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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 %
HVIA
1051
Hudson Valley Investment Advisors
New York
$2.96M -$28.9K -97 -1%
NFG
1052
Nations Financial Group
Iowa
$2.96M +$68K +228 +2%
NWM
1053
Northcape Wealth Management
New York
$2.95M -$525K -1,758 -15%
CIAS
1054
Capital Investment Advisory Services
North Carolina
$2.95M -$70.7K -237 -2%
SF
1055
Summit Financial
New Jersey
$2.94M +$761K +2,551 +35%
ACA
1056
Affinity Capital Advisors
California
$2.94M +$8.06K +27 +0.3%
PF
1057
Phoenix Financial
Israel
$2.94M +$505K +1,691 +21%
FSCM
1058
Front Street Capital Management
Montana
$2.94M -$57.6K -193 -2%
GLA
1059
Good Life Advisors
Pennsylvania
$2.93M +$4.48K +15 +0.2%
CHA
1060
Carmichael Hill & Associates
Maryland
$2.92M +$35.5K +119 +1%
FFM
1061
Forum Financial Management
Illinois
$2.91M +$326K +1,094 +13%
BSB
1062
Bangor Savings Bank
Maine
$2.91M +$105K +353 +4%
WA
1063
Wambolt & Associates
Colorado
$2.9M +$71.9K +241 +3%
CCA
1064
Checchi Capital Advisers
California
$2.9M -$11.9K -40 -0.4%
KCPG
1065
Kavar Capital Partners Group
Kansas
$2.89M +$2.98K +10 +0.1%
HWAM
1066
Hennion & Walsh Asset Management
New Jersey
$2.89M +$85.9K +288 +3%
CC
1067
Chicago Capital
Illinois
$2.89M +$12.8K +43 +0.4%
LFS
1068
Legacy Financial Strategies
Kansas
$2.87M +$258K +865 +10%
RCM
1069
RNC Capital Management
California
$2.87M -$38.5K -129 -1%
HI
1070
Horizon Investments
North Carolina
$2.86M +$275K +920 +11%
VIA
1071
Vident Investment Advisory
Georgia
$2.86M -$1.53M -5,126 -35%
CCB
1072
Country Club Bank
Missouri
$2.86M -$6.48K -22 -0.2%
HCM
1073
Howland Capital Management
Massachusetts
$2.85M +$9.85K +33 +0.3%
WFS
1074
Widmann Financial Services
Maryland
$2.84M +$10.4K +35 +0.4%
BTI
1075
Blue Trust Inc
Georgia
$2.84M -$751K -2,686 -21%
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43
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