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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 %
RCIM
826
Red Cedar Investment Management
Michigan
$4.87M +$625K +2,095 +15%
BFG
827
Beacon Financial Group
Texas
$4.86M -$28.6K -97 -0.6%
TPA
828
Trivium Point Advisory
Connecticut
$4.86M -$60.9K -204 -1%
PWP
829
Private Wealth Partners
California
$4.85M -$82.1K -275 -2%
VWM
830
Valley Wealth Managers
New Jersey
$4.84M -$314K -1,052 -6%
TYCC
831
Texas Yale Capital Corp
Florida
$4.84M -$138K -461 -3%
AAIS
832
ABN AMRO Investment Solutions
$4.83M -$113K -379 -2%
LTI
833
Laffer Tengler Investments
Tennessee
$4.83M -$210K -705 -4%
TCA
834
Transcend Capital Advisors
New Jersey
$4.82M -$41.2K -138 -0.8%
S
835
SignatureFD
Georgia
$4.81M +$104K +348 +2%
SIM
836
Stratos Investment Management
Ohio
$4.8M +$170K +569 +4%
LS
837
Leelyn Smith
Illinois
$4.79M -$34K -114 -0.7%
WWM
838
Western Wealth Management
Colorado
$4.78M -$22.1K -74 -0.5%
RSWM
839
Robertson Stephens Wealth Management
California
$4.77M -$2.73M -9,159 -36%
Credit Agricole
840
Credit Agricole
France
$4.77M +$1.55M +5,202 +48%
LG
841
LaFleur & Godfrey
Michigan
$4.76M -$141K -472 -3%
CI
842
Capital International
California
$4.76M – – –
SWM
843
Spire Wealth Management
Virginia
$4.75M +$61.5K +206 +1%
IWP
844
Icon Wealth Partners
Texas
$4.75M -$619K -2,074 -12%
CPIG
845
Chicago Partners Investment Group
Illinois
$4.74M +$1.03M +3,562 +28%
WCA
846
Waratah Capital Advisors
Ontario, Canada
$4.73M +$4.73M +15,846 New
WC
847
Woodstock Corp
Massachusetts
$4.72M -$809K -2,710 -15%
WAOTB
848
Wealth Advisors of Tampa Bay
Florida
$4.71M -$62.7K -210 -1%
SL
849
Summitry LLC
California
$4.71M +$30.4K +102 +0.7%
CB
850
Community Bank
New York
$4.7M -$181K -606 -4%
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