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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 %
PMEF
1126
Point72 Middle East FZE
United Arab Emirates
$2.63M -$2.76M -9,256 -51%
EHWM
1127
Eads & Heald Wealth Management
Georgia
$2.61M -$189K -634 -7%
MFGM
1128
Marshall Financial Group (Maryland)
Maryland
$2.61M +$15.2K +51 +0.6%
CWM
1129
Cornerstone Wealth Management
Missouri
$2.6M +$1.04M +3,486 +67%
SCI
1130
S&CO Inc
Massachusetts
$2.6M – – –
JE
1131
JMAC Enterprises
Pennsylvania
$2.6M -$33.7K -113 -1%
DAM
1132
Diamant Asset Management
Connecticut
$2.59M -$19.4K -65 -0.7%
MOS
1133
MGO One Seven
Ohio
$2.59M -$346K -1,160 -12%
SCM
1134
Shelton Capital Management
Colorado
$2.59M -$1.27M -4,266 -33%
CAM
1135
Cozad Asset Management
Illinois
$2.58M – – –
CA
1136
CGN Advisors
Kansas
$2.58M +$136K +457 +6%
BHC
1137
Bowen Hanes & Co
Florida
$2.58M -$895 -3 -0%
JWM
1138
JGP Wealth Management
Oregon
$2.57M +$61.8K +207 +2%
RMAM
1139
Raab & Moskowitz Asset Management
New Jersey
$2.56M +$116K +388 +5%
SS
1140
Sunbelt Securities
Texas
$2.56M +$81.2K +272 +3%
CGL
1141
Clarius Group LLC
Washington
$2.56M +$4.48K +15 +0.2%
FG
1142
Fiduciary Group
Georgia
$2.56M -$30.1K -101 -1%
CBT
1143
CoreFirst Bank & Trust
Kansas
$2.56M -$38.2K -128 -1%
PMG
1144
ProVise Management Group
Florida
$2.54M -$246K -826 -9%
FM
1145
Foster & Motley
Ohio
$2.54M -$115K -385 -4%
PA
1146
PFW Advisors
Georgia
$2.54M +$2.54M +8,801 New
CCP
1147
Clough Capital Partners
Massachusetts
$2.54M – – –
SW
1148
SlateStone Wealth
Florida
$2.54M -$50.1K -168 -2%
SCM
1149
SOL Capital Management
Maryland
$2.52M -$34.3K -115 -1%
KFGK
1150
Keystone Financial Group (Kentucky)
Kentucky
$2.52M +$2.52M +8,441 New
44 45
46
47 48