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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 %
NCMW
2551
Northern Capital Management (Washington)
Washington
$303K -$24.8K -83 -8%
RFA
2552
RTD Financial Advisors
Pennsylvania
$302K – – –
WA
2553
Waddell & Associates
Tennessee
$302K -$597 -2 -0.2%
FF
2554
Francis Financial
$302K – – –
BFA
2555
BMS Financial Advisors
South Dakota
$302K – – –
BBW
2556
Blue Barn Wealth
Utah
$302K -$73.7K -247 -20%
IRC
2557
Investors Research Corp
Georgia
$301K -$12.5K -42 -4%
ISL
2558
Ingalls & Snyder LLC
New York
$301K +$49.9K +167 +20%
PG
2559
Prostatis Group
Maryland
$300K +$293K +134,863 +4,479%
CFG
2560
Carr Financial Group
Massachusetts
$300K +$5.67K +19 +2%
BMM
2561
Buffington Mohr McNeal
Idaho
$300K +$300K +1,004 New
CTWM
2562
Cherry Tree Wealth Management
Minnesota
$299K +$299K +1,003 New
SF
2563
Slagle Financial
Illinois
$299K +$299K +1,001 New
WPW
2564
Watershed Private Wealth
Illinois
$299K – – –
GA
2565
Greytown Advisors
Florida
$298K -$42.1K -141 -12%
LAI
2566
Legal Advantage Investments
California
$298K – – –
GCS
2567
Gordian Capital (Singapore)
Singapore
$298K – – –
HAM
2568
Hedges Asset Management
Nevada
$298K – – –
CM
2569
Caption Management
Oklahoma
$298K +$298K +1,000 New
LFASL
2570
Lugano Financial Advisors SA (LFA)
Switzerland
$298K +$298K +1,000 New
DDPIC
2571
Deroy & Devereaux Private Investment Counsel
Michigan
$298K – – –
TNA
2572
True North Advisors
Texas
$298K +$298K +998 New
HPWA
2573
Hall Private Wealth Advisors
North Carolina
$298K +$6.57K +22 +2%
NWM
2574
Northwest Wealth Management
Iowa
$297K +$2.98K +10 +1%
LFG
2575
Lockerman Financial Group
California
$297K -$8.65K -29 -3%
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103
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