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McDonald's
MCD

Overview Fund Activity

2,988 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, 1,248 reducing their positions, and 88 closing their positions.

Holders
2,988
Holders Change
+58
Holders Change %
+1.98%
% of All Funds
47.13%
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
1,248
Closed
88
Calls
$2.62B
Puts
$1.83B
Net Calls
+$795M
Net Calls Change
+$780M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.74B
2
Citadel Advisors
2
Citadel Advisors
Florida
$777M
3
Barclays
3
Barclays
United Kingdom
$767M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$693M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$325M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.94B
2
Bank of America
2
Bank of America
North Carolina
$3.53B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$105M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.93B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$954M 3,196,739 +22,123 +0.7%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$911M 3,053,169 -33,105 -1%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$888M 2,976,107 +123,507 +4%
UBS AM
29
UBS AM
Illinois
$863M 3,085,887 – –
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$841M 2,816,766 -56,049 -2%
Lazard Asset Management
31
Lazard Asset Management
New York
$817M 2,738,950 -202,954 -7%
Swiss National Bank
32
Swiss National Bank
Switzerland
$787M 2,636,600 -270,100 -9%
Citadel Advisors
33
Citadel Advisors
Florida
$777M 2,603,994 +965,746 +59%
Barclays
34
Barclays
United Kingdom
$767M 2,568,877 +829,030 +48%
Capital World Investors
35
Capital World Investors
California
$756M 2,533,274 +55,803 +2%
Deutsche Bank
36
Deutsche Bank
Germany
$729M 2,444,582 -355,458 -13%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$693M 2,322,551 -123,366 -5%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$693M 2,324,587 +714,320 +44%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$655M 2,193,980 -267,579 -11%
Amundi
40
Amundi
France
$633M 2,148,561 -297,359 -12%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$630M 2,110,847 -55,570 -3%
CS
42
Credit Suisse
Switzerland
$562M 1,883,931 +22,221 +1%
BPC
43
Banque Pictet & Cie
Switzerland
$514M 1,723,352 +5,267 +0.3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$511M 1,712,319 +352,831 +26%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$493M 1,653,414 +5,555 +0.3%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$442M 1,479,900 -113,700 -7%
CWP
47
Capital Wealth Planning
Florida
$436M 1,459,961 -47,280 -3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$436M 1,459,884 +5,085 +0.3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$423M 1,419,118 -111,264 -7%
BA
50
Bridgewater Associates
Connecticut
$423M 1,418,992 -119,385 -8%
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