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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 %
HH
2901
HWG Holdings
Texas
$67.1K -$2.98K -10 -4%
IHWM
2902
Iron Horse Wealth Management
Iowa
$67.1K – – –
LWA
2903
Lowe Wealth Advisors
Maryland
$66.8K – – –
BWS
2904
Buck Wealth Strategies
Colorado
$66.2K +$62.1K +208 +1,486%
IAS
2905
IMA Advisory Services
Colorado
$63.6K +$35.2K +118 +124%
IUHSA
2906
Itau Unibanco Holding S.A.
Brazil
$61.5K -$20.6K -69 -25%
HS
2907
Horan Securities
United States
$59.7K -$10.2K -34 -15%
Loomis, Sayles & Company
2908
Loomis, Sayles & Company
Massachusetts
$59K +$4.15K +14 +8%
SA
2909
SRH Advisors
Kansas
$55.9K – – –
DI
2910
Disciplined Investments
Oklahoma
$55.4K -$596 -2 -1%
RWM
2911
Ruedi Wealth Management
Illinois
$55.4K -$40.5K -136 -42%
AWM
2912
AllSquare Wealth Management
New York
$55.3K – – –
TLA
2913
Tanglewood Legacy Advisors
Texas
$54K – – –
MFA
2914
McClarren Financial Advisors
Pennsylvania
$54K -$2.37K -8 -4%
CWM
2915
Compass Wealth Management
Connecticut
$50.4K – – –
CH
2916
Canton Hathaway
Rhode Island
$49K – – –
CPA
2917
Cowen Prime Advisors
New York
$48K -$149K -500 -76%
GWSA
2918
Global Wealth Strategies & Associates
Colorado
$47.8K – – –
CWM
2919
CarsonAllaria Wealth Management
Illinois
$46.8K -$7.51K -25 -14%
VAG
2920
VisionPoint Advisory Group
Texas
$46.3K +$46.3K +155 New
WAM
2921
Worth Asset Management
Texas
$45.1K +$33.1K +111 +278%
AFS
2922
Annapolis Financial Services
Maryland
$44.2K -$23.3K -78 -35%
WFA
2923
West Financial Advisors
Iowa
$43.3K +$6.27K +21 +17%
LFA
2924
Legend Financial Advisors
Pennsylvania
$42.7K – – –
VF
2925
VitalStone Financial
Texas
$41K +$1.97K +7 +5%
115 116
117
118 119