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 %
LSAG
926
Lake Street Advisors Group
New Hampshire
$3.97M +$53.7K +180 +1%
PA
927
Parallel Advisors
California
$3.95M +$141K +471 +4%
WJWM
928
Williams Jones Wealth Management
New York
$3.94M +$5.37K +18 +0.1%
WT
929
Washington Trust
Rhode Island
$3.94M -$35.2K -118 -0.9%
DCM
930
Delta Capital Management
New Jersey
$3.93M -$28.4K -95 -0.7%
ISB
931
Iowa State Bank
Iowa
$3.88M -$106K -356 -3%
CAM
932
Carret Asset Management
New York
$3.87M -$2.39K -8 -0.1%
FFWA
933
FRG Family Wealth Advisors
Washington
$3.87M +$13.7K +46 +0.4%
ECM
934
Evergreen Capital Management
Washington
$3.87M +$185K +621 +5%
RMCM
935
Reynders McVeigh Capital Management
Massachusetts
$3.85M -$82.4K -276 -2%
AIM
936
Anchor Investment Management
South Carolina
$3.82M +$621K +2,082 +19%
GP
937
Girard Partners
Pennsylvania
$3.81M -$340K -1,139 -8%
KC
938
Kinloch Capital
Virginia
$3.78M -$48.6K -163 -1%
HCM
939
Hengehold Capital Management
Ohio
$3.77M -$25.7K -86 -0.7%
MSAM
940
Moloney Securities Asset Management
Missouri
$3.76M -$106K -355 -3%
SWA
941
Sutton Wealth Advisors
Florida
$3.75M -$298K -999 -7%
HNW
942
High Note Wealth
Minnesota
$3.74M -$221K -740 -6%
JCM
943
Jacobi Capital Management
Pennsylvania
$3.74M -$165K -553 -4%
CA
944
Centerpoint Advisors
Massachusetts
$3.74M -$23.3K -78 -0.6%
RBC
945
Romano Brothers & Co
Illinois
$3.74M -$81.8K -274 -2%
MCM
946
McKinley Capital Management
Alaska
$3.72M -$28.1K -94 -0.7%
SAG
947
SageView Advisory Group
California
$3.71M +$48.3K +162 +1%
LOAME
948
Lombard Odier Asset Management (Europe)
United Kingdom
$3.71M -$1.7M -5,706 -31%
WPW
949
Waldron Private Wealth
Pennsylvania
$3.67M -$1.07M -3,576 -23%
GC
950
Grimes & Company
Massachusetts
$3.67M +$49.5K +166 +1%
36 37
38
39 40