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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 %
FMAEN1
1076
Fund Management at Engine No 1
California
$2.84M +$186K +622 +7%
GSB
1077
Greenfield Savings Bank
Massachusetts
$2.83M +$35.8K +120 +1%
QI
1078
Qtron Investments
Massachusetts
$2.82M +$151K +505 +6%
RWM
1079
RKL Wealth Management
Pennsylvania
$2.81M -$92.5K -310 -3%
CI
1080
Centerstone Investors
New York
$2.8M – – –
Verition Fund Management
1081
Verition Fund Management
Connecticut
$2.8M +$1.27M +4,265 +83%
LA
1082
Legacy Advisors
Pennsylvania
$2.8M +$2.4M +8,051 +606%
JHCP
1083
Jackson Hole Capital Partners
Oklahoma
$2.8M -$287K -961 -9%
BBWA
1084
Bell & Brown Wealth Advisors
California
$2.79M -$43K -144 -2%
LWM
1085
Laidlaw Wealth Management
New York
$2.79M -$31.9K -107 -1%
AWAU
1086
Alliance Wealth Advisors (Utah)
Utah
$2.79M +$40.9K +137 +1%
KFP
1087
Keystone Financial Planning
Ohio
$2.79M -$5.97K -20 -0.2%
NF
1088
Nikulski Financial
Iowa
$2.78M +$90.4K +303 +3%
GAM
1089
Griffin Asset Management
New York
$2.77M -$41.8K -140 -1%
AO
1090
Advisor OS
Illinois
$2.77M -$494K -1,657 -15%
PP
1091
Patten & Patten
Tennessee
$2.76M +$63.6K +213 +2%
CIA
1092
Cohen Investment Advisors
New Hampshire
$2.76M -$241K -806 -8%
SDWIA
1093
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.76M -$67.7K -227 -2%
RCG
1094
Regatta Capital Group
California
$2.74M -$19.4K -65 -0.7%
FMWA
1095
Forvis Mazars Wealth Advisors
Missouri
$2.74M -$215K -719 -7%
VanEck Associates
1096
VanEck Associates
New York
$2.74M -$13.7K -46 -0.5%
HWM
1097
Hohimer Wealth Management
Washington
$2.74M – – –
MA
1098
Modus Advisors
Minnesota
$2.73M +$107K +357 +4%
IIA
1099
ICW Investment Advisors
Arizona
$2.73M +$30.1K +101 +1%
PI
1100
PFS Investments
Georgia
$2.73M +$149K +499 +6%
42 43
44
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