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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 %
DWP
751
Daymark Wealth Partners
Ohio
$5.24M +$2.54M +9,077 +94%
CW
752
CreativeOne Wealth
Kansas
$5.19M +$506K +1,809 +11%
III
753
Independent Investors Inc
New York
$5.19M – – –
WC
754
Woodstock Corp
Massachusetts
$5.18M -$397K -1,421 -7%
FCH
755
Freestone Capital Holdings
Washington
$5.17M -$81.6K -292 -2%
OHIS
756
Oak Harvest Investment Services
Texas
$5.17M +$349K +1,249 +7%
LDB
757
Lee, Danner & Bass
Tennessee
$5.17M +$76.9K +275 +2%
PT
758
Plimoth Trust
Massachusetts
$5.15M +$180K +644 +4%
NG
759
NatWest Group
United Kingdom
$5.14M -$2.34M -8,358 -31%
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$5.11M -$200K -714 -4%
VAS
761
Vestmark Advisory Solutions
Massachusetts
$5.11M +$273K +976 +6%
LA
762
LVW Advisors
New York
$5.11M -$86.1K -308 -2%
Kovitz Investment Group Partners
763
Kovitz Investment Group Partners
Illinois
$5.1M +$52.3K +187 +1%
EA
764
Ellsworth Advisors
Ohio
$5.1M +$226K +807 +5%
LOAME
765
Lombard Odier Asset Management (Europe)
United Kingdom
$5.07M +$2.73M +9,746 +116%
CWG
766
Cornerstone Wealth Group
North Carolina
$5.06M -$78.3K -280 -2%
FFBTD
767
First Financial Bank - Trust Division
Ohio
$5.06M -$268K -958 -5%
VWMG
768
Virginia Wealth Management Group
Virginia
$5.05M +$51.2K +183 +1%
FTDI
769
First Trust Direct Indexing
Massachusetts
$5.05M +$219K +783 +5%
PMEF
770
Point72 Middle East FZE
United Arab Emirates
$5.05M +$278K +996 +6%
RFM
771
Royal Fund Management
Florida
$5.04M +$454K +1,622 +10%
ST
772
Somerset Trust
Pennsylvania
$5.04M -$318K -1,139 -6%
IWP
773
Icon Wealth Partners
Texas
$5.03M +$5.03M +17,997 New
FHB
774
First Hawaiian Bank
Hawaii
$5.02M +$262K +937 +6%
SCM
775
Spring Capital Management
Texas
$5M -$5.31K -19 -0.1%
29 30
31
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