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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBWM
2376
Eagle Bluffs Wealth Management
Missouri
$273K +$22.8K +92 +9%
ZCM
2377
Ziegler Capital Management
Illinois
$272K -$8.47M -34,299 -97%
HFP
2378
Holistic Financial Partners
Indiana
$272K -$82.4K -333 -23%
NQWM
2379
Northwest Quadrant Wealth Management
Oregon
$272K -$28.4K -115 -9%
RW
2380
REDW Wealth
New Mexico
$272K -$6.68K -27 -2%
BWM
2381
BNC Wealth Management
Oregon
$272K -$2.47K -10 -0.9%
TWA
2382
Tillar-Wenstrup Advisors
Ohio
$272K – – –
TFF
2383
The Family Firm
Maryland
$272K +$989 +4 +0.4%
BIM
2384
Bullseye Investment Management
Ohio
$271K – – –
I
2385
INVST
Indiana
$271K +$61.4K +248 +29%
MBFW
2386
Morton Brown Family Wealth
Pennsylvania
$270K +$248 +1 +0.1%
MPW
2387
Monterey Private Wealth
California
$270K +$249 +1 +0.1%
SAM
2388
Satovsky Asset Management
New York
$270K +$1.49K +6 +0.6%
OL
2389
Optas LLC
Texas
$270K +$4.69K +19 +2%
ACM
2390
AUA Capital Management
Pennsylvania
$269K +$60.4K +244 +29%
HA
2391
Hofer & Associates
California
$269K +$79.1K +320 +42%
IAG
2392
Investmark Advisory Group
Connecticut
$268K -$12.6K -51 -4%
CCM
2393
Canal Capital Management
Virginia
$267K +$12.6K +51 +5%
SIA
2394
Strategic Investment Advisors
Michigan
$267K +$78.6K +318 +42%
WCA
2395
Waypoint Capital Advisors
Minnesota
$266K -$19.2K -78 -7%
DWM
2396
Darwin Wealth Management
Florida
$266K -$15.3K -62 -5%
CGA
2397
Crescent Grove Advisors
Illinois
$264K -$20.5K -83 -7%
ME
2398
McIlrath & Eck
Washington
$264K – – –
WAS
2399
Wealth Advisory Solutions
Indiana
$264K +$264K +1,066 New
RIM
2400
Rockbridge Investment Management
New York
$264K +$59.1K +237 +29%
94 95
96
97 98