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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 %
EL
2651
EMFO LLC
Florida
$267K – – –
GIM
2652
Grassi Investment Management
California
$267K – – –
MIS
2653
Morningstar Investment Services
Illinois
$267K +$267K +908 New
GM
2654
GeoWealth Management
Illinois
$266K -$28K -94 -10%
CWA
2655
Capital Wealth Alliance
Arizona
$266K +$2.09K +7 +0.8%
FC
2656
Fusion Capital
South Carolina
$266K -$1.49K -5 -0.6%
TPW
2657
Transatlantique Private Wealth
New York
$266K -$36.7K -123 -12%
SIA
2658
SeaBridge Investment Advisors
New Jersey
$266K – – –
NCM
2659
Nelson Capital Management
California
$266K – – –
KMWM
2660
Keudell/Morrison Wealth Management
Oregon
$265K -$22.4K -75 -8%
NFG
2661
Northeast Financial Group
Pennsylvania
$265K +$265K +889 New
NRI
2662
NFP Retirement Inc
California
$265K -$15.2K -51 -5%
LWMG
2663
Levy Wealth Management Group
Pennsylvania
$265K +$597 +2 +0.2%
HIS
2664
Horizon Investment Services
Indiana
$264K +$298 +1 +0.1%
RIM
2665
Rockbridge Investment Management
New York
$264K +$3.88K +13 +1%
AIC
2666
Archer Investment Corporation
Indiana
$264K -$142K -476 -35%
RK
2667
Rather & Kittrell
Tennessee
$264K +$264K +884 New
RWS
2668
Resolute Wealth Strategies
Mississippi
$261K -$66.2K -222 -20%
WIM
2669
Wittenberg Investment Management
Massachusetts
$261K -$59.7K -200 -19%
FFA
2670
Fi3 Financial Advisors
Indiana
$260K +$43.3K +145 +20%
DF
2671
Dunhill Financial
United Kingdom
$260K +$260K +926 New
AP
2672
Arlington Partners
Alabama
$259K +$22.4K +75 +9%
AA
2673
Apriem Advisors
California
$259K -$12.2K -41 -5%
WWM
2674
Wagner Wealth Management
South Carolina
$259K +$299 +1 +0.1%
MIP
2675
Marietta Investment Partners
Wisconsin
$258K – – –
105 106
107
108 109