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McDonald's
MCD

Overview Fund Activity

2,684 hedge funds and large institutions have $116B invested in McDonald's in 2022 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,139 increasing their positions, 1,022 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,684
Holders Change
-25
Holders Change %
-0.92%
% of All Funds
46.41%
Holding in Top 10
101
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.78%
% of All Funds
1.75%
New
122
Increased
1,139
Reduced
1,022
Closed
108
Calls
$1.85B
Puts
$1.93B
Net Calls
-$77.2M
Net Calls Change
+$157M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$596M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$255M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$208M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$146M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$211M
3
MAM
Magellan Asset Management
Australia
-$195M
4
Renaissance Technologies
Renaissance Technologies
New York
-$150M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
2451
Keudell/Morrison Wealth Management
Oregon
$223K -$9.22K -40 -4%
LA
2452
Legacy Advisors
Pennsylvania
$223K +$3.46K +15 +2%
OPA
2453
Old Port Advisors
Maine
$222K +$7.64K +32 +4%
UWPG
2454
Ullmann Wealth Partners Group
Florida
$222K +$32K +139 +17%
TFM
2455
TFC Financial Management
Massachusetts
$221K – – –
AMG
2456
Asset Management Group
Connecticut
$221K +$1.15K +5 +0.5%
TA
2457
TrueWealth Advisors
Alabama
$221K +$20K +87 +10%
BPFA
2458
Barnes Pettey Financial Advisors
Mississippi
$220K -$43.8K -190 -17%
VCAM
2459
Van Cleef Asset Management
Ohio
$220K -$1.38K -6 -0.6%
FW
2460
FirstPurpose Wealth
Utah
$220K +$9.46K +41 +4%
BCB
2461
Brian C. Broderick
$219K -$11.5K -50 -5%
GCP
2462
GSA Capital Partners
United Kingdom
$219K +$219K +948 New
HFM
2463
Hartford Funds Management
Pennsylvania
$219K +$219K +949 New
CBN
2464
Cadence Bank NA
Texas
$218K -$1.97M -8,512 -90%
MCA
2465
Magnolia Capital Advisors
Mississippi
$218K +$5.53K +24 +3%
MWM
2466
Merriman Wealth Management
Washington
$217K -$59.7K -259 -22%
CCM
2467
Chilton Capital Management
Texas
$217K -$36.9K -160 -15%
IWA
2468
Intercontinental Wealth Advisors
Texas
$217K -$14.1K -61 -6%
ISL
2469
Ingalls & Snyder LLC
New York
$217K +$1.15K +5 +0.5%
WAM
2470
WFA Asset Management
Wisconsin
$216K +$18.9K +82 +10%
CCA
2471
Conservest Capital Advisors
Pennsylvania
$216K -$231K -935 Closed
MC
2472
Middleton & Co
Massachusetts
$215K -$46.2K -200 -18%
MWA
2473
Motive Wealth Advisors
Michigan
$215K +$215K +933 New
RIM
2474
Rockbridge Investment Management
New York
$214K +$64.6K +280 +43%
NAG
2475
Northstar Advisory Group
New Jersey
$214K +$1.85K +8 +0.9%
97 98
99
100 101