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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 %
FSC
2576
Full Sail Capital
Oklahoma
$297K +$35.2K +118 +13%
PSF
2577
Pacific Sun Financial
California
$296K +$296K +1,060 New
PFA
2578
Plotkin Financial Advisors
Maryland
$296K – – –
KFA
2579
Kapstone Financial Advisors
Ohio
$295K +$6.99K +24 +2%
BPFA
2580
Barnes Pettey Financial Advisors
Mississippi
$295K +$4.48K +15 +2%
SWMP
2581
Signature Wealth Management Partners
New Jersey
$295K -$80.3K -269 -21%
CA
2582
Crumly & Associates
Illinois
$294K -$160K -538 -35%
AMG
2583
Advisors Management Group
Wisconsin
$294K +$298 +1 +0.1%
TF
2584
TimeScale Financial
Massachusetts
$294K -$597 -2 -0.2%
VCM
2585
Versant Capital Management
Arizona
$293K -$1.19K -4 -0.4%
BBL
2586
Beck Bode LLC
Massachusetts
$293K +$30.7K +103 +12%
RA
2587
Ruggaard & Associates
Ohio
$292K +$8.95K +30 +3%
MAC
2588
Mason & Associates (California)
California
$292K -$56.7K -190 -16%
AMG
2589
Asset Management Group
Connecticut
$291K +$1.49K +5 +0.5%
FC
2590
Forte Capital
New York
$290K -$17.9K -60 -6%
PWA
2591
PCG Wealth Advisors
Kansas
$290K -$17.9K -60 -6%
FNC
2592
First National Corp
Massachusetts
$290K +$597 +2 +0.2%
VCAM
2593
Van Cleef Asset Management
Ohio
$290K +$1.49K +5 +0.5%
ACP
2594
Arcus Capital Partners
Georgia
$289K – – –
WFG
2595
Wills Financial Group
Virginia
$289K – – –
PWM
2596
Provident Wealth Management
Tennessee
$288K -$597 -2 -0.2%
SDAM
2597
Shulman DeMeo Asset Management
New York
$287K -$298 -1 -0.1%
KOMWMG
2598
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K -$24.5K -82 -8%
AWM
2599
Adams Wealth Management
Utah
$286K -$5.67K -19 -2%
FW
2600
FirstPurpose Wealth
Utah
$286K -$28.6K -96 -9%
102 103
104
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