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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 %
NFP
3026
NorthLanding Financial Partners
New York
– -$690K -2,468 Closed
LCM
3027
Legato Capital Management
California
– -$678K -2,425 Closed
GSWM
3028
Greenup Street Wealth Management
Michigan
– -$675K -2,413 Closed
SM
3029
Sciencast Management
New Jersey
– -$660K -2,240 Closed
LOAMU
3030
Lombard Odier Asset Management (USA)
New York
– -$623K -2,227 Closed
DFG
3031
Delta Financial Group
New Jersey
– -$615K -2,200 Closed
OWM
3032
OneAscent Wealth Management
Alabama
– -$584K -2,090 Closed
ABLA
3033
Alan B. Lancz & Associates
Ohio
– -$550K -1,967 Closed
BAM
3034
Beaumont Asset Management
Texas
– -$543K -1,942 Closed
MIA
3035
Milestone Investment Advisors
Wisconsin
– -$522K -1,866 Closed
AIM
3036
Aigen Investment Management
New York
– -$512K -1,830 Closed
RBC
3037
Roble Belko & Company
Pennsylvania
– -$508K -1,815 Closed
MGIM
3038
M&G Investment Management
United Kingdom
– -$503K -1,797 Closed
MW
3039
Marks Wealth
Maryland
– -$492K -1,760 Closed
MC
3040
Machina Capital
France
– -$474K -1,696 Closed
WC
3041
Waterloo Capital
Texas
– -$456K -1,632 Closed
ACM
3042
Acrisure Capital Management
Texas
– -$455K -1,627 Closed
MWM
3043
Moran Wealth Management
Florida
– -$448K -1,604 Closed
CAGAS
3044
Capital Advisory Group Advisory Services
Minnesota
– -$398K -1,423 Closed
OFS
3045
OneAscent Financial Services
Alabama
– -$391K -1,400 Closed
SPP
3046
Single Point Partners
Massachusetts
– -$377K -1,348 Closed
LGWM
3047
Litman Gregory Wealth Management
California
– -$315K -1,125 Closed
AI
3048
Atom Investors
Texas
– -$310K -1,107 Closed
BCM
3049
BCK Capital Management
Connecticut
– -$284K -1,014 Closed
EP
3050
Edgestream Partners
New Jersey
– -$268K -958 Closed
120 121
122
123 124