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 %
CFGS
951
Concourse Financial Group Securities
Alabama
$3.66M -$154K -516 -4%
CA
952
Claro Advisors
Massachusetts
$3.66M +$206K +689 +6%
PIM
953
Provident Investment Management
Michigan
$3.66M -$104K -350 -3%
PH
954
Pinnacle Holdings
Oklahoma
$3.65M +$7.46K +25 +0.2%
CB
955
Cadence Bank
Mississippi
$3.64M +$263K +880 +8%
BFM
956
Boston Financial Management
Massachusetts
$3.63M -$223K -748 -6%
SBIA
957
Sheaff Brock Investment Advisors
Indiana
$3.61M -$60.3K -202 -2%
CWM
958
Cordatus Wealth Management
Pennsylvania
$3.61M +$3.61M +12,094 New
AIP
959
Ameritas Investment Partners
Nebraska
$3.61M +$60.9K +204 +2%
SB
960
Simmons Bank
Arkansas
$3.6M +$43.6K +146 +1%
ATC
961
Adirondack Trust Company
New York
$3.59M -$8.21K -28 -0.2%
AIM
962
Artemis Investment Management
United Kingdom
$3.59M +$3.59M +12,053 New
CCT
963
Capital City Trust
Florida
$3.59M -$106K -354 -3%
PWPS
964
Pinnacle Wealth Planning Services
Ohio
$3.59M -$149K -500 -4%
MIM
965
Marco Investment Management
Georgia
$3.58M -$474K -1,587 -12%
DMC
966
Drexel Morgan & Co
Pennsylvania
$3.57M – – –
DA
967
DCM Advisors
New York
$3.54M -$45.4K -152 -1%
VCA
968
Verdence Capital Advisors
Maryland
$3.54M -$49.2K -165 -1%
JWCA
969
J.W. Coons Advisors
Ohio
$3.53M – – –
SFO
970
Stokes Family Office
Louisiana
$3.52M +$196K +656 +6%
AC
971
Abbrea Capital
California
$3.52M +$109K +365 +3%
HKIM
972
Hayek Kallen Investment Management
Alabama
$3.52M -$90.1K -302 -2%
HWA
973
Heritage Wealth Advisors
Virginia
$3.51M -$128K -428 -4%
AAM
974
Auxier Asset Management
Oregon
$3.5M -$2.69K -9 -0.1%
CWM
975
Chesapeake Wealth Management
Virginia
$3.47M -$7.46K -25 -0.2%
37 38
39
40 41