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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 %
MWM
751
Modera Wealth Management
New Jersey
$5.64M +$1.62M +5,430 +40%
LSPW
752
Lake Street Private Wealth
Illinois
$5.63M -$63K -211 -1%
FCH
753
Freestone Capital Holdings
Washington
$5.62M +$94.9K +318 +2%
BCFD
754
Boit C.F. David
$5.61M -$89.5K -300 -2%
LFAS
755
Level Four Advisory Services
Texas
$5.57M +$516K +1,730 +10%
EI
756
Ethic Inc
New York
$5.56M +$363K +1,215 +7%
CFG
757
Citizens Financial Group
Rhode Island
$5.55M -$57K -191 -1%
NG
758
NatWest Group
United Kingdom
$5.55M +$60.9K +204 +1%
III
759
Independent Investors Inc
New York
$5.54M – – –
BP
760
Ballentine Partners
Massachusetts
$5.53M +$210K +703 +4%
PVI
761
Pine Valley Investments
New Jersey
$5.52M +$2.56M +8,567 +86%
BHWM
762
Bar Harbor Wealth Management
New Hampshire
$5.52M -$276K -926 -5%
PWMAG
763
Pinnacle Wealth Management Advisory Group
New Jersey
$5.51M +$50.7K +170 +0.9%
CTA
764
Colonial Trust Advisors
South Carolina
$5.49M -$372K -1,247 -6%
NC
765
NBW Capital
Massachusetts
$5.48M -$1.33M -4,456 -20%
GW
766
GW & Wade
Massachusetts
$5.48M -$203K -680 -4%
PT
767
Plimoth Trust
Massachusetts
$5.46M -$29.8K -100 -0.5%
FHB
768
First Hawaiian Bank
Hawaii
$5.42M +$62.7K +210 +1%
NGA
769
Naples Global Advisors
Florida
$5.41M +$74.3K +249 +1%
LDB
770
Lee, Danner & Bass
Tennessee
$5.39M -$122K -409 -2%
CWG
771
Cornerstone Wealth Group
North Carolina
$5.39M -$14.6K -49 -0.3%
FTDI
772
First Trust Direct Indexing
Massachusetts
$5.39M +$1.19K +4 +0%
MIA
773
MMBG Investment Advisors
Florida
$5.38M -$144K -495 -3%
DAS
774
Dynamic Advisor Solutions
Arizona
$5.33M -$654K -2,193 -11%
FFBTD
775
First Financial Bank - Trust Division
Ohio
$5.33M -$69.8K -234 -1%
29 30
31
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