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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 %
PA
776
Profund Advisors
Maryland
$5.32M +$1.08M +3,633 +26%
Wealth Enhancement Advisory Services
777
Wealth Enhancement Advisory Services
Minnesota
$5.32M -$13.1M -44,024 -71%
FC
778
FORA Capital
Florida
$5.27M -$6.35M -21,263 -55%
CIC
779
Crawford Investment Counsel
Georgia
$5.25M +$1.19K +4 +0%
RFM
780
Royal Fund Management
Florida
$5.25M -$128K -430 -2%
IA
781
IFP Advisors
Florida
$5.24M +$115K +386 +2%
ET
782
Equitable Trust
Tennessee
$5.24M -$62.7K -210 -1%
USAA
783
United Services Automobile Association
Texas
$5.23M +$2.39K +8 +0%
ST
784
Somerset Trust
Pennsylvania
$5.23M -$144K -483 -3%
NP
785
Nilsine Partners
Colorado
$5.22M -$108K -362 -2%
RWM
786
Ritholtz Wealth Management
New York
$5.21M -$446K -1,495 -8%
PPW
787
Parcion Private Wealth
Washington
$5.21M -$8.36K -28 -0.2%
SCP
788
Sandhill Capital Partners
New York
$5.21M -$404K -1,354 -7%
Impax Asset Management Group
789
Impax Asset Management Group
United Kingdom
$5.2M +$6.27K +21 +0.1%
SAM
790
Shell Asset Management
Netherlands
$5.19M +$14K +47 +0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
791
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.18M -$11.9M -39,989 -70%
SCM
792
Spring Capital Management
Texas
$5.17M -$167K -560 -3%
MWM
793
Mission Wealth Management
California
$5.16M +$144K +481 +3%
CWP
794
Cyndeo Wealth Partners
Florida
$5.16M -$1.45M -4,851 -22%
KJHP
795
K.J. Harrison & Partners
Ontario, Canada
$5.14M -$446K -1,500 -8%
DWM
796
Dorchester Wealth Management
Quebec, Canada
$5.14M – – –
EA
797
Ellsworth Advisors
Ohio
$5.13M -$321K -1,074 -6%
Westfield Capital Management
798
Westfield Capital Management
Massachusetts
$5.13M +$320K +1,071 +7%
AWM
799
Axxcess Wealth Management
California
$5.12M +$93.7K +314 +2%
FPB
800
First PREMIER Bank
South Dakota
$5.11M -$112K -375 -2%
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