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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 %
CCM
2376
Chilton Capital Management
Texas
$302K – – –
RW
2377
REDW Wealth
New Mexico
$302K +$25.5K +95 +9%
EWA
2378
ERTS Wealth Advisors
Michigan
$301K -$267 -1 -0.1%
HCP
2379
Holt Capital Partners
Texas
$300K -$8.04K -30 -3%
IA
2380
IFG Advisors
Missouri
$299K +$536 +2 +0.2%
FWM
2381
Focused Wealth Management
New York
$299K +$537 +2 +0.2%
IMOV
2382
Investment Management of Virginia
Virginia
$299K +$16.1K +60 +6%
WOSD
2383
WFA of San Diego
California
$299K +$31.7K +118 +12%
HTHT
2384
Hemenway Trust Hemenway Trust
New Hampshire
$298K -$41.1K -153 -12%
MCA
2385
Magnolia Capital Advisors
Mississippi
$298K +$1.34K +5 +0.5%
BWM
2386
BNC Wealth Management
Oregon
$298K +$8.32K +31 +3%
ACM
2387
Ategra Capital Management
Virginia
$297K – – –
HCMT
2388
Highland Capital Management (Tennessee)
Tennessee
$297K -$1.35M -5,027 -82%
NL
2389
Navalign LLC
California
$297K -$46.9K -175 -14%
W
2390
WealthOne
New York
$297K -$25K -93 -8%
CISOA
2391
Capital Investment Services of America
Wisconsin
$297K – – –
SFG
2392
Sather Financial Group
Texas
$296K +$1.34K +5 +0.5%
GWANC
2393
Guardian Wealth Advisors (North Carolina)
North Carolina
$296K +$296K +1,105 New
BCB
2394
Brian C. Broderick
$295K – – –
AWM
2395
Adams Wealth Management
Utah
$295K – – –
WCG
2396
Weaver Consulting Group
California
$295K +$53.6K +200 +22%
TWA
2397
Tillar-Wenstrup Advisors
Ohio
$295K +$295K +1,100 New
FM
2398
Family Management
New York
$294K – – –
TFF
2399
The Family Firm
Maryland
$294K +$1.07K +4 +0.4%
PFG
2400
Pinnacle Financial Group
Illinois
$294K +$294K +1,097 New
94 95
96
97 98