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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 %
FAG
2451
Fortitude Advisory Group
Washington
$297K +$2.64K +10 +0.9%
HA
2452
Hofer & Associates
California
$297K – – –
PIFP
2453
Partners in Financial Planning
Virginia
$297K – – –
MTIC
2454
Missouri Trust & Investment Company
Missouri
$296K -$2.63K -10 -0.9%
FA
2455
Fiduciary Alliance
South Carolina
$295K +$295K +1,120 New
HCP
2456
Holt Capital Partners
Texas
$295K – – –
AA
2457
AlphaMark Advisors
Kentucky
$295K -$13.2K -50 -4%
LSIA
2458
LaSalle St. Investment Advisors
Illinois
$295K +$295K +1,121 New
SAM
2459
Satovsky Asset Management
New York
$295K +$4.22K +16 +1%
SRC
2460
Shufro Rose & Co
New York
$294K +$11.6K +44 +4%
TIA
2461
Traphagen Investment Advisors
New Jersey
$294K -$33.7K -128 -10%
HCMT
2462
Highland Capital Management (Tennessee)
Tennessee
$294K – – –
Loomis, Sayles & Company
2463
Loomis, Sayles & Company
Massachusetts
$294K +$5.01K +19 +2%
NQWM
2464
Northwest Quadrant Wealth Management
Oregon
$294K +$1.32K +5 +0.5%
4WM
2465
4J Wealth Management
Virginia
$291K – – –
EBWM
2466
Eagle Bluffs Wealth Management
Missouri
$291K – – –
MIM
2467
MTM Investment Management
South Carolina
$290K -$98.6K -374 -25%
NCMW
2468
Northern Capital Management (Washington)
Washington
$290K -$19.8K -75 -6%
CWM
2469
Chemistry Wealth Management
New York
$290K +$21.3K +81 +8%
HFG
2470
Heron Financial Group
New York
$289K – – –
MBFW
2471
Morton Brown Family Wealth
Pennsylvania
$288K +$264 +1 +0.1%
OAM
2472
Occidental Asset Management
California
$288K – – –
CCFM
2473
Clear Creek Financial Management
Washington
$288K +$288K +1,092 New
PTC
2474
Petrus Trust Company
Texas
$286K +$286K +1,087 New
TA
2475
TrueWealth Advisors
Alabama
$286K +$33.5K +127 +13%
97 98
99
100 101