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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 %
SFG
601
Sather Financial Group
Texas
$8.75M -$24.5K -82 -0.3%
Luther King Capital Management (LKCM)
602
Luther King Capital Management (LKCM)
Texas
$8.72M -$35.2K -118 -0.4%
AFG
603
Albion Financial Group
Utah
$8.58M +$54.9K +184 +0.6%
CCG
604
Cypress Capital Group
Florida
$8.54M +$913K +3,059 +12%
CIA
605
Covington Investment Advisors
Pennsylvania
$8.54M +$14.9K +50 +0.2%
PCMK
606
Paragon Capital Management (Kansas)
Kansas
$8.53M -$90.7K -304 -1%
BC
607
Burney Company
Virginia
$8.45M +$3.12M +10,456 +59%
JWM
608
Jackson Wealth Management
Florida
$8.42M +$8.42M +28,211 New
TFA
609
Toth Financial Advisory
Virginia
$8.38M -$278K -930 -3%
CCWM
610
Cassaday & Co Wealth Management
Virginia
$8.35M -$223K -746 -3%
HWM
611
Heirloom Wealth Management
Colorado
$8.34M +$377K +1,263 +5%
SS
612
Simplicity Solutions
Minnesota
$8.33M -$448K -1,503 -5%
KWM
613
Kingsview Wealth Management
Oregon
$8.31M -$617K -2,068 -7%
RIA
614
Regal Investment Advisors
Michigan
$8.3M -$69.5K -233 -0.8%
FG
615
Foster Group
Iowa
$8.3M +$5.47M +18,326 +193%
CCG
616
Chatham Capital Group
Georgia
$8.3M +$622K +2,085 +8%
PAM
617
Panagora Asset Management
Massachusetts
$8.25M +$457K +1,532 +6%
QCM
618
Quantinno Capital Management
New York
$8.23M +$676K +2,265 +9%
GHA
619
Granite Harbor Advisors
Texas
$8.22M +$7.71M +25,847 +1,529%
CCM
620
Coldstream Capital Management
Washington
$8.21M +$28.1K +94 +0.3%
TCOT
621
Trust Company of Toledo
Ohio
$8.16M -$212K -711 -3%
MHIC
622
Marble Harbor Investment Counsel
Massachusetts
$8.15M -$59.7K -200 -0.7%
1IA
623
1834 Investment Advisors
Wisconsin
$8.15M -$35.2K -118 -0.4%
WS
624
Wedbush Securities
California
$8.12M -$377K -1,265 -4%
OIA
625
OneDigital Investment Advisors
Kansas
$8.07M -$223K -748 -3%
23 24
25
26 27