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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 %
EMPI
401
Elo Mutual Pension Insurance
Finland
$17.9M +$475K +1,593 +3%
AI
402
Atria Investments
North Carolina
$17.9M -$987K -3,307 -5%
NRS
403
Neville Rodie & Shaw
New York
$17.8M -$7.46K -25 -0%
SCA
404
Stonebridge Capital Advisors
Minnesota
$17.8M -$62.4K -209 -0.3%
ZDA
405
Zweig-DiMenna Associates
New York
$17.8M -$388K -1,300 -2%
CA
406
Callahan Advisors
Texas
$17.7M -$545K -1,828 -3%
HPG
407
Harvest Portfolios Group
Ontario, Canada
$17.6M -$1.81M -6,054 -9%
BFS
408
Bard Financial Services
Connecticut
$17.6M -$89.2K -299 -0.5%
KRS
409
Kentucky Retirement Systems
Kentucky
$17.5M +$236K +790 +1%
CIC
410
Cutler Investment Counsel
Oregon
$17.5M -$224K -749 -1%
M
411
MOTCO
Texas
$17.5M -$483K -1,619 -3%
Pacer Advisors
412
Pacer Advisors
Pennsylvania
$17.4M +$386K +1,292 +2%
BAM
413
Burgundy Asset Management
Ontario, Canada
$17.3M – – –
VPIM
414
Vanguard Personalized Indexing Management
California
$17.3M +$1.33M +4,456 +8%
CA
415
Cetera Advisors
Colorado
$17.1M +$577K +1,934 +3%
FHA
416
First Horizon Advisors
Tennessee
$17M +$348K +1,165 +2%
PAI
417
Pittenger & Anderson Inc
Nebraska
$17M +$283K +947 +2%
HWM
418
HB Wealth Management
Georgia
$16.8M +$417K +1,399 +3%
FNFDCM
419
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$16.6M +$20.9K +70 +0.1%
MSRPS
420
Maryland State Retirement & Pension System
Maryland
$16.6M -$833K -2,792 -5%
GCA
421
Guardian Capital Advisors
Ontario, Canada
$16.4M -$18.6K -63 -0.1%
EWA
422
EP Wealth Advisors
California
$16.4M +$8.52M +6,370 +109%
SIA
423
Sit Investment Associates
Minnesota
$16.2M -$858K -2,875 -5%
OC
424
Oppenheimer & Co
New York
$16M +$462K +1,547 +3%
Rafferty Asset Management
425
Rafferty Asset Management
New York
$16M +$1.9M +6,376 +14%
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