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McDonald's
MCD

Overview Fund Activity

2,989 hedge funds and large institutions have $150B invested in McDonald's in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 1,147 increasing their positions, 1,249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,989
Holders Change
+58
Holders Change %
+1.98%
% of All Funds
47.14%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.96%
New
174
Increased
1,147
Reduced
1,249
Closed
88
Calls
$2.62B
Puts
$1.83B
Net Calls
+$795M
Net Calls Change
+$780M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$345M
2
Citadel Advisors
Citadel Advisors
Florida
+$288M
3
Barclays
Barclays
United Kingdom
+$247M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$213M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$204M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$666M
2
Bank of America
Bank of America
North Carolina
-$630M
3
Marshall Wace
Marshall Wace
United Kingdom
-$386M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$361M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
2476
Empirical Finance
Pennsylvania
$335K – – –
OPCM
2477
Osborne Partners Capital Management
California
$334K -$16.4K -55 -5%
HCP
2478
Holt Capital Partners
Texas
$334K – – –
FAT
2479
First American Trust
California
$334K -$105K -352 -24%
CIA
2480
Caerus Investment Advisors
Texas
$334K -$149K -500 -31%
BWM
2481
BNC Wealth Management
Oregon
$334K -$7.16K -24 -2%
BCMLT
2482
Beacon Capital Management LLC (Tennessee)
Tennessee
$333K -$3.58K -12 -1%
HCMT
2483
Highland Capital Management (Tennessee)
Tennessee
$333K – – –
APS
2484
American Planning Services
Florida
$332K – – –
MF
2485
Manchester Financial
California
$331K -$14.6K -49 -4%
CCA
2486
Conservest Capital Advisors
Pennsylvania
$329K +$9.85K +33 +3%
SIG
2487
Sargent Investment Group
Maryland
$329K +$9.85K +33 +3%
CWS
2488
Cypress Wealth Services
California
$329K -$3.24K -11 -1%
BOS
2489
Bank of Stockton
California
$329K -$77.6K -260 -19%
GWAM
2490
Guardian Wealth Advisors (Minnesota)
Minnesota
$328K -$7.76K -26 -2%
OMC
2491
Overbrook Management Corp
New York
$328K – – –
PFC
2492
Phocas Financial Corp
California
$328K – – –
AWM
2493
Aprio Wealth Management
Georgia
$328K +$52.8K +177 +19%
FL
2494
Fort LP
Maryland
$327K -$27.8K -93 -8%
MBFW
2495
Morton Brown Family Wealth
Pennsylvania
$327K -$2.39K -8 -0.7%
ETIA
2496
Epic Trust Investment Advisors
Washington
$327K -$23.6K -79 -7%
UWPG
2497
Ullmann Wealth Partners Group
Florida
$326K +$13.7K +46 +4%
OAM
2498
Occidental Asset Management
California
$326K – – –
GWM
2499
Gitterman Wealth Management
New Jersey
$326K +$326K +1,093 New
DJYG
2500
David J. Yvars Group
Florida
$326K -$16.4K -55 -5%
98 99
100
101 102