MCD icon

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 %
GIA
701
Gladstone Institutional Advisory
Florida
$6.34M +$2.11M +7,061 +50%
PFSC
702
Peoples Financial Services Corp
Pennsylvania
$6.33M -$16.1K -54 -0.3%
AF
703
Allworth Financial
California
$6.32M -$101K -338 -2%
FBC
704
Fairfield, Bush & Co
Connecticut
$6.31M +$4.77K +16 +0.1%
WIC
705
Woodmont Investment Counsel
Tennessee
$6.3M -$30.1K -101 -0.5%
AG
706
Ascent Group
Virginia
$6.3M +$784K +2,707 +14%
WP
707
WMS Partners
Maryland
$6.29M -$144K -482 -2%
ADL
708
Asset Dedication LLC
California
$6.27M +$161K +542 +3%
WAS
709
Wesleyan Assurance Society
United Kingdom
$6.26M – – –
AMM
710
American Money Management
California
$6.25M -$83.6K -280 -1%
FIB
711
First Interstate Bank
Montana
$6.23M -$392K -1,312 -6%
PAS
712
Park Avenue Securities
New York
$6.21M +$424K +1,422 +7%
MNBTD
713
Moody National Bank Trust Division
Texas
$6.19M +$26.9K +90 +0.4%
CT
714
Clearstead Trust
Maine
$6.17M -$394K -1,375 -6%
MGIA
715
Moneta Group Investment Advisors
Missouri
$6.16M +$227K +762 +4%
AWM
716
Avitas Wealth Management
California
$6.12M +$21.2K +71 +0.3%
Empower Advisory Group
717
Empower Advisory Group
Colorado
$6.11M +$845K +2,832 +16%
LWANC
718
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.05M -$164K -548 -3%
SC
719
Searle & Co
Connecticut
$6.04M – – –
DR
720
Davis Rea
Ontario, Canada
$6.02M -$37.3K -125 -0.6%
GPTE
721
Generali Powszechne Towarzystwo Emerytalne
Poland
$6M – – –
PCM
722
Parsons Capital Management
Rhode Island
$6M -$15.8K -53 -0.3%
AIM
723
Allen Investment Management
New York
$5.97M – – –
LBC
724
Lowe Brockenbrough & Co
Virginia
$5.94M -$39.1K -131 -0.7%
PBT
725
Pictet Bank & Trust
Bahamas
$5.93M -$71.6K -240 -1%
27 28
29
30 31