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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 %
AWAG
1176
ARS Wealth Advisors Group
Florida
$2.41M +$118K +394 +5%
PA
1177
Procyon Advisors
Connecticut
$2.41M -$88.9K -298 -4%
EWA
1178
Etesian Wealth Advisors
Oregon
$2.41M +$20.9K +70 +0.9%
AWA
1179
Arkadios Wealth Advisors
Georgia
$2.41M -$13.7K -46 -0.6%
LWA
1180
Lineweaver Wealth Advisors
Ohio
$2.4M +$44.8K +150 +2%
AT
1181
American Trust
Kentucky
$2.39M -$28.6K -96 -1%
FTC
1182
Farmers Trust Company
Ohio
$2.39M -$88.9K -298 -4%
CWM
1183
Calamos Wealth Management
Illinois
$2.39M -$105K -351 -4%
CB
1184
CNB Bank
Pennsylvania
$2.39M -$289K -968 -11%
KFI
1185
Key Financial Inc
Pennsylvania
$2.39M +$28.1K +94 +1%
DPIM
1186
Duff & Phelps Investment Management
Illinois
$2.38M – – –
BA
1187
Birinyi Associates
Connecticut
$2.38M -$29.5K -99 -1%
DAM
1188
Delta Asset Management
Tennessee
$2.37M +$84.4K +283 +4%
CI
1189
CX Institutional
Indiana
$2.37M -$18.8K -63 -0.8%
TFA
1190
Transamerica Financial Advisors
Florida
$2.36M -$490K -1,641 -17%
SG
1191
StoneX Group
New York
$2.36M -$91.6K -307 -4%
JPMIA
1192
J.P. Marvel Investment Advisors
Massachusetts
$2.35M – – –
JAFL
1193
Jay A. Fishman Ltd
Michigan
$2.35M – – –
CS
1194
Comerica Securities
Michigan
$2.34M +$68.6K +230 +3%
MPPW
1195
Mitchell & Pahl Private Wealth
Oklahoma
$2.33M +$36.4K +122 +2%
OF
1196
Outfitter Financial
Maine
$2.33M -$93.1K -312 -4%
UCB
1197
United Community Bank
South Carolina
$2.32M +$249K +834 +12%
WP
1198
Wealthspan Partners
Iowa
$2.3M -$10.1K -34 -0.4%
PI
1199
Pettee Investors
Connecticut
$2.3M – – –
BHA
1200
Beech Hill Advisors
New York
$2.3M -$55.2K -185 -2%
46 47
48
49 50