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McDonald's
MCD

Overview Fund Activity

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$410M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$376M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$270M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$3.76B
2
Barclays
Barclays
United Kingdom
-$319M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$270M
4
Capital World Investors
Capital World Investors
California
-$267M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
651
Appleton Partners
Massachusetts
$6.74M +$266K +951 +4%
BFG
652
Bleakley Financial Group
New Jersey
$6.72M -$1.15M -4,110 -15%
BAM
653
Belpointe Asset Management
Nevada
$6.7M -$123K -439 -2%
IWM
654
IHT Wealth Management
Illinois
$6.62M +$612K +2,190 +10%
CAL
655
Capital Analysts LLC
Pennsylvania
$6.61M +$170K +609 +3%
BRM
656
Boston Research & Management
Massachusetts
$6.57M -$136K -485 -2%
ST
657
Smithfield Trust
Pennsylvania
$6.56M -$98.8K -353 -1%
VFA
658
Valeo Financial Advisors
Indiana
$6.56M +$293K +1,049 +5%
LSA
659
L & S Advisors
California
$6.55M +$6.55M +23,442 New
TF
660
Talbot Financial
Washington
$6.51M +$121K +434 +2%
DCM
661
Donaldson Capital Management
Indiana
$6.48M -$340K -1,215 -5%
WG
662
Winton Group
United Kingdom
$6.46M +$571K +2,043 +10%
SWA
663
Stratos Wealth Advisors
Ohio
$6.45M +$28.8K +103 +0.4%
NMIMC
664
Northwestern Mutual Investment Management Company
Wisconsin
$6.44M +$19K +68 +0.3%
DWM
665
Dakota Wealth Management
Florida
$6.41M -$9.75M -34,885 -60%
CT
666
Clearstead Trust
Maine
$6.4M -$31K -111 -0.5%
AWM
667
Apollon Wealth Management
South Carolina
$6.4M +$59.8K +214 +0.9%
WAS
668
WESPAC Advisors SoCal
California
$6.39M +$26.6K +95 +0.4%
OAM
669
Ostrum Asset Management
France
$6.39M +$6.39M +22,853 New
NC
670
NBW Capital
Massachusetts
$6.38M +$41.7K +149 +0.7%
HIP
671
HUB Investment Partners
Texas
$6.31M +$6.31M +22,578 New
AC
672
Addenda Capital
Quebec, Canada
$6.3M -$48.7K -174 -0.8%
PNAA
673
Pictet North America Advisors
Switzerland
$6.3M +$896K +3,203 +17%
LPT
674
Legacy Private Trust
Wisconsin
$6.27M +$2.24K +8 +0%
WW
675
Windle Wealth
Oklahoma
$6.25M +$63.8K +228 +1%
25 26
27
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