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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 %
ST
1201
Sentinel Trust
Texas
$2.15M +$2.15M +7,699 New
MPPW
1202
Mitchell & Pahl Private Wealth
Oklahoma
$2.15M +$49.5K +177 +2%
AWAG
1203
ARS Wealth Advisors Group
Florida
$2.15M -$72.1K -258 -3%
RCAG
1204
Rehmann Capital Advisory Group
Michigan
$2.14M +$1.96K +7 +0.1%
DAM
1205
Delta Asset Management
Tennessee
$2.14M +$52K +186 +2%
RSVP
1206
Ramsay Stattman Vela & Price
Colorado
$2.14M +$14K +50 +0.7%
BW
1207
Bison Wealth
Georgia
$2.14M -$93.4K -317 -4%
FBFS
1208
First Business Financial Services
Wisconsin
$2.14M – – –
KNW
1209
Kesler Norman & Wride
Utah
$2.13M +$98.7K +353 +5%
MYLI
1210
Meiji Yasuda Life Insurance
Japan
$2.13M +$26K +93 +1%
CS
1211
Comerica Securities
Michigan
$2.13M +$220K +788 +12%
AFM
1212
Abbot Financial Management
Massachusetts
$2.13M +$32.4K +116 +2%
FBT
1213
First Bankers Trust
Kentucky
$2.12M +$10.3K +37 +0.5%
BIAS
1214
Beacon Investment Advisory Services
New Jersey
$2.12M -$11.2K -40 -0.5%
BKA
1215
Brick & Kyle Associates
Pennsylvania
$2.11M -$81.7K -292 -4%
CCA
1216
Cobblestone Capital Advisors
New York
$2.1M -$305K -1,091 -13%
MSFS
1217
Main Street Financial Solutions
Pennsylvania
$2.1M +$46.5K +166 +2%
WSTAM
1218
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M +$73K +261 +4%
MCM
1219
Manchester Capital Management
Vermont
$2.09M – – –
BCMO
1220
Buckingham Capital Management (Ohio)
Ohio
$2.08M +$60.1K +215 +3%
SFP
1221
Shepherd Financial Partners
Massachusetts
$2.08M -$3.36K -12 -0.2%
IAN
1222
Integrated Advisors Network
Texas
$2.08M -$3.56M -12,725 -63%
OIA
1223
Optimum Investment Advisors
Illinois
$2.08M -$154K -550 -7%
Dodge & Cox
1224
Dodge & Cox
California
$2.07M -$14K -50 -0.7%
ClearBridge Investments
1225
ClearBridge Investments
New York
$2.05M +$267K +954 +15%
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