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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 %
RFA
2776
Register Financial Advisors
Georgia
$181K +$14.5K +52 +9%
SGC
2777
Slocum, Gordon & Co
Rhode Island
$181K +$140K +502 +349%
LFG
2778
Larson Financial Group
Missouri
$173K +$280 +1 +0.2%
HBW
2779
Hazlett, Burt & Watson
West Virginia
$172K +$10.2K +37 +6%
WIM
2780
Westside Investment Management
California
$172K – – –
WPWM
2781
Western Pacific Wealth Management
Illinois
$169K +$44.7K +160 +36%
SWM
2782
Sugarloaf Wealth Management
Georgia
$168K -$54K -193 -24%
Commonwealth Equity Services
2783
Commonwealth Equity Services
Massachusetts
$166K +$2.33K +8,336 +1%
JWM
2784
Janiczek Wealth Management
Colorado
$166K -$4.91K -17 -3%
PPWM
2785
PFG Private Wealth Management
Florida
$161K +$3.64K +13 +2%
HWA
2786
HHM Wealth Advisors
Tennessee
$158K -$19.3K -69 -11%
CCM
2787
Copeland Capital Management
Pennsylvania
$157K -$8.4K -30 -5%
FWM
2788
Focused Wealth Management
New York
$154K +$2.52K +9 +2%
WWM
2789
Wolff Wiese Magana
California
$151K +$5.6K +20 +4%
CTB
2790
Country Trust Bank
Illinois
$150K -$344K -1,232 -70%
BHWM
2791
Beaird Harris Wealth Management
Texas
$146K -$36.9K -132 -20%
TLCM
2792
Twin Lakes Capital Management
California
$142K – – –
RDFA
2793
Ritter Daniher Financial Advisory
Ohio
$141K – – –
SIM
2794
Studio Investment Management
Illinois
$140K -$28K -100 -17%
BAM
2795
Bellevue Asset Management
Washington
$140K – – –
POIA
2796
Pin Oak Investment Advisors
Texas
$138K – – –
PAM
2797
Paradigm Asset Management
New York
$138K -$14K -50 -9%
VIA
2798
Virtus Investment Advisers
Connecticut
$138K – – –
FNBOSM
2799
First National Bank of South Miami
Florida
$136K -$4.75K -17 -3%
PK
2800
Pflug Koory
Nebraska
$133K – – –
110 111
112
113 114