MCD icon

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 %
CFO
2351
CVA Family Office
Colorado
$342K +$30.3K +115 +10%
AWM
2352
Avaii Wealth Management
Wisconsin
$341K -$1.32K -5 -0.4%
AIA
2353
Allied Investment Advisors
Montana
$341K – – –
VT
2354
Vise Technologies
New York
$341K +$35.8K +136 +12%
CCIA
2355
Campbell & Co Investment Adviser
Maryland
$341K +$341K +1,294 New
DCBT
2356
Dakota Community Bank & Trust
North Dakota
$341K -$2.64K -10 -0.8%
LFA
2357
LGT Financial Advisors
Texas
$341K +$341K +1,292 New
HWM
2358
Hemington Wealth Management
Virginia
$340K -$6.32K -24 -2%
GF
2359
Gries Financial
Ohio
$340K – – –
XS
2360
XR Securities
Illinois
$340K -$300K -1,137 -47%
AWA
2361
Alaska Wealth Advisors
Alaska
$340K – – –
MGWM
2362
Marks Group Wealth Management
Minnesota
$340K – – –
TWA
2363
Talisman Wealth Advisors
New Jersey
$339K +$339K +1,287 New
KIG
2364
Kennedy Investment Group
New Jersey
$339K +$339K +1,286 New
TWP
2365
Tempus Wealth Planning
California
$338K – – –
PCM
2366
Poehling Capital Management
Wisconsin
$338K +$263 +1 +0.1%
TCM
2367
Tufton Capital Management
Maryland
$337K -$26.4K -100 -7%
CIP
2368
Convergence Investment Partners
Florida
$335K -$11.3K -43 -3%
FWA
2369
FSM Wealth Advisors
Ohio
$335K -$88.3K -335 -21%
KOC
2370
Koss-Olinger Consulting
Florida
$333K +$9.21K +35 +3%
MWM
2371
Merriman Wealth Management
Washington
$333K +$84.3K +320 +34%
CCP
2372
Carmel Capital Partners
California
$332K +$332K +1,260 New
SWMP
2373
Signature Wealth Management Partners
New Jersey
$331K – – –
GSIAS
2374
Garden State Investment Advisory Services
New Jersey
$331K +$331K +1,256 New
TPW
2375
Tiller Private Wealth
Pennsylvania
$331K -$264 -1 -0.1%
93 94
95
96 97