MCD icon

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 %
AIA
2276
Allied Investment Advisors
Montana
$299K +$18.5K +80 +7%
MGWM
2277
Marks Group Wealth Management
Minnesota
$298K -$582K -2,518 -66%
GF
2278
Gries Financial
Ohio
$298K -$27.5K -119 -8%
CA
2279
Carson Advisory
Georgia
$298K -$23.1K -100 -7%
RF
2280
RHS Financial
California
$298K – – –
AWA
2281
Alaska Wealth Advisors
Alaska
$298K +$15K +65 +5%
OWA
2282
Octavia Wealth Advisors
Ohio
$297K -$27.2K -118 -8%
NPA
2283
Nichols & Pratt Advisers
Massachusetts
$296K -$525K -2,277 -64%
TWP
2284
Tempus Wealth Planning
California
$296K – – –
PCM
2285
Poehling Capital Management
Wisconsin
$296K +$231 +1 +0.1%
IUHSA
2286
Itau Unibanco Holding S.A.
Brazil
$295K -$922 -4 -0.3%
AT
2287
Arvest Trust
Oklahoma
$295K +$41.9K +182 +17%
PFC
2288
Phocas Financial Corp
California
$294K +$69.2K +300 +31%
TPW
2289
Tiller Private Wealth
Pennsylvania
$290K -$46.2K -200 -14%
SWMP
2290
Signature Wealth Management Partners
New Jersey
$290K – – –
SMA
2291
Sage Mountain Advisors
Georgia
$289K -$32.1K -139 -10%
SFG
2292
Sunburst Financial Group
Alabama
$289K +$13.8K +60 +5%
MGIA
2293
Matthew Goff Investment Advisor
Texas
$288K +$3.46K +15 +1%
IAG
2294
Investmark Advisory Group
Connecticut
$288K +$36.2K +157 +14%
CC
2295
Callan Capital
California
$288K +$288K +1,250 New
TIA
2296
Traphagen Investment Advisors
New Jersey
$287K – – –
WOC
2297
West Oak Capital
California
$285K -$49.9K -216 -15%
APIM
2298
Agate Pass Investment Management
Washington
$285K – – –
BP
2299
Broadleaf Partners
Ohio
$284K -$11.5K -50 -4%
MPW
2300
Monterey Private Wealth
California
$284K -$5.85K -25 -2%
90 91
92
93 94