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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 %
TCPWM
2651
Traverso Chambers Private Wealth Management
California
$240K +$240K +859 New
ONSWM
2652
Old North State Wealth Management
North Carolina
$240K +$1.4K +5 +0.6%
BWFA
2653
Baltimore-Washington Financial Advisors
Maryland
$240K +$240K +858 New
SLG
2654
Stanley-Laman Group
Pennsylvania
$240K +$240K +858 New
JF
2655
Joule Financial
Kentucky
$238K -$1.4K -5 -0.6%
VIM
2656
Vista Investment Management
Pennsylvania
$238K -$1.12K -4 -0.5%
AFG
2657
Arkansas Financial Group
Arkansas
$238K – – –
RWI
2658
Red Wave Investments
Pennsylvania
$238K +$4.75K +17 +2%
XWM
2659
Xcel Wealth Management
Florida
$238K +$9.23K +33 +4%
TC
2660
Trilogy Capital
California
$238K +$4.47K +16 +2%
WA
2661
Wealth Advisors
California
$238K – – –
LA
2662
LexAurum Advisors
Kansas
$237K +$14.3K +51 +6%
NL
2663
Navalign LLC
California
$236K -$7.55K -27 -3%
SFA
2664
Seneca Financial Advisors
New York
$236K +$236K +844 New
ISL
2665
Ingalls & Snyder LLC
New York
$235K -$27.9K -100 -11%
ACM
2666
AUA Capital Management
Pennsylvania
$235K +$839 +3 +0.4%
OAM
2667
Oberweis Asset Management
Illinois
$235K +$559 +2 +0.2%
SM
2668
Sweeney & Michel
California
$234K +$234K +823 New
CHP
2669
Cable Hill Partners
Oregon
$233K -$57.3K -205 -20%
BTIM
2670
BancFirst Trust & Investment Management
Oklahoma
$233K – – –
CCA
2671
Childress Capital Advisors
Texas
$233K -$476K -1,704 -67%
G
2672
GenTrust
Florida
$233K +$233K +833 New
GSIS
2673
Global Strategic Investment Solutions
Arizona
$233K +$8.67K +31 +4%
BWAM
2674
Boyd Watterson Asset Management
Ohio
$232K – – –
OCM
2675
Objective Capital Management
Ohio
$232K +$1.68K +6 +0.7%
105 106
107
108 109