MCD icon

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 %
WIA
2526
World Investment Advisors
California
$314K +$314K +1,052 New
RF
2527
RHS Financial
California
$314K – – –
MWM
2528
Madison Wealth Management
Ohio
$313K +$9.85K +33 +3%
DIP
2529
DT Investment Partners
Pennsylvania
$313K – – –
RI
2530
RWWM Inc
California
$313K – – –
IA
2531
IFG Advisors
Missouri
$313K +$9.55K +32 +3%
SAM
2532
Synergy Asset Management
Washington
$313K +$27.2K +91 +10%
AAM
2533
Alphadyne Asset Management
New York
$313K +$313K +1,048 New
WAM
2534
WFA Asset Management
Wisconsin
$312K +$1.19K +4 +0.4%
HA
2535
Hofer & Associates
California
$311K -$25.4K -85 -8%
EC
2536
EdgeRock Capital
Colorado
$310K +$48.9K +164 +19%
PCIG
2537
Partners Capital Investment Group
Massachusetts
$310K +$310K +1,038 New
NOI
2538
Newton One Investments
Delaware
$309K +$1.49K +5 +0.5%
HW
2539
Hamilton Wealth
California
$309K +$309K +1,036 New
MCAI
2540
Members Capital Advisors Inc
Wisconsin
$309K -$2.51M -8,400 -89%
CCA
2541
Cora Capital Advisors
New Jersey
$308K +$23.9K +80 +8%
NCM
2542
Noesis Capital Mangement
Florida
$308K +$11.9K +40 +4%
HI
2543
Hoey Investments
Pennsylvania
$308K – – –
BW
2544
BIP Wealth
Georgia
$307K -$79.1K -265 -20%
VCM
2545
Vivaldi Capital Management
Illinois
$307K -$327K -1,095 -52%
DWA
2546
Dorsey Wright & Associates
California
$306K -$895 -3 -0.3%
JGC
2547
J. Goldman & Co
New York
$306K -$130K -436 -30%
AFG
2548
Arkansas Financial Group
Arkansas
$305K +$51K +171 +20%
GAM
2549
Gemmer Asset Management
California
$303K +$6.57K +22 +2%
SFS
2550
Strategic Financial Services
New York
$303K +$303K +1,052 New
100 101
102
103 104