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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 %
MWM
876
Mattern Wealth Management
Kansas
$4.41M +$280K +939 +7%
PI
877
PineBridge Investments
New York
$4.4M -$8.2M -27,477 -65%
TTWM
878
TCV Trust & Wealth Management
Virginia
$4.4M -$242K -811 -5%
GCM
879
Gables Capital Management
Florida
$4.4M +$28.3K +95 +0.6%
RPC
880
Rossmore Private Capital
Connecticut
$4.38M +$373K +1,257 +9%
MPI
881
Mairs & Power Inc
Minnesota
$4.38M -$53.1K -178 -1%
BAM
882
Belpointe Asset Management
Nevada
$4.36M -$2.79M -9,350 -39%
OIM
883
Opus Investment Management
Massachusetts
$4.36M – – –
AWM
884
Avior Wealth Management
Nebraska
$4.35M +$282K +944 +7%
SCM
885
Silvant Capital Management
Georgia
$4.34M -$1.49K -5 -0%
DT
886
Diversified Trust
Tennessee
$4.34M +$248K +830 +6%
BOSSRA
887
B.O.S.S. Retirement Advisors
Utah
$4.33M +$676K +2,266 +19%
AOWM
888
Alpha Omega Wealth Management
Virginia
$4.32M -$953K -3,195 -18%
HSA
889
HBK Sorce Advisory
Pennsylvania
$4.32M +$12.2K +41 +0.3%
MCCP
890
Mission Creek Capital Partners
California
$4.3M +$44.8K +150 +1%
HI
891
Harbour Investments
Wisconsin
$4.29M -$83.6K -280 -2%
ACM
892
AlphaStar Capital Management
North Carolina
$4.28M +$343K +1,150 +9%
BB
893
Bell Bank
North Dakota
$4.28M +$88.3K +296 +2%
GRP
894
Global Retirement Partners
California
$4.26M +$235K +788 +6%
MIC
895
Means Investment Company
Maine
$4.26M -$5.37K -18 -0.1%
PL
896
Parthenon LLC
Kentucky
$4.24M – – –
TMAM
897
Tokio Marine Asset Management
Japan
$4.23M +$165K +554 +4%
APP
898
Avantax Planning Partners
Iowa
$4.22M -$91.9K -308 -2%
ST
899
Spinnaker Trust
Maine
$4.2M -$297K -994 -7%
GL
900
GHE LLC
Tennessee
$4.19M -$16.7K -56 -0.4%
34 35
36
37 38