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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 %
VCAM
2576
Van Cleef Asset Management
Ohio
$270K +$1.12K +4 +0.4%
I
2577
INVST
Indiana
$270K +$19.5K +66 +8%
SDAM
2578
Shulman DeMeo Asset Management
New York
$270K -$1.68K -6 -0.6%
KMWM
2579
Keudell/Morrison Wealth Management
Oregon
$270K -$839 -3 -0.3%
EP
2580
Edgestream Partners
New Jersey
$268K -$729K -2,606 -73%
SAM
2581
Synergy Asset Management
Washington
$268K -$26.6K -95 -9%
QWM
2582
QP Wealth Management
New Jersey
$267K – – –
CCA
2583
Cora Capital Advisors
New Jersey
$267K +$1.96K +7 +0.7%
TLP
2584
Trinity Legacy Partners
Texas
$266K +$266K +953 New
SC
2585
Skylands Capital
Wisconsin
$266K -$28K -100 -10%
BCB
2586
Brian C. Broderick
$266K – – –
RA
2587
Ruggaard & Associates
Ohio
$265K +$265K +949 New
TI
2588
Truepoint Inc
Ohio
$265K +$265K +947 New
AIFAIM
2589
American Institute for Advanced Investment Management
Arizona
$264K -$154K -550 -37%
CSWM
2590
Cassady Schiller Wealth Management
Ohio
$264K -$2.8K -10 -1%
HIG
2591
Heritage Investment Group
Florida
$263K – – –
NAG
2592
Northstar Advisory Group
New Jersey
$263K +$3.64K +13 +1%
NRI
2593
NFP Retirement Inc
California
$263K – – –
AC
2594
AlphaCore Capital
California
$262K +$262K +939 New
SRC
2595
Shufro Rose & Co
New York
$262K -$50.3K -180 -16%
BA
2596
Bridge Advisory
California
$261K +$28.8K +103 +12%
PFG
2597
Pinnacle Financial Group
Illinois
$261K +$10.9K +39 +4%
OWA
2598
One Wealth Advisors
California
$260K +$215K +770 +478%
MC
2599
Middleton & Co
Massachusetts
$260K – – –
AFS
2600
Access Financial Services
Minnesota
$260K +$260K +928 New
102 103
104
105 106