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McDonald's
MCD

Overview Fund Activity

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$410M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$376M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$270M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$3.76B
2
Barclays
Barclays
United Kingdom
-$319M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$270M
4
Capital World Investors
Capital World Investors
California
-$267M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
1001
Oak Harbor Wealth Partners
North Carolina
$3.09M -$407K -1,455 -12%
CWS
1002
Confluence Wealth Services
Pennsylvania
$3.09M +$147K +526 +5%
OBWP
1003
O'Brien Wealth Partners
Massachusetts
$3.09M -$52.8K -189 -2%
GWM
1004
Geneos Wealth Management
Colorado
$3.06M +$85.6K +306 +3%
AO
1005
Advisor OS
Illinois
$3.06M -$73.8K -264 -2%
HZ
1006
Hixon Zuercher
Ohio
$3.02M -$69.1K -247 -2%
CT
1007
Chicago Trust
Illinois
$3.02M -$911K -3,257 -23%
Credit Agricole
1008
Credit Agricole
France
$3.01M -$275K -985 -8%
MHS
1009
M Holdings Securities
Oregon
$3M -$148K -529 -5%
WAAG
1010
Wealth Alliance Advisory Group
Kansas
$3M -$21.5K -77 -0.7%
RA
1011
RFG Advisory
Alabama
$3M +$391K +1,400 +15%
AIM
1012
Anchor Investment Management
South Carolina
$3M +$127K +454 +4%
GL
1013
Graypoint LLC
New York
$3M -$306K -1,093 -9%
CTI
1014
Community Trust & Investment
Kentucky
$2.99M +$105K +374 +4%
IGGA
1015
Iron Gate Global Advisors
Utah
$2.99M -$14.8K -53 -0.5%
KJWM
1016
Kiley Juergens Wealth Management
Washington
$2.98M +$2.98M +10,675 New
AIC
1017
Argus Investors Counsel
New York
$2.96M -$280 -1 -0%
CIA
1018
Citadel Investment Advisory
Ohio
$2.96M – – –
LIA
1019
LS Investment Advisors
Michigan
$2.95M +$1.95M +6,990 +196%
BB
1020
Berkshire Bank
Massachusetts
$2.92M -$15.4K -55 -0.5%
JIC
1021
Joel Isaacson & Co
New York
$2.91M +$20.4K +73 +0.7%
CSPIA
1022
Cary Street Partners Investment Advisory
Virginia
$2.91M -$132K -472 -4%
HIC
1023
Holderness Investments Company
North Carolina
$2.89M -$49.5K -177 -2%
HAIM
1024
Hunter Associates Investment Management
Pennsylvania
$2.89M -$19.3K -69 -0.7%
JAG
1025
Journey Advisory Group
Kentucky
$2.88M +$759K +2,715 +36%
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