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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 %
PWP
551
Perfromance Wealth Partners
Illinois
$10.3M +$501K +1,687 +5%
LCM
552
Logan Capital Management
Pennsylvania
$10.3M -$63K -211 -0.6%
CA
553
Clearstead Advisors
Ohio
$10.3M +$4.07M +13,641 +66%
SAM
554
Stansberry Asset Management
Texas
$10.2M -$4.27M -14,319 -29%
1SB
555
1ST Source Bank
Indiana
$10.2M -$169K -566 -2%
JC
556
Jacobs & Co
California
$10.2M -$595K -1,995 -6%
AHC
557
Adell Harriman & Carpenter
Texas
$10.2M -$641K -2,175 -6%
EWM
558
Executive Wealth Management
Michigan
$10.2M +$286K +957 +3%
BFO
559
Boston Family Office
Massachusetts
$10.1M +$234K +785 +2%
GLA
560
Great Lakes Advisors
Illinois
$10.1M +$925K +3,099 +10%
VVP
561
Venture Visionary Partners
Ohio
$10.1M +$126K +421 +1%
CM
562
Churchill Management
California
$10.1M +$44.5K +149 +0.4%
CAM
563
ClariVest Asset Management
California
$9.96M +$9.96M +33,388 New
BMCM
564
Bryn Mawr Capital Management
Pennsylvania
$9.95M +$53.1K +178 +0.5%
BST
565
Bath Savings Trust
Maine
$9.91M -$46.3K -155 -0.5%
SG Americas Securities
566
SG Americas Securities
New York
$9.9M +$1.93M +6,468 +24%
MGP
567
Metis Global Partners
California
$9.89M +$479K +1,606 +5%
PJSIMP
568
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.82M -$238K -814 -2%
WB
569
WesBanco Bank
West Virginia
$9.82M +$172K +577 +2%
ALAM
570
Asahi Life Asset Management
Japan
$9.81M -$128K -428 -1%
AWA
571
Arete Wealth Advisors
Illinois
$9.79M -$311K -1,041 -3%
LA
572
Lynch & Associates
Indiana
$9.78M -$123K -412 -1%
PWAG
573
Polaris Wealth Advisory Group
California
$9.74M -$830K -2,782 -8%
AUB
574
Atlantic Union Bankshares
Virginia
$9.65M -$829K -2,777 -8%
MPM
575
Meritage Portfolio Management
Kansas
$9.65M -$417K -1,399 -4%
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