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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 %
BFAG
2401
Blackston Financial Advisory Group
Florida
$315K +$15K +57 +5%
MIM
2402
Morningstar Investment Management
Illinois
$315K +$315K +1,196 New
FCA
2403
FinTrust Capital Advisors
South Carolina
$315K -$10.3K -39 -3%
FWM
2404
FMB Wealth Management
California
$315K +$315K +1,194 New
CWA
2405
Centennial Wealth Advisory
Michigan
$315K +$55.3K +210 +21%
NECFA
2406
New England Capital Financial Advisors
Connecticut
$314K +$314K +1,169 New
CFGSD
2407
Compass Financial Group (South Dakota)
South Dakota
$313K +$313K +1,188 New
CISOA
2408
Capital Investment Services of America
Wisconsin
$313K – – –
CFG
2409
Carr Financial Group
Massachusetts
$313K +$313K +1,186 New
GB
2410
Goepper Burkhardt
South Carolina
$312K +$312K +1,184 New
RCM
2411
Radnor Capital Management
Pennsylvania
$312K – – –
BP
2412
Broadleaf Partners
Ohio
$311K -$12.9K -49 -4%
GAB
2413
German American Bancorp
Indiana
$311K -$31.1K -118 -9%
CWMU
2414
Caliber Wealth Management (Utah)
Utah
$311K +$311K +1,179 New
MTC
2415
McDaniel Terry & Co
Texas
$310K +$8.71K +33 +3%
NFSG
2416
Newbridge Financial Services Group
Florida
$310K +$14.5K +55 +5%
AFP
2417
Alpha Financial Partners
Kentucky
$309K +$309K +1,174 New
CAM
2418
Claret Asset Management
Quebec, Canada
$309K +$1.85K +7 +0.6%
BWM
2419
Birchcreek Wealth Management
Ohio
$309K – – –
SFWA
2420
Summit Financial Wealth Advisors
Louisiana
$309K – – –
AT
2421
Arvest Trust
Oklahoma
$308K -$29K -110 -9%
FBC
2422
Fairfield, Bush & Co
Connecticut
$308K -$264 -1 -0.1%
RIS
2423
Retirement Income Solutions
Michigan
$308K -$290K -1,100 -49%
MAC
2424
Mason & Associates (California)
California
$308K – – –
HCM
2425
Hutchinson Capital Management
California
$307K -$264 -1 -0.1%
95 96
97
98 99