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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 %
SIA
2701
Sage Investment Advisers
New York
$247K +$895 +3 +0.4%
CCMI
2702
Creative Capital Management Investments
California
$247K -$73.7K -247 -23%
WA
2703
Wealth Advisors
California
$247K – – –
BWM
2704
Bulltick Wealth Management
Florida
$247K +$14.9K +50 +6%
CWM
2705
Collaborative Wealth Management
Florida
$247K -$12.5K -42 -5%
MAWA
2706
Moss Adams Wealth Advisors
Washington
$246K -$58.5K -196 -19%
NQWM
2707
Northwest Quadrant Wealth Management
Oregon
$246K -$88.3K -296 -26%
RW
2708
RVW Wealth
California
$246K +$3.28K +11 +1%
CA
2709
Calton & Associates
Florida
$245K -$25.1K -84 -9%
EIP
2710
Ellis Investment Partners
Pennsylvania
$245K +$24.5K +82 +11%
GI
2711
GAMCO Investors
Connecticut
$245K -$388K -1,300 -61%
HFBOT
2712
Home Federal Bank of Tennessee
Tennessee
$244K +$244K +818 New
IWN
2713
Independent Wealth Network
Iowa
$244K – – –
CHP
2714
Cable Hill Partners
Oregon
$244K -$5.37K -18 -2%
FC
2715
Financial Council
Maryland
$244K – – –
B
2716
Bensler
Washington
$243K +$298 +1 +0.1%
LA
2717
LexAurum Advisors
Kansas
$243K -$9.55K -32 -4%
SCA
2718
St. Clair Advisors
Ohio
$243K – – –
MLA
2719
MB, Levis & Associates
Pennsylvania
$243K +$298 +1 +0.1%
CWA
2720
Continuum Wealth Advisors
New York
$243K – – –
TIM
2721
Thompson Investment Management
Wisconsin
$243K – – –
GSIS
2722
Global Strategic Investment Solutions
Arizona
$243K -$5.97K -20 -2%
GAM
2723
Garrison Asset Management
Arkansas
$242K – – –
GCP
2724
Gill Capital Partners
Colorado
$242K – – –
ACM
2725
AUA Capital Management
Pennsylvania
$242K -$8.95K -30 -4%
107 108
109
110 111