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McDonald's
MCD

Overview Fund Activity

2,782 hedge funds and large institutions have $135B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,113 increasing their positions, 911 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+275
Holders Change %
+10.97%
% of All Funds
42.97%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.99%
New
403
Increased
1,113
Reduced
911
Closed
90
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$793M
2
BlackRock
BlackRock
New York
+$615M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$330M
4
Barclays
Barclays
United Kingdom
+$298M
5
State Street
State Street
Massachusetts
+$277M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$862M
2
MAM
Magellan Asset Management
Australia
-$553M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
4
Citadel Advisors
Citadel Advisors
Florida
-$333M
5
DZ Bank
DZ Bank
Germany
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
2251
Dakota Wealth Management
Florida
$370K +$370K +1,382 New
VHAM
2252
Van Hulzen Asset Management
California
$369K -$67K -250 -15%
KC
2253
Kingfisher Capital
North Carolina
$368K +$536 +2 +0.1%
MF
2254
Manchester Financial
California
$367K – – –
BWP
2255
Baldwin Wealth Partners
Massachusetts
$366K +$16.1K +60 +5%
CWA
2256
Consilium Wealth Advisory
Texas
$366K +$366K +1,367 New
CHP
2257
Cable Hill Partners
Oregon
$365K +$24.9K +93 +7%
AC
2258
ASB Consultores
Florida
$365K +$365K +1,362 New
AIC
2259
Archer Investment Corporation
Indiana
$365K – – –
FC
2260
Ferris Capital
Massachusetts
$364K – – –
Cohen & Steers
2261
Cohen & Steers
New York
$363K – – –
CG
2262
Clarus Group
Texas
$363K – – –
HFBOT
2263
Home Federal Bank of Tennessee
Tennessee
$362K – – –
SMA
2264
Sage Mountain Advisors
Georgia
$361K -$27.3K -102 -7%
AMC
2265
Asset Management Corp
Illinois
$361K -$15.5K -58 -4%
WAS
2266
Winch Advisory Services
Wisconsin
$361K -$6.17K -23 -2%
GAB
2267
German American Bancorp
Indiana
$361K -$4.56K -17 -1%
LOPW
2268
Live Oak Private Wealth
North Carolina
$360K – – –
XWM
2269
Xcel Wealth Management
Florida
$360K +$268 +1 +0.1%
WLPWM
2270
Walled Lake Planning & Wealth Management
Illinois
$360K +$268 +1 +0.1%
CWA
2271
Canvas Wealth Advisors
Kansas
$360K +$13.9K +52 +4%
BFIC
2272
Bedell Frazier Investment Counselling
California
$358K +$8.31K +31 +2%
SHGA
2273
Sand Hill Global Advisors
California
$357K -$11.3K -42 -3%
PCM
2274
Poehling Capital Management
Wisconsin
$356K -$47.9K -179 -12%
SMG
2275
Spectrum Management Group
Indiana
$355K -$52.1K -194 -13%
89 90
91
92 93