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 %
AAS
476
Avantax Advisory Services
Texas
$13.3M +$392K +1,314 +3%
PFS
477
Prospera Financial Services
Texas
$13.2M +$1.16M +3,870 +10%
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$13.2M +$798K +2,673 +6%
KCM
479
Kornitzer Capital Management
Kansas
$13.2M -$205K -686 -2%
CIS
480
Connors Investor Services
Pennsylvania
$13.1M -$4.68M -15,688 -26%
SIC
481
Salem Investment Counselors
North Carolina
$13.1M +$8.95K +30 +0.1%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$13M +$2.26M +7,586 +21%
PP
483
Prudential plc
United Kingdom
$13M +$2.67M +8,938 +26%
MC
484
Miramar Capital
Illinois
$12.9M +$65.7K +220 +0.5%
MLL
485
Moody Lynn & Lieberson
Massachusetts
$12.9M +$97.6K +327 +0.8%
NB
486
NBT Bank
New York
$12.8M -$290K -973 -2%
VI
487
Vestcor Inc
New Brunswick, Canada
$12.8M +$4.09M +13,718 +47%
RP
488
Rowlandmiller & Partners
Georgia
$12.8M -$50.1K -168 -0.4%
Lido Advisors
489
Lido Advisors
California
$12.8M -$1.21M -4,042 -9%
BC
490
Brookfield Corp
Ontario, Canada
$12.7M +$6.42M +21,522 +103%
MCM
491
Monarch Capital Management
Indiana
$12.6M -$158K -530 -1%
HCM
492
Hilton Capital Management
New York
$12.6M -$230K -770 -2%
LIP
493
Lighthouse Investment Partners
Florida
$12.4M +$1.45M +4,843 +13%
RCYC
494
Richard C. Young & Co
Rhode Island
$12.4M +$36.1K +121 +0.3%
DWM
495
Dakota Wealth Management
Florida
$12.3M +$5.48M +18,364 +80%
FWTB
496
First Western Trust Bank
Colorado
$12.3M -$147K -492 -1%
USCWA
497
U.S. Capital Wealth Advisors
Texas
$12.2M +$49.5K +166 +0.4%
FSA
498
Franklin Street Advisors
North Carolina
$12.2M -$110K -367 -0.9%
IC
499
IEQ Capital
California
$12.2M +$648K +2,173 +6%
ASN
500
Advisory Services Network
Georgia
$12.2M -$1.08M -3,635 -8%
18 19
20
21 22