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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJYG
2226
David J. Yvars Group
Florida
$357K – – –
PFA
2227
Pettinga Financial Advisors
Indiana
$357K +$247 +1 +0.1%
TAM
2228
Trillium Asset Management
Massachusetts
$356K – – –
IF
2229
Insight Folios
North Carolina
$354K +$30.7K +124 +9%
NJBEST
2230
New Jersey Better Educational Savings Trust
New Jersey
$353K – – –
GHAM
2231
Gilman Hill Asset Management
Connecticut
$352K -$29.7K -120 -8%
MTC
2232
McDaniel Terry & Co
Texas
$352K +$69.7K +282 +25%
SSW
2233
Stone Summit Wealth
Florida
$352K +$352K +1,415 New
APIM
2234
Agate Pass Investment Management
Washington
$349K -$8.65K -35 -2%
CAGAS
2235
Capital Advisory Group Advisory Services
Minnesota
$348K – – –
CIP
2236
Convergence Investment Partners
Florida
$347K -$1.48K -6 -0.4%
MGIA
2237
Matthew Goff Investment Advisor
Texas
$347K – – –
MF
2238
Meridian Financial
Massachusetts
$347K – – –
LJAC
2239
L.J. Altfest & Co
New York
$346K -$37.3K -151 -10%
GF
2240
Gries Financial
Ohio
$345K -$29.2K -118 -8%
AWM
2241
Atticus Wealth Management
Florida
$345K -$23.2K -94 -6%
AFAS
2242
Acorn Financial Advisory Services
Virginia
$345K +$496 +2 +0.1%
SRG
2243
SBB Research Group
Illinois
$345K +$1.73K +7 +0.5%
SOS
2244
Silver Oak Securities
Tennessee
$345K +$345K +1,372 New
KFS
2245
Kelly Financial Services
Massachusetts
$344K +$1.24K +5 +0.4%
KPWG
2246
KFA Private Wealth Group
Virginia
$344K +$36.6K +148 +12%
PCP
2247
Proficio Capital Partners
Massachusetts
$343K -$150K -610 -30%
OBWG
2248
Onyx Bridge Wealth Group
New York
$342K +$33.4K +135 +11%
EF
2249
Empirical Finance
Pennsylvania
$341K – – –
VHAM
2250
Van Hulzen Asset Management
California
$341K +$247 +1 +0.1%
88 89
90
91 92