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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 %
AWM
2626
Accel Wealth Management
Iowa
$250K +$280 +1 +0.1%
FC
2627
Fusion Capital
South Carolina
$250K +$28.5K +102 +13%
SIA
2628
SeaBridge Investment Advisors
New Jersey
$249K – – –
NCM
2629
Nelson Capital Management
California
$249K – – –
LF
2630
Lee Financial
Texas
$249K -$45.3K -162 -15%
FWP
2631
Firethorn Wealth Partners
Georgia
$248K +$297 +1 +0.1%
MCM
2632
McDonough Capital Management
Florida
$248K +$280 +1 +0.1%
CIA
2633
Compass Ion Advisors
Pennsylvania
$248K +$8.67K +31 +4%
LWMG
2634
Levy Wealth Management Group
Pennsylvania
$248K +$280 +1 +0.1%
SWP
2635
Summit Wealth Partners
Florida
$248K – – –
HIS
2636
Horizon Investment Services
Indiana
$247K -$4.2K -15 -2%
MFT
2637
Moisand Fitzgerald Tamayo
Florida
$247K +$14K +50 +6%
CWA
2638
Capital Wealth Alliance
Arizona
$247K +$1.96K +7 +0.8%
TCM
2639
Telos Capital Management
California
$246K +$16.2K +58 +7%
BBL
2640
Beck Bode LLC
Massachusetts
$246K -$659K -2,356 -73%
WMP
2641
Wealth Management Partners
Arizona
$245K -$34.1K -122 -12%
EC
2642
EdgeRock Capital
Colorado
$245K +$30.8K +110 +14%
FSC
2643
Full Sail Capital
Oklahoma
$245K +$245K +876 New
RIM
2644
Rockbridge Investment Management
New York
$244K +$244K +872 New
AF
2645
Alerus Financial
North Dakota
$244K +$2.24K +8 +0.9%
CWM
2646
Collaborative Wealth Management
Florida
$243K +$279 +1 +0.1%
WWM
2647
Wagner Wealth Management
South Carolina
$242K +$242K +865 New
MIP
2648
Marietta Investment Partners
Wisconsin
$242K +$242K +865 New
OBWG
2649
Onyx Bridge Wealth Group
New York
$241K -$25.7K -92 -10%
KLCM
2650
KG&L Capital Management
Louisiana
$241K -$28K -100 -10%
104 105
106
107 108