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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 %
AssetMark Inc
626
AssetMark Inc
California
$8.07M +$515K +1,725 +7%
CA
627
Commerzbank Aktiengesellschaft
Germany
$8.06M -$2.68M -8,967 -25%
RVPG
628
Relative Value Partners Group
$8.04M +$2.39K +8 +0%
SAM
629
Sawgrass Asset Management
Florida
$8.03M -$7.52M -25,201 -48%
FM
630
Freemont Management
Switzerland
$8.03M – – –
MA
631
Montag & Associates
Georgia
$8.02M -$991K -3,320 -11%
OCAM
632
Onex Canada Asset Management
Ontario, Canada
$7.98M -$1.12M -3,753 -12%
DIA
633
Dana Investment Advisors
Wisconsin
$7.98M +$46.6K +156 +0.6%
CAG
634
Crestwood Advisors Group
Massachusetts
$7.93M -$113K -378 -1%
BFG
635
Bleakley Financial Group
New Jersey
$7.91M +$739K +2,476 +10%
KRSITF
636
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.82M +$44.2K +148 +0.6%
EAM
637
Erste Asset Management
Austria
$7.81M +$590K +2,000 +8%
MCC
638
Money Concepts Capital
Florida
$7.77M -$68.2M -228,500 -90%
CIM
639
Contravisory Investment Management
Massachusetts
$7.76M +$6.97M +23,362 +879%
CBTWT
640
Community Bank & Trust (Waco, Texas)
Texas
$7.73M -$22.7K -76 -0.3%
FNB
641
Farmers National Bank
Kentucky
$7.73M -$147K -494 -2%
TRCT
642
Tower Research Capital (TRC)
New York
$7.73M -$8.38M -28,085 -52%
BFA
643
Benedict Financial Advisors
Georgia
$7.7M -$83.3K -279 -1%
EWM
644
Edge Wealth Management
New York
$7.7M +$215K +719 +3%
SCA
645
Stokes Capital Advisors
South Carolina
$7.67M -$400K -1,340 -5%
APF
646
Alaska Permanent Fund
Alaska
$7.62M +$7.62M +25,551 New
EFIC
647
Eliot Finkel Investment Counsel
California
$7.62M -$146K -490 -2%
TNB
648
Thomasville National Bank
Georgia
$7.6M -$42.1K -141 -0.6%
CNAM
649
Campbell Newman Asset Management
Wisconsin
$7.6M – – –
MCM
650
Mattern Capital Management
Colorado
$7.6M +$171K +573 +2%
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