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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 %
NPF
2601
Norris Perne & French
Michigan
$259K -$10.8M -38,763 -98%
AT
2602
Avalon Trust
New Mexico
$258K +$258K +922 New
AWM
2603
Aprio Wealth Management
Georgia
$257K +$36.6K +131 +17%
PP
2604
Pegasus Partners
Wisconsin
$257K – – –
HFS
2605
Howard Financial Services
Texas
$257K +$16.8K +60 +7%
P
2606
Palladiem
Pennsylvania
$256K – – –
RIM
2607
RW Investment Management
Idaho
$256K – – –
SB
2608
Sunflower Bank
Texas
$256K – – –
BWA
2609
Burt Wealth Advisors
Maryland
$256K +$4.47K +16 +2%
OPA
2610
Old Port Advisors
Maine
$255K +$5.69K +20 +2%
SHWM
2611
Smith & Howard Wealth Management
Georgia
$255K – – –
KBFS
2612
Kohmann Bosshard Financial Services
Ohio
$254K – – –
MF
2613
Montis Financial
Massachusetts
$254K – – –
AA
2614
Apriem Advisors
California
$254K +$254K +908 New
CA
2615
Calton & Associates
Florida
$253K -$301K -1,076 -54%
HCA
2616
Horan Capital Advisors
Ohio
$253K +$253K +905 New
CWM
2617
Cabot Wealth Management
Massachusetts
$253K – – –
NC
2618
NinePointTwo Capital
California
$253K +$253K +906 New
SAG
2619
Spotlight Asset Group
Illinois
$253K +$253K +992 New
BWCS
2620
Beirne Wealth Consulting Services
Connecticut
$252K +$252K +903 New
LAM
2621
Lifestyle Asset Management
Texas
$252K +$14K +50 +6%
FFIC
2622
First Fiduciary Investment Counsel
Ohio
$252K +$28K +100 +13%
EL
2623
EMFO LLC
Florida
$250K -$44.7K -160 -15%
GIM
2624
Grassi Investment Management
California
$250K – – –
KA
2625
Kooman & Associates
Pennsylvania
$250K -$3.08K -11 -1%
103 104
105
106 107