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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 %
KPWG
2251
KFA Private Wealth Group
Virginia
$308K +$922 +4 +0.3%
MCP
2252
Mirador Capital Partners
California
$307K -$46.4K -201 -13%
FCA
2253
FinTrust Capital Advisors
South Carolina
$307K +$249 +1 +0.1%
PIFP
2254
Partners in Financial Planning
Virginia
$307K -$1.91K -7 -0.6%
SOS
2255
Silver Oak Securities
Tennessee
$306K +$41.9K +159 +16%
SMG
2256
Spectrum Management Group
Indiana
$305K – – –
WAS
2257
Winch Advisory Services
Wisconsin
$305K +$691 +3 +0.2%
BBW
2258
Blue Barn Wealth
Utah
$305K +$12K +52 +4%
HFP
2259
Holistic Financial Partners
Indiana
$305K +$50.4K +218 +20%
SFG
2260
Sovereign Financial Group
Connecticut
$305K +$76.4K +331 +33%
FP
2261
Financial Perspectives
Minnesota
$304K +$461 +2 +0.2%
MF
2262
Manchester Financial
California
$304K -$6.69K -29 -2%
CIP
2263
Convergence Investment Partners
Florida
$303K -$18.7K -81 -6%
HWM
2264
Hemington Wealth Management
Virginia
$303K +$49.3K +214 +19%
CWM
2265
Curi Wealth Management
North Carolina
$303K +$197K +852 +185%
SEP
2266
Southland Equity Partners
Missouri
$303K +$4.62K +20 +2%
DCBT
2267
Dakota Community Bank & Trust
North Dakota
$301K +$301K +1,304 New
WCM
2268
Wedge Capital Management
North Carolina
$300K -$11.5K -50 -4%
RWI
2269
Red Wave Investments
Pennsylvania
$300K – – –
GAB
2270
German American Bancorp
Indiana
$300K – – –
OKSA
2271
O'Keefe Stevens Advisory
New York
$300K – – –
AWM
2272
Avaii Wealth Management
Wisconsin
$300K +$9.23K +40 +3%
CS
2273
Capital Square
Tennessee
$300K +$59.7K +259 +25%
GA
2274
Geller Advisors
New York
$299K -$182K -791 -38%
BA
2275
Ballast Advisors
Minnesota
$299K -$693 -3 -0.2%
89 90
91
92 93