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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
$1.74B
2
Citadel Advisors
Citadel Advisors
Florida
$777M
3
Barclays
Barclays
United Kingdom
$767M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$693M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$325M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.94B
2
Bank of America
Bank of America
North Carolina
$3.53B
3
Marshall Wace
Marshall Wace
United Kingdom
$105M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.93B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
2951
Steward Financial Group
Texas
$22K +$22K +75 New
SHIM
2952
Stone House Investment Management
Pennsylvania
$21.2K – – –
OIS
2953
Okabena Investment Services
Minnesota
$20.9K -$552K -1,850 -96%
IPW
2954
Impact Partnership Wealth
Georgia
$20.3K +$20.3K +68 New
CWM
2955
Cedar Wealth Management
California
$20K – – –
HWM
2956
HighMark Wealth Management
Minnesota
$16.5K – – –
TWD
2957
True Wealth Design
Ohio
$16.3K – – –
GIS
2958
Grayhawk Investment Strategies
Alberta, Canada
$15.8K – – –
DEM
2959
Disciplined Equity Management
Florida
$15.2K – – –
ARS
2960
Adirondack Retirement Specialists
New York
$14.9K -$29.8K -100 -67%
TJHA
2961
Thomas J. Herzfeld Advisors
Florida
$14.9K +$1.49K +5 +11%
PCM
2962
Perritt Capital Management
Illinois
$13.7K – – –
2L
2963
25 LLC
Missouri
$12.3K +$293 +1 +2%
MCI
2964
MRP Capital Investments
Georgia
$12.2K – – –
CWA
2965
Carolina Wealth Advisors
South Carolina
$12.2K +$8.95K +30 +273%
SWM
2966
Sanctuary Wealth Management
Idaho
$12.2K +$12.2K +41 New
RTL
2967
Red Tortoise LLC
Georgia
$11.9K – – –
ACA
2968
Atlas Capital Advisors
Wyoming
$11.6K -$3.58K -12 -24%
HC
2969
Hoese & Co
Minnesota
$11.6K -$3.28K -11 -22%
TCM
2970
TD Capital Management
Tennessee
$11.2K – – –
MIM
2971
Macroview Investment Management
Maryland
$11K +$11K +37 New
JFG
2972
JDM Financial Group
Texas
$9.85K – – –
FGAM
2973
Financial Gravity Asset Management
Texas
$9.8K +$1.11K +44 +13%
HWM
2974
Horizons Wealth Management
North Carolina
$8.36K +$3.88K +13 +87%
CG
2975
Cutler Group
California
$8K -$495K -1,731 -98%
117 118
119
120 121