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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 %
Financial Engines Advisors
2726
Financial Engines Advisors
California
$242K +$27.5K +92 +13%
BC
2727
Bowman & Company
Wisconsin
$241K – – –
WCG
2728
Weaver Consulting Group
California
$241K -$5.67K -19 -2%
LF
2729
Lee Financial
Texas
$240K -$25.1K -84 -9%
TSW
2730
Thompson Siegel & Walmsley
Virginia
$240K – – –
WWM
2731
Windsor Wealth Management
Indiana
$240K +$240K +803 New
LFA
2732
LifeGuide Financial Advisors
Pennsylvania
$239K -$597 -2 -0.2%
TCM
2733
Telos Capital Management
California
$239K -$23.6K -79 -9%
MAP
2734
Milestone Advisory Partners
North Carolina
$239K – – –
PC
2735
Peavine Capital
Nevada
$239K – – –
JSA
2736
Jacobson & Schmitt Advisors
Wisconsin
$239K – – –
SFPG
2737
Stonebridge Financial Planning Group
Florida
$239K – – –
WCWM
2738
Willow Creek Wealth Management
California
$238K +$9.85K +33 +4%
LJHT
2739
Laurie J. Hall Trustee
$238K -$4.77K -16 -2%
AA
2740
AlphaCentric Advisors
Puerto Rico
$238K +$238K +796 New
BIM
2741
Bullseye Investment Management
Ohio
$237K +$122K +843 +106%
RCA
2742
Reitz Capital Advisors
Michigan
$237K – – –
CNWM
2743
Clay Northam Wealth Management
California
$236K – – –
RGC
2744
Roberts, Glore & Co
Illinois
$236K -$7.46K -25 -3%
PI
2745
Pachira Investments
California
$236K +$10.2K +34 +4%
ANB
2746
Amarillo National Bank
Texas
$235K – – –
BG
2747
Benedetti & Gucer
Georgia
$235K +$1.79K +6 +0.8%
EA
2748
Emerald Advisors
Washington
$235K -$11.9K -40 -5%
XWM
2749
Xcel Wealth Management
Florida
$235K -$19.4K -65 -8%
CWP
2750
Curated Wealth Partners
California
$234K +$234K +784 New
108 109
110
111 112