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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 %
SFA
2776
Seneca Financial Advisors
New York
$222K -$29.8K -100 -12%
SSWM
2777
Strait & Sound Wealth Management
California
$221K -$485K -1,625 -69%
CWA
2778
Cornerstone Wealth Advisors
Minnesota
$220K – – –
HSG
2779
Helen Stephens Group
Texas
$220K – – –
CC
2780
Commons Capital
Massachusetts
$220K +$5.67K +19 +3%
SWP
2781
Summit Wealth Partners
Florida
$219K -$45.1K -151 -17%
SSWG
2782
Seven Springs Wealth Group
Tennessee
$219K – – –
BCPWM
2783
Bradley & Co Private Wealth Management
Florida
$219K – – –
AWM
2784
Accel Wealth Management
Iowa
$217K -$49.8K -167 -19%
AP
2785
Adero Partners
California
$216K – – –
PA
2786
Prism Advisors
California
$216K – – –
OWA
2787
Outlook Wealth Advisors
Texas
$215K +$215K +721 New
CCM
2788
Chiron Capital Management
Florida
$215K – – –
BBA
2789
Braun-Bostich & Associates
Pennsylvania
$215K +$215K +719 New
BWM
2790
Baron Wealth Management
Michigan
$214K – – –
QFA
2791
Quantum Financial Advisors
California
$214K – – –
EGWAG
2792
Elwood & Goetz Wealth Advisory Group
Georgia
$214K +$214K +716 New
BC
2793
Barrett & Company
Rhode Island
$213K +$82.1K +275 +63%
SWA
2794
Safir Wealth Advisors
New Hampshire
$213K +$213K +715 New
FMP
2795
Financial Management Professionals
Texas
$212K +$2.08K +7 +1%
MWA
2796
Mills Wealth Advisors
Texas
$212K -$17K -57 -7%
TFM
2797
TFC Financial Management
Massachusetts
$211K +$2.39K +8 +1%
CPA
2798
Capital Performance Advisors
California
$210K -$33.4K -112 -14%
SPFA
2799
Summit Place Financial Advisors
New Jersey
$210K +$210K +703 New
TFGT
2800
TS Financial Group (TSFG)
Illinois
$209K +$3.88K +13 +2%
110 111
112
113 114