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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 %
MAM
2826
Marquette Asset Management
Minnesota
$83.9K – – –
PCM
2827
Pointe Capital Management
Michigan
$77.5K +$77.5K +277 New
IUHSA
2828
Itau Unibanco Holding S.A.
Brazil
$76.9K -$266K -952 -78%
SVCP
2829
Silicon Valley Capital Partners
California
$72.8K +$280 +1 +0.4%
TC
2830
Truvestments Capital
Florida
$71.4K -$13.2K -47 -16%
AJ
2831
Ashburton (Jersey)
Jersey
$71K – – –
AW
2832
Avion Wealth
Texas
$70K +$1.57K +6 +2%
TCA
2833
Trifecta Capital Advisors
Illinois
$65.7K – – –
HH
2834
HWG Holdings
Texas
$65.7K -$211K -753 -76%
HS
2835
Horan Securities
United States
$65.4K +$11.5K +41 +21%
RFG
2836
RFP Financial Group
Georgia
$64.3K -$168K -602 -72%
AFS
2837
Annapolis Financial Services
Maryland
$63.2K -$461K -1,647 -88%
IHWM
2838
Iron Horse Wealth Management
Iowa
$62.9K -$3.36K -12 -5%
LWA
2839
Lowe Wealth Advisors
Maryland
$62.6K – – –
AWM
2840
Abound Wealth Management
Tennessee
$61.8K +$13.4K +48 +28%
NC
2841
NewSquare Capital
Pennsylvania
$61K +$9.51K +34 +18%
BA
2842
Bellwether Advisors
Nebraska
$59.6K -$839 -3 -1%
CIA
2843
Cascade Investment Advisors
Oregon
$56.8K +$56.8K +203 New
SA
2844
SRH Advisors
Kansas
$56K – – –
BCM
2845
Blume Capital Management
California
$55.9K – – –
PP
2846
PrairieView Partners
Minnesota
$55K -$5.23K -19 -9%
AWM
2847
AllSquare Wealth Management
New York
$54.2K – – –
DI
2848
Disciplined Investments
Oklahoma
$52.7K +$15.7K +56 +42%
Loomis, Sayles & Company
2849
Loomis, Sayles & Company
Massachusetts
$52K -$261K -930 -83%
MFA
2850
McClarren Financial Advisors
Pennsylvania
$51K – – –
112 113
114
115 116