MCD icon

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 %
SFI
451
Susquehanna Fundamental Investments
Pennsylvania
$14.6M -$18.3M -61,344 -56%
LSA
452
Lansing Street Advisors
Pennsylvania
$14.5M +$74.9K +251 +0.5%
WBC
453
Westpac Banking Corp
Australia
$14.4M -$22.9M -76,594 -61%
SAM
454
Silvercrest Asset Management
New York
$14.4M +$1.32M +4,436 +10%
KWMG
455
King Wealth Management Group
Florida
$14.1M +$187K +625 +1%
PFO
456
Pathstone Family Office
New Jersey
$14.1M -$79.6K -262 -0.6%
RJT
457
Raymond James Trust
Florida
$14M +$810K +2,713 +6%
KPWS
458
Kestra Private Wealth Services
Texas
$14M +$1.15M +3,864 +9%
FLII
459
First Long Island Investors
New York
$14M +$23K +77 +0.2%
TSS
460
Two Sigma Securities
New York
$14M +$5.5M +18,442 +65%
PCIA
461
Prime Capital Investment Advisors
Kansas
$13.9M +$4.18M +13,996 +43%
JIR
462
James Investment Research
Ohio
$13.8M -$149K -498 -1%
SAMT
463
Select Asset Management & Trust
Pennsylvania
$13.7M +$13.7M +45,996 New
RWP
464
RWA Wealth Partners
Massachusetts
$13.7M +$3.05M +10,231 +29%
MIA
465
MainStreet Investment Advisors
Illinois
$13.7M -$480K -1,608 -3%
BSW
466
Buckingham Strategic Wealth
Missouri
$13.6M +$1.83M +6,123 +16%
TF
467
TIAA FSB
Florida
$13.6M +$43.3K +145 +0.3%
RT
468
Rockland Trust
Massachusetts
$13.5M -$1.42M -4,755 -9%
LSERS
469
Louisiana State Employees Retirement System
Louisiana
$13.5M -$716K -2,400 -5%
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$13.5M +$1.73M +5,789 +15%
SGI
471
Summit Global Investments
Utah
$13.5M +$7.54M +25,284 +128%
VIP
472
Vantage Investment Partners
Missouri
$13.4M -$405K -1,356 -3%
LW
473
Linscomb Wealth
Texas
$13.4M -$798K -2,674 -6%
BB
474
Busey Bank
Illinois
$13.3M -$400K -1,342 -3%
SWM
475
Segment Wealth Management
Texas
$13.3M -$284K -952 -2%
17 18
19
20 21