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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 %
EFL
2276
ERn Financial LLC
Wisconsin
$328K -$71.4K -289 -18%
SMG
2277
Spectrum Management Group
Indiana
$327K – – –
FP
2278
Financial Perspectives
Minnesota
$325K – – –
TIA
2279
Traphagen Investment Advisors
New Jersey
$325K +$247 +1 +0.1%
QPWM
2280
Quadrant Private Wealth Management
Pennsylvania
$325K -$35.6K -144 -10%
WAS
2281
Winch Advisory Services
Wisconsin
$325K -$7.66K -31 -2%
CIP
2282
Capital Insight Partners
Arizona
$324K – – –
BFIC
2283
Bedell Frazier Investment Counselling
California
$323K -$7.67K -31 -2%
OKSA
2284
O'Keefe Stevens Advisory
New York
$321K – – –
SFG
2285
Sather Financial Group
Texas
$321K +$47.7K +193 +17%
BA
2286
Ballast Advisors
Minnesota
$320K – – –
CWA
2287
Clarus Wealth Advisors
Arizona
$319K +$6.51K +26 +2%
OWA
2288
Octavia Wealth Advisors
Ohio
$318K – – –
HH
2289
HWG Holdings
Texas
$318K +$318K +1,286 New
Financial Engines Advisors
2290
Financial Engines Advisors
California
$317K -$242K -977 -43%
BP
2291
Broadleaf Partners
Ohio
$317K -$1.24K -5 -0.4%
TWP
2292
Tempus Wealth Planning
California
$317K – – –
EM
2293
Excalibur Management
Massachusetts
$317K +$1.73K +7 +0.5%
BCM
2294
Breiter Capital Management
Florida
$316K – – –
CA
2295
Cambridge Advisors
Nebraska
$316K +$5.93K +24 +2%
D
2296
Dentgroup
Louisiana
$315K – – –
WIM
2297
Wittenberg Investment Management
Massachusetts
$315K – – –
CCP
2298
Cassia Capital Partners
North Carolina
$315K +$7.93K +32 +3%
AWC
2299
Abundance Wealth Counselors
Pennsylvania
$315K +$315K +1,273 New
EA
2300
Emerald Advisors
Washington
$314K -$3.46K -14 -1%
90 91
92
93 94