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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 %
PWAC
2426
Private Wealth Advisors (California)
California
$307K -$1.32K -5 -0.4%
OPTFSNA
2427
Old Point Trust & Financial Services N A
Virginia
$307K – – –
RAM
2428
Redmond Asset Management
Virginia
$305K – – –
MF
2429
Manchester Financial
California
$305K -$42.2K -160 -12%
LA
2430
Legacy Advisors
Pennsylvania
$305K +$50.6K +192 +20%
TIM
2431
Total Investment Management
Arizona
$305K – – –
RA
2432
Rise Advisors
New York
$305K +$11.9K +45 +4%
NRW
2433
Nova R Wealth
Kansas
$304K – – –
CCA
2434
Cadent Capital Advisors
Oklahoma
$304K +$790 +3 +0.3%
AW
2435
Atlas Wealth
Ohio
$303K +$303K +1,151 New
DJYG
2436
David J. Yvars Group
Florida
$302K -$78K -296 -20%
TSS
2437
Two Sigma Securities
New York
$301K -$427K -1,620 -59%
BWM
2438
BNC Wealth Management
Oregon
$301K +$264 +1 +0.1%
OFS
2439
OneAscent Financial Services
Alabama
$300K +$37.7K +143 +14%
CCM
2440
Canal Capital Management
Virginia
$300K +$14K +53 +5%
PWA
2441
PCG Wealth Advisors
Kansas
$300K -$296K -1,125 -50%
PWA
2442
Phoenix Wealth Advisors
North Carolina
$299K -$7.64K -29 -2%
UF
2443
Univest Financial
Pennsylvania
$299K -$24.8K -94 -8%
BCMLT
2444
Beacon Capital Management LLC (Tennessee)
Tennessee
$299K +$31.6K +120 +12%
GSWM
2445
Greenup Street Wealth Management
Michigan
$298K +$13.4K +51 +5%
RW
2446
REDW Wealth
New Mexico
$298K – – –
OFA
2447
Oak Family Advisors
Illinois
$298K – – –
CIP
2448
Capital Insight Partners
Arizona
$297K – – –
CWS
2449
Cypress Wealth Services
California
$297K +$7.11K +27 +2%
EIP
2450
Ellis Investment Partners
Pennsylvania
$297K +$184K +697 +162%
96 97
98
99 100