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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 %
SRC
2351
Sage Rhino Capital
California
$313K +$4.3K +16 +1%
CFO
2352
CVA Family Office
Colorado
$313K +$213K +793 +211%
MAC
2353
Mason & Associates (California)
California
$313K +$313K +1,167 New
TIA
2354
Tandem Investment Advisors
South Carolina
$312K +$57.6K +215 +23%
AA
2355
Aire Advisors
California
$312K +$312K +1,163 New
HCM
2356
Hutchinson Capital Management
California
$311K +$1.07K +4 +0.3%
BWM
2357
Boyd Wealth Management
California
$311K +$311K +1,161 New
NRW
2358
Nova R Wealth
Kansas
$310K +$310K +1,155 New
WCA
2359
Waypoint Capital Advisors
Minnesota
$310K +$310K +1,156 New
CCM
2360
Carlson Capital Management
Minnesota
$309K -$16.6K -62 -5%
TIM
2361
Total Investment Management
Arizona
$309K +$22.5K +84 +8%
CGA
2362
Crescent Grove Advisors
Illinois
$309K +$80.2K +299 +35%
APA
2363
Astoria Portfolio Advisors
New York
$309K +$309K +1,153 New
OAM
2364
Occidental Asset Management
California
$307K – – –
HSWM
2365
Hubbell Strickland Wealth Management
Louisiana
$307K +$536 +2 +0.2%
PFC
2366
Phocas Financial Corp
California
$307K +$21.2K +79 +7%
CCA
2367
Cadent Capital Advisors
Oklahoma
$306K -$35.4K -132 -10%
MTC
2368
McDaniel Terry & Co
Texas
$306K – – –
CYG
2369
Clean Yield Group
Vermont
$305K -$46.9K -175 -13%
AIM
2370
Arcadia Investment Management
Michigan
$305K – – –
IAG
2371
Investmark Advisory Group
Connecticut
$305K +$305K +1,138 New
SW
2372
StrongBox Wealth
Missouri
$304K -$1.88K -7 -0.6%
4WM
2373
4J Wealth Management
Virginia
$303K -$18.8K -70 -6%
SFWA
2374
Summit Financial Wealth Advisors
Louisiana
$303K -$11.5K -43 -4%
GWAM
2375
Guardian Wealth Advisors (Minnesota)
Minnesota
$303K -$3.75K -14 -1%
93 94
95
96 97