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McDonald's
MCD

Overview Fund Activity

2,507 hedge funds and large institutions have $122B invested in McDonald's in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,098 increasing their positions, 867 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,507
Holders Change
-10
Holders Change %
-0.4%
% of All Funds
44.03%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.07%
New
125
Increased
1,098
Reduced
867
Closed
99
Calls
$1.85B
Puts
$2.05B
Net Calls
-$203M
Net Calls Change
-$320M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$721M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.29B
3
MCM
Melvin Capital Management
New York
$259M
4
Vanguard Group
Vanguard Group
Pennsylvania
$15.8B
5
Invesco
Invesco
Georgia
$861M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.49B
2
Lazard Asset Management
Lazard Asset Management
New York
$997M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$178M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
KBC Group
KBC Group
Belgium
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
2451
Red Tortoise LLC
Georgia
$38K +$38K +162 New
RDFA
2452
Ritter Daniher Financial Advisory
Ohio
$37K – – –
KC
2453
Knuff & Co
California
$36K – – –
HF
2454
Halpern Financial
Virginia
$35.9K +$35.9K +149 New
MAM
2455
McCarthy Asset Management
California
$35K – – –
PPWM
2456
PFG Private Wealth Management
Florida
$34K +$34K +143 New
GPA
2457
Guidance Point Advisors
Massachusetts
$34K +$34K +143 New
DWMG
2458
DB Wealth Management Group
California
$31K – – –
LWA
2459
Lowe Wealth Advisors
Maryland
$30K – – –
RG
2460
Retirement Group
California
$30K – – –
CPFP
2461
Clear Perspectives Financial Planning
Ohio
$30K +$10K +41 +50%
DWA
2462
Delos Wealth Advisors
Texas
$30K +$30K +124 New
CIA
2463
Cascade Investment Advisors
Oregon
$28.7K – – –
AIA
2464
Arcadia Investment Advisors
Idaho
$28K -$964 -4 -3%
AWA
2465
Artemis Wealth Advisors
New York
$27.2K – – –
APC
2466
Aspire Private Capital
North Carolina
$24K – – –
JWBC
2467
John W. Brooker & Co
California
$24K – – –
MAWCM
2468
Mine & Arao Wealth Creation & Management
California
$24K – – –
LWP
2469
Laurel Wealth Planning
Minnesota
$24K +$24K +100 New
BC
2470
Barnett & Company
Tennessee
$22K – – –
SC
2471
Solstein Capital
California
$22K – – –
PFA
2472
Professional Financial Advisors
Nebraska
$21K – – –
HL
2473
Harding Loevner
New Jersey
$20K – – –
RIA
2474
RPG Investment Advisory
California
$20K – – –
WIA
2475
Wealthstreet Investment Advisors
Texas
$19K -$242K -1,005 -93%
97 98
99
100 101