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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 %
NPT
2801
Nixon Peabody Trust
Massachusetts
$209K +$209K +700 New
MF
2802
Montis Financial
Massachusetts
$209K -$62.7K -210 -23%
TCMP
2803
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K +$207K +695 New
FMTCOCP
2804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$207K – – –
REMPR
2805
Roof Eidam Maycock Peralta (REMP)
California
$207K +$207K +693 New
SRWM
2806
Shira Ridge Wealth Management
California
$207K +$207K +693 New
NPF
2807
Norris Perne & French
Michigan
$206K -$70.1K -235 -25%
AIIMS
2808
Analyst IMS Investment Management Services
Israel
$206K +$206K +700 New
HC
2809
Hourglass Capital
Texas
$205K +$205K +688 New
PWSG
2810
Pacific Wealth Strategies Group
California
$205K +$205K +686 New
EA
2811
Echo45 Advisors
California
$205K +$205K +686 New
FVWA
2812
Foster Victor Wealth Advisors
South Carolina
$205K +$205K +689 New
GKWIM
2813
Gerber Kawasaki Wealth & Investment Management
California
$204K +$204K +684 New
LRWA
2814
Long Run Wealth Advisors
New York
$204K +$204K +684 New
CFO
2815
Collective Family Office
Pennsylvania
$204K +$204K +683 New
RWM
2816
Reston Wealth Management
Virginia
$204K +$204K +683 New
CCIA
2817
Cherry Creek Investment Advisors
Colorado
$204K -$15.5K -52 -7%
KI
2818
Kapitalo Investimentos
Brazil
$203K +$203K +679 New
SFC
2819
SYM Financial Corp
Indiana
$202K +$202K +676 New
EWA
2820
ERTS Wealth Advisors
Michigan
$202K +$202K +676 New
KCM
2821
Kathmere Capital Management
Pennsylvania
$201K +$201K +674 New
C
2822
Covestor
United Kingdom
$201K -$29K -97 -13%
SA
2823
Scarborough Advisors
Maryland
$201K +$201K +673 New
DWM
2824
Darwin Wealth Management
Florida
$200K +$200K +680 New
MWM
2825
Mascoma Wealth Management
New Hampshire
$200K -$16.8K -58 -8%
111 112
113
114 115