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McDonald's
MCD

Overview Fund Activity

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$410M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$376M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$270M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$3.76B
2
Barclays
Barclays
United Kingdom
-$319M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$270M
4
Capital World Investors
Capital World Investors
California
-$267M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
1176
CX Institutional
Indiana
$2.26M -$3.61M -12,807 -62%
BA
1177
Birinyi Associates
Connecticut
$2.26M -$112K -400 -5%
BDS
1178
Banco de Sabadell
Florida
$2.25M -$472K -1,690 -17%
WA1
1179
Wimmer Associates 1
California
$2.25M -$18.6K -63 -0.8%
AWP
1180
Ascent Wealth Partners
New York
$2.25M +$95.3K +341 +4%
CQS
1181
Credential Qtrade Securities
$2.24M -$5.31K -19 -0.2%
EWA
1182
Etesian Wealth Advisors
Oregon
$2.24M -$15.1K -54 -0.7%
DPIM
1183
Duff & Phelps Investment Management
Illinois
$2.23M – – –
PHS
1184
Pekin Hardy Strauss
Illinois
$2.23M +$54K +193 +2%
TWM
1185
Tradition Wealth Management
Minnesota
$2.22M +$957K +3,424 +76%
LWA
1186
Lineweaver Wealth Advisors
Ohio
$2.21M +$107K +383 +5%
KFI
1187
Key Financial Inc
Pennsylvania
$2.21M -$50.6K -181 -2%
BHA
1188
Beech Hill Advisors
New York
$2.21M -$9.79K -35 -0.4%
JPMIA
1189
J.P. Marvel Investment Advisors
Massachusetts
$2.21M – – –
AF
1190
Advisornet Financial
Minnesota
$2.2M +$56.5K +202 +3%
JAFL
1191
Jay A. Fishman Ltd
Michigan
$2.2M +$4.19K +15 +0.2%
BFPW
1192
BOK Financial Private Wealth
Colorado
$2.2M +$1.6M +5,738 +271%
JC
1193
JB Capital
Connecticut
$2.18M +$35.8K +128 +2%
CAM
1194
Cypress Asset Management
Texas
$2.18M -$9.79K -35 -0.4%
HAC
1195
Harbor Advisory Corp
New Hampshire
$2.17M -$15.1K -54 -0.7%
WP
1196
Wealthspan Partners
Iowa
$2.17M +$2.8K +10 +0.1%
PVI
1197
Pine Valley Investments
New Jersey
$2.16M +$2.16M +9,943 New
PWS
1198
Peloton Wealth Strategists
Indiana
$2.16M – – –
NFG
1199
Nadler Financial Group
Illinois
$2.16M +$31K +111 +1%
PI
1200
Pettee Investors
Connecticut
$2.15M – – –
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