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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 %
HFS
3051
Howard Financial Services
Texas
– -$257K -918 Closed
VIM
3052
Vista Investment Management
Pennsylvania
– -$238K -851 Closed
CCA
3053
Childress Capital Advisors
Texas
– -$233K -834 Closed
CFO
3054
Colony Family Offices
North Carolina
– -$231K -825 Closed
SM
3055
Sweeney & Michel
California
– -$234K -823 Closed
FRM
3056
Fox Run Management
Connecticut
– -$229K -819 Closed
WRM
3057
Weybosset Research & Management
Rhode Island
– -$228K -815 Closed
IWA
3058
Intercontinental Wealth Advisors
Texas
– -$225K -803 Closed
SG
3059
Sharper & Granite
California
– -$221K -789 Closed
WTFG
3060
Wells Trecaso Financial Group
Ohio
– -$216K -773 Closed
GAM
3061
Grandview Asset Management
Pennsylvania
– -$214K -765 Closed
BWM
3062
BCS Wealth Management
Tennessee
– -$210K -752 Closed
FM
3063
Family Management
New York
– -$205K -734 Closed
RIM
3064
Redwood Investment Management
Arizona
– -$205K -734 Closed
ICP
3065
Interchange Capital Partners
Pennsylvania
– -$201K -718 Closed
CM
3066
Capula Management
Cayman Islands
– -$194K -695 Closed
SSC
3067
Syverson Strege & Co
Iowa
– -$128K -457 Closed
CCM
3068
Carderock Capital Management
Maryland
– -$116K -415 Closed
PCM
3069
Pointe Capital Management
Michigan
– -$77.5K -277 Closed
BA
3070
Bellwether Advisors
Nebraska
– -$59.6K -213 Closed
CIA
3071
Cascade Investment Advisors
Oregon
– -$56.8K -203 Closed
CM
3072
Cornerstone Management
Georgia
– -$42.2K -151 Closed
GCM
3073
Gladius Capital Management
Illinois
– -$33K -118 Closed
GFWA
3074
Grey Fox Wealth Advisors
Delaware
– -$28.3K -101 Closed
SC
3075
Schubert & Co
Texas
– -$26K -93 Closed
120 121 122
123
124