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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 %
EVM
2326
Evelyn V. Moreno
$353K +$353K +1,340 New
SPP
2327
Single Point Partners
Massachusetts
$353K -$1.58K -6 -0.4%
HFP
2328
Holistic Financial Partners
Indiana
$353K +$5.01K +19 +1%
PCMC
2329
Paragon Capital Management (Colorado)
Colorado
$353K – – –
CGH
2330
CMG Global Holdings
Texas
$352K -$527 -2 -0.1%
WE
2331
Wealth Effects
Massachusetts
$351K +$351K +1,333 New
MCP
2332
Mirador Capital Partners
California
$351K +$527 +2 +0.2%
HFM
2333
Hartford Funds Management
Pennsylvania
$350K +$100K +380 +40%
GGI
2334
Godsey & Gibb Inc
Virginia
$348K +$348K +1,322 New
WCM
2335
Wedge Capital Management
North Carolina
$348K +$4.75K +18 +1%
FP
2336
Financial Perspectives
Minnesota
$348K +$264 +1 +0.1%
FL
2337
Fort LP
Maryland
$347K +$59.3K +225 +21%
KWM
2338
Kolinsky Wealth Management
New Jersey
$347K -$55.9K -212 -14%
BBWP
2339
Beacon Bridge Wealth Partners
Pennsylvania
$347K +$347K +1,316 New
LWM
2340
Lodestone Wealth Management
Washington
$347K +$347K +1,315 New
LJAC
2341
L.J. Altfest & Co
New York
$346K -$34.5K -131 -9%
BMA
2342
Brooks Moore & Associates
Tennessee
$346K +$35.9K +136 +12%
BA
2343
Ballast Advisors
Minnesota
$345K +$3.69K +14 +1%
RA
2344
Riversedge Advisors
Delaware
$344K -$9.49K -36 -3%
CS
2345
Capital Square
Tennessee
$343K – – –
RF
2346
RHS Financial
California
$343K +$2.64K +10 +0.8%
GAM
2347
GEM Asset Management
Michigan
$343K +$343K +1,300 New
OKSA
2348
O'Keefe Stevens Advisory
New York
$343K – – –
CA
2349
Carson Advisory
Georgia
$342K +$1.85K +7 +0.5%
IAG
2350
Investmark Advisory Group
Connecticut
$342K +$13.2K +50 +4%
92 93
94
95 96