +276 +21%
CIA
2211
Caerus Investment Advisors
Texas
$427K -$132K -500 -24%
CFA
2212
Cahill Financial Advisors
Minnesota
$426K -$1.05K -4 -0.2%
GHA
2213
Granite Harbor Advisors
Texas
$425K +$425K +1,611 New
SMWM
2214
Silvia McColl Wealth Management
California
$423K +$423K +1,607 New
CG
2215
Clarus Group
Texas
$423K +$1.32K +5 +0.3%
SGWM
2216
Sterling Group Wealth Management
California
$423K +$423K +1,606 New
FPCG
2217
Fort Pitt Capital Group
Pennsylvania
$422K +$62.5K +237 +17%
SPWG
2218
Sage Private Wealth Group
Illinois
$422K +$1.06K +4 +0.3%
AAM
2219
Autus Asset Management
Arizona
$422K – – –
XSC
2220
X-Square Capital
Puerto Rico
$421K – – –
PSCM
2221
Per Stirling Capital Management
Texas
$421K +$421K +1,597 New
FFG
2222
Fortem Financial Group
California
$421K +$2.11K +8 +0.5%
LBC
2223
Lawrence B. Cohen
$420K +$420K +1,594 New
TCBWMS
2224
Texas Capital Bank Wealth Management Services
Texas
$417K – – –
SIS
2225
Sound Income Strategies
Florida
$417K -$11.9K -45 -3%
87 88
89
90 91