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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 %
CCS
801
Concentric Capital Strategies
Connecticut
$4.79M +$4.79M +17,142 New
VMPIC
802
Varma Mutual Pension Insurance Co
Finland
$4.79M – – –
UAS
803
United Asset Strategies
New York
$4.77M +$30.5K +109 +0.6%
WPP
804
Whalerock Point Partners
Rhode Island
$4.75M +$69.1K +247 +1%
BCM
805
Brookmont Capital Management
Texas
$4.74M -$17.3K -62 -0.4%
LFAS
806
Level Four Advisory Services
Texas
$4.74M -$378K -1,353 -7%
LTI
807
Laffer Tengler Investments
Tennessee
$4.72M +$239K +854 +5%
BFG
808
Beacon Financial Group
Texas
$4.72M -$216K -761 -4%
FFA
809
First Foundation Advisors
California
$4.71M +$331K +1,183 +8%
AWM
810
Axxcess Wealth Management
California
$4.71M +$203K +727 +5%
MWM
811
Mission Wealth Management
California
$4.7M -$130K -464 -3%
AIMCA
812
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.7M -$7.45M -26,632 -61%
SFA
813
Sequoia Financial Advisors
Ohio
$4.69M -$5.81M -20,786 -55%
WB
814
Webster Bank
Connecticut
$4.67M -$305K -1,092 -6%
TYCC
815
Texas Yale Capital Corp
Florida
$4.66M +$268K +957 +6%
BL
816
Balentine LLC
Georgia
$4.64M -$1.51M -5,404 -25%
CRCM
817
Crystal Rock Capital Management
Illinois
$4.64M -$1.12M -4,000 -19%
KA
818
Kintegral Advisory
New York
$4.63M -$249K -890 -5%
AAIS
819
ABN AMRO Investment Solutions
$4.63M +$4.63M +16,556 New
PWP
820
Private Wealth Partners
California
$4.62M -$22.9K -82 -0.5%
NSEDCP
821
NJ State Employees Deferred Compensation Plan
New Jersey
$4.61M – – –
TPA
822
Trivium Point Advisory
Connecticut
$4.61M +$135K +484 +3%
DAC
823
Dividend Assets Capital
South Carolina
$4.6M – – –
LG
824
LaFleur & Godfrey
Michigan
$4.59M -$16.5K -59 -0.4%
CB
825
Community Bank
New York
$4.57M -$12.3K -44 -0.3%
31 32
33
34 35