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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 %
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$7.6M +$43K +144 +0.6%
SPC
652
Sigma Planning Corp
Michigan
$7.58M -$1.04M -3,483 -12%
ZCM
653
Ziegler Capital Management
Illinois
$7.56M -$420K -1,407 -5%
SVWAG
654
Sound View Wealth Advisors Group
Georgia
$7.56M -$157K -526 -2%
PA
655
Perennial Advisors
New York
$7.48M +$65.1K +218 +0.9%
AG
656
Advocate Group
Minnesota
$7.47M +$166K +556 +2%
BWL
657
Bogart Wealth LLC
Virginia
$7.46M -$414K -1,388 -5%
EF
658
Empowered Funds
Pennsylvania
$7.44M +$3.34M +11,177 +81%
EST
659
EA Series Trust
Pennsylvania
$7.44M +$7.44M +24,938 New
PCOC
660
Power Corp of Canada
Canada
$7.43M -$282K -945 -4%
HBT
661
Hills Bank & Trust
Iowa
$7.41M -$57.3K -192 -0.8%
OAM
662
Ostrum Asset Management
France
$7.39M +$571K +1,914 +8%
CAL
663
Capital Analysts LLC
Pennsylvania
$7.29M +$240K +803 +3%
VFA
664
Valeo Financial Advisors
Indiana
$7.25M +$252K +843 +4%
GAM
665
Gotham Asset Management
New York
$7.22M -$1.27M -4,245 -15%
PCM
666
Palisade Capital Management
New Jersey
$7.21M – – –
IWM
667
IHT Wealth Management
Illinois
$7.19M +$126K +423 +2%
AP
668
Appleton Partners
Massachusetts
$7.18M -$7.46K -25 -0.1%
RIL
669
Rothschild Investment LLC
Illinois
$7.15M -$218K -732 -3%
CW
670
CIC Wealth
Maryland
$7.11M -$113K -377 -2%
LNC
671
Lincoln National Corp
Pennsylvania
$7.1M -$198K -665 -3%
AWM
672
Apollon Wealth Management
South Carolina
$7.08M +$249K +836 +4%
BRM
673
Boston Research & Management
Massachusetts
$7.04M +$30.7K +103 +0.4%
IMRF
674
Illinois Municipal Retirement Fund
Illinois
$7.03M +$374K +1,253 +6%
MFG
675
Merit Financial Group
Georgia
$7.02M +$1.36M +4,542 +24%
25 26
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