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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 %
MWM
2326
Merriman Wealth Management
Washington
$326K +$326K +1,217 New
AIA
2327
Allied Investment Advisors
Montana
$325K – – –
MC
2328
Middleton & Co
Massachusetts
$325K +$53.6K +200 +20%
SL
2329
Salomon & Ludwin
Virginia
$324K – – –
SFG
2330
Sunburst Financial Group
Alabama
$323K +$2.95K +11 +0.9%
LAS
2331
LWM Advisory Services
Florida
$323K +$323K +1,205 New
AWA
2332
Alaska Wealth Advisors
Alaska
$322K – – –
PWAC
2333
Private Wealth Advisors (California)
California
$322K +$1.61K +6 +0.5%
AT
2334
Arvest Trust
Oklahoma
$322K +$322K +1,201 New
PWP
2335
Pursue Wealth Partners
California
$322K +$322K +1,201 New
RB
2336
Rodgers Brothers
Pennsylvania
$321K +$321K +1,199 New
QPW
2337
Quantum Private Wealth
Florida
$321K +$321K +1,200 New
PWA
2338
Phoenix Wealth Advisors
North Carolina
$320K – – –
GCM
2339
Graham Capital Management
Connecticut
$320K +$320K +1,197 New
BLC
2340
Brown, Lisle/Cummings
Rhode Island
$318K +$318K +1,188 New
CAM
2341
Claret Asset Management
Quebec, Canada
$318K – – –
TPW
2342
Tiller Private Wealth
Pennsylvania
$317K – – –
CIC
2343
Chase Investment Counsel
Virginia
$317K +$29.7K +111 +10%
RAM
2344
Redmond Asset Management
Virginia
$317K +$317K +1,182 New
GI
2345
GAMCO Investors
Connecticut
$316K -$1.24M -4,618 -80%
SG
2346
Swarthmore Group
Pennsylvania
$315K – – –
PIA
2347
Perennial Investment Advisors
California
$315K +$21.1K +79 +7%
RCM
2348
Radnor Capital Management
Pennsylvania
$315K +$315K +1,176 New
PIMG
2349
Patriot Investment Management Group
Tennessee
$314K -$2.14K -8 -0.7%
AA
2350
AlphaMark Advisors
Kentucky
$314K – – –
92 93
94
95 96