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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 %
TCA
826
Transcend Capital Advisors
New Jersey
$4.55M +$69.3K +248 +2%
RMDI
827
R.M. Davis Inc
Maine
$4.55M -$24K -86 -0.5%
LS
828
Leelyn Smith
Illinois
$4.52M -$2.43M -8,681 -35%
FWP
829
FAS Wealth Partners
Kansas
$4.52M +$91.7K +328 +2%
SCM
830
Stevens Capital Management
Pennsylvania
$4.51M +$1.55M +5,554 +52%
Westfield Capital Management
831
Westfield Capital Management
Massachusetts
$4.5M +$4.5M +16,106 New
WWM
832
Western Wealth Management
Colorado
$4.5M +$143K +511 +3%
DBT
833
Dubuque Bank & Trust
Iowa
$4.48M -$364K -1,301 -8%
WAOTB
834
Wealth Advisors of Tampa Bay
Florida
$4.47M – – –
CI
835
Capital International
California
$4.46M +$692K +2,476 +18%
PTC
836
Private Trust Company
Ohio
$4.45M +$1.2M +4,287 +37%
WPW
837
Waldron Private Wealth
Pennsylvania
$4.44M +$244K +872 +6%
QP
838
Quilter Plc
United Kingdom
$4.43M -$397K -400 -8%
TNBTD
839
Trustmark National Bank Trust Department
Mississippi
$4.43M -$114K -406 -3%
S
840
SignatureFD
Georgia
$4.41M +$373K +1,334 +9%
CT
841
Coastline Trust
Rhode Island
$4.4M -$18.5K -66 -0.4%
SWM
842
Spire Wealth Management
Virginia
$4.39M -$2.15M -7,699 -33%
SL
843
Summitry LLC
California
$4.38M +$95.3K +341 +2%
MC
844
Moors & Cabot
Massachusetts
$4.38M -$78K -279 -2%
DWA
845
Douglass Winthrop Advisors
New York
$4.36M -$196K -700 -4%
TTWM
846
TCV Trust & Wealth Management
Virginia
$4.35M +$104K +372 +2%
SIM
847
Stratos Investment Management
Ohio
$4.34M +$141K +505 +3%
CIA
848
Choate Investment Advisors
Massachusetts
$4.34M -$3.36K -12 -0.1%
RAG
849
RIA Advisory Group
Iowa
$4.33M +$4.33M +15,483 New
LCM
850
Liberty Capital Management
Michigan
$4.31M +$16.2K +58 +0.4%
32 33
34
35 36