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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 %
RMDI
851
R.M. Davis Inc
Maine
$4.69M -$167K -561 -3%
LCM
852
Liberty Capital Management
Michigan
$4.68M +$81.8K +274 +2%
CWP
853
CFM Wealth Partners
Texas
$4.68M +$141K +474 +3%
DBT
854
Dubuque Bank & Trust
Iowa
$4.66M -$117K -393 -2%
DWA
855
Douglass Winthrop Advisors
New York
$4.65M – – –
FPFS
856
First Personal Financial Services
North Carolina
$4.64M -$500K -1,676 -10%
DWT
857
Dorsey & Whitney Trust
South Dakota
$4.61M +$291K +975 +7%
LWP
858
LMG Wealth Partners
Louisiana
$4.61M +$124K +415 +3%
LIA
859
LS Investment Advisors
Michigan
$4.57M +$1.42M +4,763 +45%
TI
860
Tidal Investments
Wisconsin
$4.57M +$953K +3,193 +26%
HCM
861
Hall Capital Management
Rhode Island
$4.56M -$5.67K -19 -0.1%
TNBTD
862
Trustmark National Bank Trust Department
Mississippi
$4.55M -$177K -593 -4%
PTC
863
Private Trust Company
Ohio
$4.54M -$209K -699 -4%
MC
864
Moors & Cabot
Massachusetts
$4.52M -$153K -513 -3%
FMC
865
First Merchants Corp
Indiana
$4.5M +$80K +268 +2%
MAS
866
Meeder Advisory Services
Ohio
$4.49M +$222K +743 +5%
NCM
867
Nine27 Capital Management
New York
$4.48M +$4.48M +15,000 New
HRC
868
Hoertkorn Richard Charles
$4.48M -$52.2K -175 -1%
IA
869
IFG Advisory
Georgia
$4.47M +$861K +2,884 +24%
NHC
870
Nicholas Hoffman & Company
Georgia
$4.47M +$79.4K +266 +2%
CT
871
Coastline Trust
Rhode Island
$4.45M -$246K -824 -5%
RWA
872
Ropes Wealth Advisors
Massachusetts
$4.45M +$357K +1,197 +9%
QP
873
Quilter Plc
United Kingdom
$4.45M +$14.9K +15 +0.3%
FAP
874
Financial Advisory Partners
Florida
$4.45M -$139K -466 -3%
JIP
875
Jaffetilchin Investment Partners
Florida
$4.42M -$64.2K -215 -1%
33 34
35
36 37