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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 %
OPWM
2276
Oxinas Partners Wealth Management
Indiana
$353K -$49K -183 -12%
AWS
2277
Arkfeld Wealth Strategies
Nebraska
$353K – – –
TC
2278
Tatro Capital
Kentucky
$353K +$268 +1 +0.1%
FP
2279
Financial Perspectives
Minnesota
$353K – – –
TIA
2280
Traphagen Investment Advisors
New Jersey
$352K +$72.9K +272 +26%
TSS
2281
Two Sigma Securities
New York
$352K -$788K -2,940 -69%
SCM
2282
Southport Capital Management
Tennessee
$351K -$27.9K -104 -7%
CIP
2283
Capital Insight Partners
Arizona
$351K – – –
IF
2284
Insight Folios
North Carolina
$350K +$11K +41 +3%
C
2285
CEDRUS
Colorado
$349K +$349K +1,301 New
OKSA
2286
O'Keefe Stevens Advisory
New York
$348K – – –
SC
2287
Sierra Capital
Florida
$348K +$195K +725 +127%
BA
2288
Ballast Advisors
Minnesota
$347K – – –
KWM
2289
Kolinsky Wealth Management
New Jersey
$347K +$347K +1,295 New
EA
2290
Emerald Advisors
Washington
$344K -$346K -1,289 -50%
BP
2291
Broadleaf Partners
Ohio
$344K – – –
TWP
2292
Tempus Wealth Planning
California
$344K – – –
AP
2293
Adero Partners
California
$344K +$11K +41 +3%
CPA
2294
Capital Planning Advisors
California
$344K +$61.4K +229 +22%
OWA
2295
Octavia Wealth Advisors
Ohio
$344K +$344K +1,285 New
BCM
2296
Breiter Capital Management
Florida
$342K -$283K -1,058 -45%
WIM
2297
Wittenberg Investment Management
Massachusetts
$342K – – –
EM
2298
Excalibur Management
Massachusetts
$342K +$1.61K +6 +0.5%
D
2299
Dentgroup
Louisiana
$342K +$342K +1,275 New
AWM
2300
Avaii Wealth Management
Wisconsin
$342K +$342K +1,276 New
90 91
92
93 94