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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 %
TSW
2701
Thompson Siegel & Walmsley
Virginia
$225K -$14K -50 -6%
IWA
2702
Intercontinental Wealth Advisors
Texas
$225K -$839 -3 -0.4%
LFA
2703
LifeGuide Financial Advisors
Pennsylvania
$225K +$225K +803 New
QPW
2704
Quantum Private Wealth
Florida
$224K – – –
PC
2705
Peavine Capital
Nevada
$224K – – –
MAP
2706
Milestone Advisory Partners
North Carolina
$224K – – –
SFPG
2707
Stonebridge Financial Planning Group
Florida
$224K – – –
JSA
2708
Jacobson & Schmitt Advisors
Wisconsin
$224K +$224K +800 New
SPWG
2709
Syntegra Private Wealth Group
Missouri
$223K +$2.24K +8 +1%
BIM
2710
Bullseye Investment Management
Ohio
$223K – – –
RCA
2711
Reitz Capital Advisors
Michigan
$222K -$14K -50 -6%
AP
2712
Arlington Partners
Alabama
$222K +$125K +446 +128%
CNWM
2713
Clay Northam Wealth Management
California
$221K – – –
MWM
2714
Mascoma Wealth Management
New Hampshire
$221K – – –
BFWA
2715
Benchmark Financial Wealth Advisors
Florida
$221K -$9.5K -34 -4%
CAL
2716
Capital Advisors Ltd
Ohio
$221K -$191K -683 -46%
SC
2717
Swan Capital
Florida
$221K +$221K +790 New
ANB
2718
Amarillo National Bank
Texas
$221K – – –
SG
2719
Sharper & Granite
California
$221K – – –
IMOV
2720
Investment Management of Virginia
Virginia
$220K -$8.39K -30 -4%
BG
2721
Benedetti & Gucer
Georgia
$219K +$219K +783 New
TIM
2722
Tortoise Investment Management
New York
$219K -$11.2K -40 -5%
HIIFS
2723
Harel Insurance Investments & Financial Services
Israel
$218K – – –
SCA
2724
Stuart Chaussee & Associates
California
$217K – – –
BWM
2725
Bulltick Wealth Management
Florida
$217K +$1.4K +5 +0.6%
107 108
109
110 111