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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 %
RWB
2501
RMR Wealth Builders
New Jersey
$326K -$15.8K -53 -5%
EL
2502
Essex LLC
Illinois
$326K -$101K -338 -24%
CW
2503
Channel Wealth
California
$325K +$15.2K +51 +5%
BFAG
2504
Blackston Financial Advisory Group
Florida
$325K -$24.7K -83 -7%
TFF
2505
The Family Firm
Maryland
$324K +$1.19K +4 +0.4%
4WM
2506
4J Wealth Management
Virginia
$322K -$2.99K -10 -0.9%
UF
2507
Univest Financial
Pennsylvania
$322K -$61.5K -206 -16%
PCM
2508
Presidio Capital Management
California
$322K +$322K +1,080 New
CIA
2509
Cape Investment Advisory
Georgia
$322K +$106K +355 +49%
FA
2510
Fagan Associates
New York
$321K – – –
SRC
2511
Sage Rhino Capital
California
$321K -$19.7K -66 -6%
WCF
2512
West Coast Financial
California
$321K +$4.78K +16 +2%
AIA
2513
Allied Investment Advisors
Montana
$320K -$65.9K -221 -17%
OFA
2514
Oak Family Advisors
Illinois
$320K – – –
WCFA
2515
Walkner Condon Financial Advisors
Wisconsin
$320K +$90.8K +292 +40%
GGI
2516
Godsey & Gibb Inc
Virginia
$319K +$25.1K +84 +9%
FGA
2517
Fortis Group Advisors
New Jersey
$318K +$39.4K +132 +14%
HKIMG
2518
Hutchens & Kramer Investment Management Group
Indiana
$317K +$18.5K +62 +6%
JCM
2519
Jacobsen Capital Management
Utah
$317K +$103K +345 +48%
CS
2520
Capital Square
Tennessee
$316K -$72.2K -242 -19%
CCM
2521
Chilton Capital Management
Texas
$315K +$3.28K +11 +1%
FCA
2522
FinTrust Capital Advisors
South Carolina
$315K – – –
VAF
2523
Values Added Financial
District of Columbia
$315K +$315K +1,054 New
FZCM
2524
Flynn Zito Capital Management
New York
$314K +$5.07K +17 +2%
WHCI
2525
W.H. Cornerstone Investments
Massachusetts
$314K +$19.7K +66 +7%
99 100
101
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