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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 %
SEEDPG
2726
S.E.E.D. Planning Group
New York
$216K – – –
WTFG
2727
Wells Trecaso Financial Group
Ohio
$216K +$280 +1 +0.1%
PCWA
2728
Pacific Capital Wealth Advisors
California
$216K – – –
C
2729
Covestor
United Kingdom
$215K +$14.2K +51 +7%
MAA
2730
Matrix Asset Advisors
New York
$214K +$214K +767 New
MWA
2731
Mills Wealth Advisors
Texas
$214K +$559 +2 +0.3%
MWP
2732
Madison Wealth Partners
Wisconsin
$214K +$214K +766 New
CWMGP
2733
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K -$14.8K -53 -6%
GAM
2734
Grandview Asset Management
Pennsylvania
$214K +$214K +765 New
WCWM
2735
Willow Creek Wealth Management
California
$214K – – –
PA
2736
Planning Alternatives
Michigan
$212K +$212K +758 New
HWM
2737
Howard Wealth Management
Connecticut
$212K +$212K +758 New
WCA
2738
Waypoint Capital Advisors
Minnesota
$212K -$60.4K -216 -22%
PI
2739
Pachira Investments
California
$211K -$5.88K -21 -3%
AL
2740
ADE LLC
Maryland
$211K +$211K +755 New
BWM
2741
BCS Wealth Management
Tennessee
$210K -$322K -1,154 -61%
ACM
2742
Argent Capital Management
Missouri
$209K +$209K +749 New
RW
2743
Regimen Wealth
Georgia
$208K -$1.6K -6 -0.8%
OCM
2744
Orion Capital Management
California
$207K – – –
EIP
2745
Ellis Investment Partners
Pennsylvania
$207K -$108K -388 -34%
CWA
2746
Cornerstone Wealth Advisors
Minnesota
$206K +$206K +738 New
HSG
2747
Helen Stephens Group
Texas
$206K +$206K +737 New
SSWG
2748
Seven Springs Wealth Group
Tennessee
$206K +$206K +735 New
FWA
2749
FOCUS Wealth Advisors
Texas
$206K +$206K +735 New
WCFA
2750
Walkner Condon Financial Advisors
Wisconsin
$205K +$205K +735 New
108 109
110
111 112