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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 %
MWAM
2751
Manhattan West Asset Management
California
$232K -$81.8K -274 -26%
SCA
2752
Stuart Chaussee & Associates
California
$232K – – –
CWMGP
2753
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$231K +$2.69K +9 +1%
SEEDPG
2754
S.E.E.D. Planning Group
New York
$231K – – –
WCA
2755
Waypoint Capital Advisors
Minnesota
$231K +$4.48K +15 +2%
PWM
2756
PRW Wealth Management
Massachusetts
$230K +$2.65K +9 +1%
PCWA
2757
Pacific Capital Wealth Advisors
California
$230K – – –
KFG
2758
Kingdom Financial Group
Arizona
$230K +$230K +771 New
EVM
2759
Evelyn V. Moreno
$228K -$142K -475 -38%
TLP
2760
Trinity Legacy Partners
Texas
$227K -$57.6K -193 -20%
PA
2761
Planning Alternatives
Michigan
$226K – – –
HWM
2762
Howard Wealth Management
Connecticut
$226K – – –
WAM
2763
Walker Asset Management
Missouri
$226K +$226K +758 New
AL
2764
ADE LLC
Maryland
$226K +$597 +2 +0.3%
PFG
2765
PAX Financial Group
Texas
$225K +$225K +755 New
AR
2766
Apeiron RIA
Texas
$225K +$225K +755 New
BFWA
2767
Benchmark Financial Wealth Advisors
Florida
$225K -$11K -37 -5%
MWP
2768
Madison Wealth Partners
Wisconsin
$224K -$4.18K -14 -2%
OCM
2769
Orion Capital Management
California
$224K +$3.28K +11 +1%
FNA
2770
First National Advisers
Nebraska
$224K +$224K +750 New
ACM
2771
Argent Capital Management
Missouri
$224K – – –
CWM
2772
Campbell Wealth Management
Virginia
$223K +$223K +746 New
NL
2773
Navalign LLC
California
$223K -$28.9K -97 -11%
RW
2774
Regimen Wealth
Georgia
$223K -$10.2K -34 -4%
CWA
2775
Clarity Wealth Advisors
California
$222K +$222K +745 New
109 110
111
112 113