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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 %
OBWP
1001
O'Brien Wealth Partners
Massachusetts
$3.3M -$2.09K -7 -0.1%
IIC
1002
Ironwood Investment Counsel
Arizona
$3.29M -$50.4K -169 -2%
MUAMU
1003
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.28M +$597K +2,000 +22%
RIA
1004
Realta Investment Advisors
Delaware
$3.27M -$36.1K -121 -1%
HZ
1005
Hixon Zuercher
Ohio
$3.26M +$36.1K +121 +1%
QCG
1006
Quadrant Capital Group
Ohio
$3.25M -$77.3K -259 -2%
LGF
1007
LGT Group Foundation
Liechtenstein
$3.25M -$520K -1,743 -14%
SLA
1008
Silver Lake Advisory
Utah
$3.25M -$74K -248 -2%
EFS
1009
Essex Financial Services
Connecticut
$3.24M -$310K -1,038 -9%
DGAM
1010
Desjardins Global Asset Management
Quebec, Canada
$3.24M +$582K +1,952 +22%
WAAG
1011
Wealth Alliance Advisory Group
Kansas
$3.2M -$4.78K -16 -0.1%
AIC
1012
Argus Investors Counsel
New York
$3.19M +$35.5K +119 +1%
FNBOMD
1013
First National Bank of Mount Dora
Florida
$3.19M -$1.1M -3,677 -26%
DI
1014
DFPG Investments
Utah
$3.18M +$312K +1,062 +11%
KJWM
1015
Kiley Juergens Wealth Management
Washington
$3.16M -$20.6K -69 -0.6%
HIC
1016
Holderness Investments Company
North Carolina
$3.16M +$78.8K +264 +3%
CIA
1017
Citadel Investment Advisory
Ohio
$3.15M – – –
RPWA
1018
Regent Peak Wealth Advisors
Georgia
$3.15M -$318K -1,067 -9%
JCM
1019
Janney Capital Management
Pennsylvania
$3.15M +$225K +753 +8%
JIC
1020
Joel Isaacson & Co
New York
$3.12M +$8.65K +29 +0.3%
GL
1021
Graypoint LLC
New York
$3.12M -$84.1K -282 -3%
DEA
1022
DoubleLine ETF Adviser
Florida
$3.11M -$674K -2,258 -18%
P
1023
Pitcairn
Pennsylvania
$3.1M -$481K -1,612 -13%
ADIM
1024
Alpha DNA Investment Management
Maryland
$3.1M -$1.35M -4,520 -30%
IGGA
1025
Iron Gate Global Advisors
Utah
$3.1M -$92.8K -311 -3%
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