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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 %
DCM
676
Donaldson Capital Management
Indiana
$6.95M +$40K +134 +0.6%
LPT
677
Legacy Private Trust
Wisconsin
$6.95M +$250K +838 +4%
ST
678
Smithfield Trust
Pennsylvania
$6.94M -$44.6K -150 -0.6%
NMIMC
679
Northwestern Mutual Investment Management Company
Wisconsin
$6.87M +$1.79K +6 +0%
TF
680
Talbot Financial
Washington
$6.85M -$97.3K -326 -1%
TC
681
TwinBeech Capital
New York
$6.82M +$2.28M +7,657 +50%
WAS
682
WESPAC Advisors SoCal
California
$6.82M -$5.67K -19 -0.1%
PNAA
683
Pictet North America Advisors
Switzerland
$6.8M +$81.5K +273 +1%
SWA
684
Stratos Wealth Advisors
Ohio
$6.78M -$104K -348 -2%
TIM
685
Thornburg Investment Management
New Mexico
$6.75M -$1.1M -3,678 -14%
CIA
686
Choate Investment Advisors
Massachusetts
$6.74M +$2.11M +7,064 +46%
AC
687
Addenda Capital
Quebec, Canada
$6.72M -$2.69K -9 -0%
ATPW
688
Ashton Thomas Private Wealth
Arizona
$6.69M +$113K +377 +2%
SFA
689
Sequoia Financial Advisors
Ohio
$6.67M +$1.67M +5,588 +33%
WW
690
Windle Wealth
Oklahoma
$6.66M -$18.8K -63 -0.3%
RAM
691
Riggs Asset Management
Pennsylvania
$6.62M -$34.6K -116 -0.5%
SFS
692
Sowell Financial Services
Arkansas
$6.61M +$869K +2,913 +15%
SCM
693
Schnieders Capital Management
California
$6.55M -$37K -124 -0.6%
CMP
694
Coston McIsaac & Partners
Maine
$6.54M +$21.5K +72 +0.3%
KFP
695
KMG Fiduciary Partners
Ohio
$6.51M +$427K +1,431 +7%
FA
696
FDx Advisors
Illinois
$6.5M -$1.54M -5,171 -19%
NSIM
697
North Star Investment Management
Illinois
$6.49M -$5.67K -19 -0.1%
NHT
698
New Hampshire Trust
New Hampshire
$6.39M -$82.4K -276 -1%
CK
699
Cohen Klingenstein
New York
$6.39M – – –
MSR
700
Main Street Research
Connecticut
$6.36M -$35.8K -120 -0.6%
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