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McDonald's
MCD

Overview Fund Activity

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$410M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$376M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$270M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$3.76B
2
Barclays
Barclays
United Kingdom
-$319M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$270M
4
Capital World Investors
Capital World Investors
California
-$267M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
2476
Litman Gregory Wealth Management
California
$315K +$315K +1,125 New
RFA
2477
Resurgent Financial Advisors
Georgia
$314K -$314K -1,121 -50%
PIFP
2478
Partners in Financial Planning
Virginia
$314K – – –
EF
2479
Empirical Finance
Pennsylvania
$314K -$123K -439 -28%
TAM
2480
Tucker Asset Management
Colorado
$314K +$88.1K +315 +39%
HCP
2481
Holt Capital Partners
Texas
$313K – – –
NQWM
2482
Northwest Quadrant Wealth Management
Oregon
$313K +$1.4K +5 +0.4%
MTIC
2483
Missouri Trust & Investment Company
Missouri
$313K -$1.4K -5 -0.4%
CIP
2484
Capital Insight Partners
Arizona
$313K -$2.8K -10 -0.9%
HCMT
2485
Highland Capital Management (Tennessee)
Tennessee
$312K – – –
APS
2486
American Planning Services
Florida
$311K +$19.3K +69 +7%
AI
2487
Atom Investors
Texas
$310K -$99.8K -357 -24%
MBFW
2488
Morton Brown Family Wealth
Pennsylvania
$309K +$3.08K +11 +1%
BBA
2489
Baader Bank Aktiengesellschaft
Germany
$309K +$36.5K +134 +13%
MFS
2490
Madrona Financial Services
Washington
$308K +$55.6K +199 +22%
GSC
2491
Grey Street Capital
Illinois
$308K +$308K +1,101 New
KCFA
2492
Key Client Fiduciary Advisors
New Jersey
$308K +$7.83K +28 +3%
OMC
2493
Overbrook Management Corp
New York
$308K -$28K -100 -8%
NCMW
2494
Northern Capital Management (Washington)
Washington
$307K – – –
PFC
2495
Phocas Financial Corp
California
$307K +$22.1K +79 +8%
RWS
2496
Resolute Wealth Strategies
Mississippi
$307K +$307K +1,098 New
OAM
2497
Occidental Asset Management
California
$306K – – –
4WM
2498
4J Wealth Management
Virginia
$305K -$4.2K -15 -1%
FAG
2499
Fortitude Advisory Group
Washington
$304K -$10.3K -37 -3%
TFF
2500
The Family Firm
Maryland
$303K +$1.12K +4 +0.4%
98 99
100
101 102