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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 %
OSNBOA
976
Old Second National Bank of Aurora
Illinois
$3.45M -$222K -745 -6%
RCA
977
Resonant Capital Advisors
Wisconsin
$3.45M -$77.3K -259 -2%
LKIM
978
Lawson Kroeker Investment Management
Nebraska
$3.45M -$49.2K -165 -1%
CSUI
979
Cincinnati Specialty Underwriters Insurance
Ohio
$3.43M – – –
JAG
980
Journey Advisory Group
Kentucky
$3.42M +$348K +1,165 +11%
FAM
981
Fred Alger Management
New York
$3.42M – – –
CT
982
Chicago Trust
Illinois
$3.42M +$195K +655 +6%
EH
983
Equitable Holdings
New York
$3.42M +$484K +1,623 +17%
BDA
984
Borer Denton & Associates
Pennsylvania
$3.41M – – –
SL
985
Salomon & Ludwin
Virginia
$3.41M +$2.98K +10 +0.1%
ECM
986
Exchange Capital Management
Michigan
$3.4M -$25.4K -85 -0.7%
AF
987
Arrow Financial
New York
$3.37M -$122K -409 -3%
DA
988
Dillon & Associates
Michigan
$3.37M -$205K -689 -6%
IB
989
Intrust Bank
Kansas
$3.36M +$9.55K +32 +0.3%
IC
990
Inscription Capital
Texas
$3.35M -$83.9K -281 -2%
WANY
991
Wealthspire Advisors (New York)
New York
$3.34M -$184K -615 -5%
CSPIA
992
Cary Street Partners Investment Advisory
Virginia
$3.34M +$228K +765 +7%
FCMT
993
Founders Capital Management (Texas)
Texas
$3.34M +$298 +1 +0%
EWM
994
Empirical Wealth Management
Washington
$3.32M -$35.8K -120 -1%
CAM
995
CPA Asset Management
Florida
$3.31M – – –
VNA
996
Valley National Advisers
Pennsylvania
$3.31M -$136K -454 -4%
FUBT
997
First United Bank & Trust
Maryland
$3.31M -$34.6K -116 -1%
CC
998
Courier Capital
New York
$3.31M +$411K +1,378 +14%
OHWP
999
Oak Harbor Wealth Partners
North Carolina
$3.3M – – –
CWS
1000
Confluence Wealth Services
Pennsylvania
$3.3M -$1.79K -6 -0.1%
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