MCD icon

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 %
SIG
2501
Sargent Investment Group
Maryland
$302K +$9.03K +32 +3%
FA
2502
Fagan Associates
New York
$301K -$489K -1,749 -62%
WIM
2503
Wittenberg Investment Management
Massachusetts
$301K – – –
CCMI
2504
Creative Capital Management Investments
California
$300K +$25.4K +91 +9%
CCA
2505
Conservest Capital Advisors
Pennsylvania
$300K +$58.2K +208 +24%
OFA
2506
Oak Family Advisors
Illinois
$299K -$16.8K -60 -5%
P
2507
&Partners
Tennessee
$298K +$7.83K +28 +3%
AIM
2508
Arcadia Investment Management
Michigan
$297K +$20.4K +73 +7%
HA
2509
Hofer & Associates
California
$297K – – –
WCF
2510
West Coast Financial
California
$297K – – –
FW
2511
FirstPurpose Wealth
Utah
$295K +$13.7K +49 +5%
IRC
2512
Investors Research Corp
Georgia
$294K – – –
RF
2513
RHS Financial
California
$294K -$69.6K -249 -19%
MWAM
2514
Manhattan West Asset Management
California
$294K +$294K +1,051 New
RI
2515
RWWM Inc
California
$293K – – –
UWPG
2516
Ullmann Wealth Partners Group
Florida
$293K +$8.39K +30 +3%
CCM
2517
Chilton Capital Management
Texas
$292K – – –
KOMWMG
2518
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$292K +$1.68K +6 +0.6%
WAM
2519
WFA Asset Management
Wisconsin
$291K +$31.9K +114 +12%
CW
2520
Channel Wealth
California
$291K +$291K +1,039 New
LA
2521
Lane & Associates
New Jersey
$290K -$257K -920 -47%
FZCM
2522
Flynn Zito Capital Management
New York
$290K – – –
PWA
2523
PCG Wealth Advisors
Kansas
$289K -$29.4K -105 -9%
FC
2524
Forte Capital
New York
$289K -$6.99K -25 -2%
NOI
2525
Newton One Investments
Delaware
$288K – – –
99 100
101
102 103