MCD icon

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 %
VA
901
Valmark Advisers
Ohio
$4.18M -$97.9K -328 -2%
TFS
902
Thoroughbred Financial Services
Tennessee
$4.17M -$59.1K -198 -1%
SC
903
SouthState Corp
Florida
$4.17M -$362K -1,213 -8%
BEI
904
Benjamin Edwards Inc
Missouri
$4.15M +$70.4K +236 +2%
EWA
905
Exencial Wealth Advisors
Oklahoma
$4.15M +$367K +1,231 +10%
NIC
906
Northwest Investment Counselors
Oregon
$4.15M -$116K -389 -3%
EW
907
Evexia Wealth
Wisconsin
$4.15M +$27.2K +93 +0.7%
FFN
908
Focus Financial Network
Minnesota
$4.14M +$644K +2,158 +18%
VMPIC
909
Varma Mutual Pension Insurance Co
Finland
$4.14M -$969K -3,246 -19%
GWM
910
Geneos Wealth Management
Colorado
$4.12M +$857K +2,873 +26%
SCP
911
Shorepoint Capital Partners
Massachusetts
$4.12M -$163K -545 -4%
GWSG
912
GPS Wealth Strategies Group
Colorado
$4.1M -$12.2K -41 -0.3%
HT
913
Heritage Trust
Oklahoma
$4.06M +$93.1K +312 +2%
BFW
914
Brady Family Wealth
Missouri
$4.05M -$17.6K -59 -0.4%
WC
915
Weil Company
California
$4.04M – – –
LA
916
LVW Advisors
New York
$4.04M -$1.41M -4,732 -26%
BCA
917
Bray Capital Advisors
Florida
$4.04M -$90.1K -302 -2%
AWM
918
Accurate Wealth Management
Florida
$4.03M +$2.78M +9,414 +221%
NP
919
NorthRock Partners
Minnesota
$4.03M -$505K -1,691 -11%
FNBTCON
920
First National Bank & Trust Co of Newtown
Pennsylvania
$4.01M +$7.16K +24 +0.2%
VCP
921
Verus Capital Partners
Arizona
$4.01M +$2.39K +8 +0.1%
BFM
922
Boothbay Fund Management
New York
$3.99M +$2.63M +8,815 +194%
CA
923
CoreCap Advisors
Michigan
$3.99M +$3.99M +13,361 New
GIP
924
Greatmark Investment Partners
Georgia
$3.98M +$111K +371 +3%
CBB
925
Citizens Business Bank
California
$3.97M +$1.19K +4 +0%
35 36
37
38 39