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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 %
AFP
1101
Ausdal Financial Partners
Iowa
$2.71M -$45.7K -153 -2%
PL
1102
Plancorp LLC
Missouri
$2.7M +$118K +396 +5%
TW
1103
TrinityPoint Wealth
Connecticut
$2.69M +$80K +268 +3%
GLR
1104
Great Lakes Retirement
Ohio
$2.68M +$9.85K +33 +0.4%
FCA
1105
Fortis Capital Advisors
Kansas
$2.68M +$177K +592 +7%
GSEP
1106
Golden State Equity Partners
California
$2.68M +$696K +2,334 +35%
BONST
1107
Bank of Nova Scotia Trust
Ontario, Canada
$2.67M +$870K +2,916 +48%
FAIM
1108
Financial Advocates Investment Management
Washington
$2.67M +$113K +378 +4%
CCM
1109
Cullen Capital Management
New York
$2.67M +$5.37K +18 +0.2%
BW
1110
Bison Wealth
Georgia
$2.66M +$500K +1,677 +23%
TVWM
1111
Tower View Wealth Management
Wisconsin
$2.66M -$97.3K -326 -4%
RCWM
1112
Royal Capital Wealth Management
Indiana
$2.66M -$895 -3 -0%
MLM
1113
Mount Lucas Management
Pennsylvania
$2.66M +$2.66M +8,919 New
PCA
1114
Peddock Capital Advisors
Massachusetts
$2.66M +$5.37K +18 +0.2%
BOPW
1115
Brandywine Oak Private Wealth
Pennsylvania
$2.66M -$77K -258 -3%
WGAM
1116
Wilkinson Global Asset Management
New York
$2.66M -$2.98K -10 -0.1%
GC
1117
Gratus Capital
Georgia
$2.66M +$71.6K +240 +3%
CAM
1118
Centre Asset Management
New York
$2.65M +$2.65M +8,870 New
PIM
1119
Penobscot Investment Management
Massachusetts
$2.64M – – –
AAIM
1120
Asset Advisors Investment Management
Georgia
$2.64M -$29.8K -100 -1%
FB
1121
Fulton Bank
Pennsylvania
$2.64M +$90.7K +304 +4%
CBT
1122
Central Bank & Trust
Kentucky
$2.63M -$56.1K -188 -2%
CI
1123
Cigna Investments
Connecticut
$2.63M -$36.4K -122 -1%
CFA
1124
CWS Financial Advisors
Michigan
$2.63M +$204K +684 +8%
KTM
1125
Keeler Thomas Management
Utah
$2.63M -$40.3K -135 -2%
43 44
45
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