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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 %
FWP
801
FAS Wealth Partners
Kansas
$5.1M +$278K +931 +6%
TCM
802
Teza Capital Management
Illinois
$5.1M +$2.46M +8,245 +93%
FFA
803
First Foundation Advisors
California
$5.09M +$58.2K +195 +1%
PA
804
PFG Advisors
Arizona
$5.08M -$156K -524 -3%
WPP
805
Whalerock Point Partners
Rhode Island
$5.07M -$2.69K -9 -0.1%
MA
806
Mutual Advisors
Nebraska
$5.06M -$157K -525 -3%
WA
807
WBH Advisory
Maryland
$5.05M -$104K -349 -2%
RAG
808
RIA Advisory Group
Iowa
$5.05M +$426K +1,426 +9%
PTB
809
Pioneer Trust Bank
Oregon
$5.04M -$1.29M -4,315 -20%
BHPW
810
Beverly Hills Private Wealth
California
$5.04M +$1.61M +5,595 +47%
WB
811
Webster Bank
Connecticut
$5.04M +$47.4K +159 +1%
UAS
812
United Asset Strategies
New York
$5.03M -$53.1K -178 -1%
CP
813
Cumberland Partners
Ontario, Canada
$5.03M +$5.03M +16,866 New
SLI
814
Sumitomo Life Insurance
Japan
$5.03M +$793K +2,658 +19%
QT
815
Quantbot Technologies
New York
$5.03M +$5.03M +16,853 New
AIMCA
816
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.01M – – –
BCM
817
Brookmont Capital Management
Texas
$5.01M -$45.4K -152 -0.9%
DAC
818
Dividend Assets Capital
South Carolina
$5M -$200K -670 -4%
VWMG
819
Virginia Wealth Management Group
Virginia
$5M -$397K -1,329 -7%
BL
820
Balentine LLC
Georgia
$4.98M +$31.9K +107 +0.6%
JWCA
821
J.W. Cole Advisors
Florida
$4.97M -$261K -874 -5%
DJSG
822
D.J. St. Germain
Massachusetts
$4.97M +$4.97M +16,646 New
CRCM
823
Crystal Rock Capital Management
Illinois
$4.95M – – –
KA
824
Kintegral Advisory
New York
$4.95M – – –
NSEDCP
825
NJ State Employees Deferred Compensation Plan
New Jersey
$4.92M – – –
31 32
33
34 35