MCD icon

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 %
FAM
2226
Flaharty Asset Management
Florida
$417K +$106K +404 +34%
WPC
2227
Waters Parkerson & Co
Louisiana
$416K -$184K -700 -31%
QPWM
2228
Quadrant Private Wealth Management
Pennsylvania
$415K +$415K +1,573 New
PFA
2229
Pathway Financial Advisors
Vermont
$413K -$8.7K -33 -2%
SFA
2230
Source Financial Advisors
New York
$413K -$6.85K -26 -2%
SGK
2231
Steigerwald Gordon & Koch
Virginia
$412K +$1.05K +4 +0.3%
PCA
2232
Prosperity Capital Advisors
Ohio
$412K +$412K +1,564 New
PCM
2233
Princeton Capital Management
New Jersey
$412K – – –
EF
2234
Empirical Finance
Pennsylvania
$411K +$48K +182 +13%
SN
2235
Sittner & Nelson
Oregon
$411K +$527 +2 +0.1%
GAG
2236
GM Advisory Group
New York
$411K – – –
IF
2237
Insight Folios
North Carolina
$411K +$9.49K +36 +2%
C
2238
CEDRUS
Colorado
$410K +$27.9K +106 +7%
AFG
2239
Allegheny Financial Group
Pennsylvania
$410K +$1.05K +4 +0.3%
FNBSF
2240
First National Bank Sioux Falls
South Dakota
$410K – – –
IAG
2241
Ipsen Advisor Group
Arkansas
$409K +$409K +1,554 New
BWM
2242
BCGM Wealth Management
Indiana
$409K +$1.32K +5 +0.3%
HWM
2243
Hohimer Wealth Management
Washington
$408K -$1.98M -7,521 -83%
PIMG
2244
Patriot Investment Management Group
Tennessee
$408K -$65.9K -242 -14%
NPA
2245
Nichols & Pratt Advisers
Massachusetts
$408K +$69.3K +263 +20%
EM
2246
Excalibur Management
Massachusetts
$407K +$4.22K +16 +1%
PSP
2247
Principal Street Partners
Tennessee
$406K +$145K +549 +55%
CWA
2248
Canvas Wealth Advisors
Kansas
$406K +$21.8K +82 +6%
AWM
2249
Affinity Wealth Management
Delaware
$406K +$8.96K +34 +2%
SAMC
2250
Spectrum Asset Management (California)
California
$406K +$26.6K +101 +7%
88 89
90
91 92