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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 %
BIM
2401
Bullseye Investment Management
Ohio
$294K +$294K +1,097 New
MBFW
2402
Morton Brown Family Wealth
Pennsylvania
$292K +$292K +1,089 New
MPW
2403
Monterey Private Wealth
California
$291K +$268 +1 +0.1%
NFSG
2404
Newbridge Financial Services Group
Florida
$291K +$80K +298 +38%
SAM
2405
Satovsky Asset Management
New York
$290K +$1.61K +6 +0.6%
BFAG
2406
Blackston Financial Advisory Group
Florida
$290K +$290K +1,083 New
PIFP
2407
Partners in Financial Planning
Virginia
$288K – – –
DWM
2408
Darwin Wealth Management
Florida
$288K -$30.1K -119 -9%
OL
2409
Optas LLC
Texas
$288K +$3.48K +13 +1%
ME
2410
McIlrath & Eck
Washington
$286K -$5.09K -19 -2%
KMWM
2411
Keudell/Morrison Wealth Management
Oregon
$286K – – –
CIA
2412
Compass Ion Advisors
Pennsylvania
$286K +$1.34K +5 +0.5%
NPT
2413
Nixon Peabody Trust
Massachusetts
$286K +$286K +1,068 New
WCF
2414
West Coast Financial
California
$285K +$23.6K +88 +9%
FAG
2415
Fortitude Advisory Group
Washington
$285K +$285K +1,063 New
QWM
2416
QP Wealth Management
New Jersey
$283K – – –
FPCG
2417
Fort Pitt Capital Group
Pennsylvania
$282K -$32.1K -120 -10%
SC
2418
Skylands Capital
Wisconsin
$281K – – –
HFG
2419
Heron Financial Group
New York
$280K -$3.62K -14 -1%
BWM
2420
Birchcreek Wealth Management
Ohio
$280K +$25.2K +94 +10%
SIG
2421
Sargent Investment Group
Maryland
$280K +$47K +175 +20%
MTIC
2422
Missouri Trust & Investment Company
Missouri
$280K +$280K +1,044 New
APS
2423
American Planning Services
Florida
$280K +$280K +1,045 New
HIG
2424
Heritage Investment Group
Florida
$279K +$279K +1,040 New
PWM
2425
Prentice Wealth Management
New York
$278K -$4.82K -18 -2%
95 96
97
98 99