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McDonald's
MCD

Overview Fund Activity

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$531M
2
BlackRock
BlackRock
New York
+$439M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$356M
4
Amundi
Amundi
France
+$280M
5
Barclays
Barclays
United Kingdom
+$264M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$685M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$378M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$326M
5
MAM
Magellan Asset Management
Australia
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
2301
Capital Advisory Group Advisory Services
Minnesota
$371K – – –
AFAS
2302
Acorn Financial Advisory Services
Virginia
$370K +$3.16K +12 +0.9%
PCMC
2303
Private Capital Management (Colorado)
Colorado
$370K -$411K -1,561 -53%
AFT
2304
Alpha Family Trust
California
$370K +$52.7K +200 +17%
RWA
2305
Redhawk Wealth Advisors
Minnesota
$370K -$2.37K -9 -0.6%
KFS
2306
Kelly Financial Services
Massachusetts
$370K +$1.05K +4 +0.3%
MF
2307
Meridian Financial
Massachusetts
$370K – – –
EI
2308
Ellevest Inc
New York
$369K -$49.5K -188 -12%
GA
2309
Greytown Advisors
Florida
$368K -$280K -1,063 -43%
Cohen & Steers
2310
Cohen & Steers
New York
$367K – – –
HP
2311
Hyperion Partners
Pennsylvania
$367K +$367K +1,392 New
PSP
2312
Pacific Sage Partners
Washington
$366K +$366K +1,390 New
BF
2313
Brogan Financial
Tennessee
$366K +$366K +1,389 New
PMG
2314
Private Management Group
California
$366K -$2.11K -8 -0.6%
BOS
2315
Bank of Stockton
California
$363K – – –
CWA
2316
Consilium Wealth Advisory
Texas
$360K – – –
WAS
2317
Winch Advisory Services
Wisconsin
$360K +$10.8K +41 +3%
AIC
2318
Archer Investment Corporation
Indiana
$358K – – –
BLC
2319
Brown, Lisle/Cummings
Rhode Island
$357K +$43.5K +165 +14%
SCM
2320
Seascape Capital Management
New Hampshire
$357K -$103K -391 -22%
DWM
2321
Drive Wealth Management
Utah
$356K +$123K +466 +53%
VFP
2322
Verus Financial Partners
Virginia
$355K -$122K -456 -26%
STA
2323
Summit Trail Advisors
New York
$355K -$86.4K -328 -20%
AWS
2324
Arkfeld Wealth Strategies
Nebraska
$354K -$8.87K -33 -2%
BBW
2325
Blue Barn Wealth
Utah
$353K +$4.48K +17 +1%
91 92
93
94 95