MCD icon

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
$458M
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
$798M
5
Marshall Wace
Marshall Wace
United Kingdom
$459M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$154M
2
Barclays
Barclays
United Kingdom
$486M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.15B
4
Capital World Investors
Capital World Investors
California
$693M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
2876
Clear Perspectives Financial Planning
Ohio
$28.5K – – –
GFWA
2877
Grey Fox Wealth Advisors
Delaware
$28.3K +$14.3K +51 +102%
GKIM
2878
GW&K Investment Management
Massachusetts
$28K -$26.1K -94 -48%
PFG
2879
Piershale Financial Group
Illinois
$28K – – –
NF
2880
Norwood Financial
Pennsylvania
$28K – – –
IAS
2881
IMA Advisory Services
Colorado
$26.6K -$80.5K -288 -75%
APC
2882
Aspire Private Capital
North Carolina
$26.6K -$839 -3 -3%
SC
2883
Schubert & Co
Texas
$26K +$560 +2 +2%
OCM
2884
Osterweis Capital Management
California
$26K – – –
LIA
2885
Luken Investment Analytics
Tennessee
$25.7K – – –
SV
2886
Sturgeon Ventures
United Kingdom
$23.8K +$23.8K +85 New
PG
2887
Proffitt & Goodson
Tennessee
$23.5K – – –
RMC
2888
Resources Management Corp
Connecticut
$23K -$5.25M -73,077 -100%
BBPWM
2889
Blue Bell Private Wealth Management
Pennsylvania
$22.5K – – –
HF
2890
Halpern Financial
Virginia
$21.5K – – –
GIS
2891
Grayhawk Investment Strategies
Alberta, Canada
$20K – – –
SHIM
2892
Stone House Investment Management
Pennsylvania
$19.8K +$19.8K +71 New
CWM
2893
Cedar Wealth Management
California
$18.7K – – –
BC
2894
Belmont Capital
California
$18.5K – – –
HWM
2895
HighMark Wealth Management
Minnesota
$15.4K – – –
TWD
2896
True Wealth Design
Ohio
$15.2K – – –
DF
2897
DecisionPoint Financial
Arizona
$15.1K +$10.6K +38 +238%
PCA
2898
Providence Capital Advisors
North Carolina
$14.8K – – –
DEM
2899
Disciplined Equity Management
Florida
$14.3K – – –
ACA
2900
Atlas Capital Advisors
Wyoming
$14.3K – – –
114 115
116
117 118