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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 %
NB
1151
Nicolet Bankshares
Wisconsin
$2.52M +$377K +1,524 +18%
CIAS
1152
CFS Investment Advisory Services
New Jersey
$2.52M +$2.52M +8,432 New
TAM
1153
Trust Asset Management
Texas
$2.51M – – –
CC
1154
Cypress Capital
Tennessee
$2.5M +$2.5M +8,386 New
CIS
1155
Capital International Sarl
California
$2.5M +$312K +1,047 +14%
AIS
1156
AM Investment Strategies
Tennessee
$2.5M +$4.48K +15 +0.2%
WAP
1157
Wealthcare Advisory Partners
Pennsylvania
$2.5M +$30.4K +102 +1%
SFP
1158
Sweet Financial Partners
Minnesota
$2.49M +$414K +1,387 +20%
CPSC
1159
Carl P. Sherr & Co
Massachusetts
$2.48M +$11.6K +39 +0.5%
BBNA
1160
Bremer Bank National Association
Minnesota
$2.48M -$26.3K -88 -1%
RA
1161
Rational Advisors
New York
$2.48M +$922K +3,090 +59%
FMB
1162
Field & Main Bank
Kentucky
$2.47M -$28.6K -96 -1%
WCA
1163
Westover Capital Advisors
Delaware
$2.47M -$59.7K -200 -2%
MCWS
1164
McKinley Carter Wealth Services
West Virginia
$2.47M -$155K -520 -6%
GWM
1165
GSB Wealth Management
Connecticut
$2.47M +$38.2K +128 +2%
LAIC
1166
Lederer & Associates Investment Counsel
California
$2.46M -$59.7K -200 -2%
SFG
1167
StrategIQ Financial Group
Indiana
$2.45M -$3.58K -12 -0.1%
RCAG
1168
Rehmann Capital Advisory Group
Michigan
$2.45M +$158K +529 +7%
B
1169
Barings
North Carolina
$2.44M -$108K -362 -4%
IIM
1170
Ipswich Investment Management
Massachusetts
$2.44M – – –
HAC
1171
Harbor Advisory Corp
New Hampshire
$2.43M +$122K +410 +5%
TWM
1172
Tradition Wealth Management
Minnesota
$2.43M +$62.1K +208 +3%
FIA
1173
Foundations Investment Advisors
Arizona
$2.41M +$569K +1,908 +31%
LRPA
1174
L. Roy Papp & Associates
Arizona
$2.41M -$597 -2 -0%
TAM
1175
Tealwood Asset Management
Minnesota
$2.41M -$564K -1,891 -19%
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