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 %
BB
1026
Berkshire Bank
Massachusetts
$3.09M -$22.1K -74 -0.7%
HAIM
1027
Hunter Associates Investment Management
Pennsylvania
$3.09M +$10.7K +36 +0.3%
BL
1028
BFSG LLC
California
$3.09M +$106K +355 +4%
GCM
1029
Graham Capital Management
Connecticut
$3.08M +$3.08M +10,316 New
GIS
1030
Graphene Investments SAS
France
$3.07M -$537K -1,800 -15%
S
1031
SimplyRich
California
$3.07M +$597 +2 +0%
CTI
1032
Community Trust & Investment
Kentucky
$3.06M -$140K -468 -4%
PRS
1033
Pinkerton Retirement Specialists
Idaho
$3.05M +$34.9K +117 +1%
CW
1034
CreativeOne Wealth
Kansas
$3.05M -$2.49M -8,333 -45%
RA
1035
RFG Advisory
Alabama
$3.04M -$160K -537 -5%
SIC
1036
Shoker Investment Counsel
Ohio
$3.03M +$6.57K +22 +0.2%
ECG
1037
Edge Capital Group
Georgia
$3.03M +$104K +350 +4%
CAG
1038
Csenge Advisory Group
Florida
$3.03M +$17.3K +58 +0.6%
ANTB
1039
AMG National Trust Bank
Colorado
$3.03M -$28.3K -95 -0.9%
MSA
1040
Marino Stram & Associates
Massachusetts
$3.03M +$60.3K +202 +2%
SIC
1041
SJS Investment Consulting
Ohio
$3.01M -$22.4K -75 -0.7%
TWM
1042
TLW Wealth Management
Florida
$3M -$29.8K -100 -1%
ACM
1043
Alta Capital Management
Utah
$3M -$23K -77 -0.8%
HEIP
1044
Hudson Edge Investment Partners
New Jersey
$2.99M -$10.4K -35 -0.3%
M1FG
1045
Mach-1 Financial Group
Arkansas
$2.99M +$2.82M +9,461 +1,723%
PMFA
1046
Plante Moran Financial Advisors
Michigan
$2.99M +$79.7K +267 +3%
GDP
1047
Great Diamond Partners
Maine
$2.98M -$21.5K -72 -0.7%
OCM
1048
Olstein Capital Management
New York
$2.98M – – –
CNBTD
1049
Citizens National Bank Trust Department
Mississippi
$2.98M – – –
SXL
1050
Summit X LLC
Missouri
$2.97M +$4.78K +16 +0.2%
40 41
42
43 44