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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 %
RG
1201
Richelieu Gestion
France
$2.3M -$277K -927 -11%
ST
1202
Sentinel Trust
Texas
$2.3M – – –
AF
1203
Advisornet Financial
Minnesota
$2.3M -$51.3K -172 -2%
JC
1204
JB Capital
Connecticut
$2.3M -$32.5K -109 -1%
CQS
1205
Credential Qtrade Securities
$2.29M -$99.1K -332 -4%
RSVP
1206
Ramsay Stattman Vela & Price
Colorado
$2.29M +$10.4K +35 +0.5%
PWS
1207
Peloton Wealth Strategists
Indiana
$2.29M -$10.4K -35 -0.5%
KNW
1208
Kesler Norman & Wride
Utah
$2.29M +$8.66K +29 +0.4%
LC
1209
Lindbrook Capital
California
$2.29M +$341K +1,144 +18%
APGDR
1210
Absoluto Partners Gestao de Recursos
Brazil
$2.28M -$718K -2,407 -24%
SFP
1211
Shepherd Financial Partners
Massachusetts
$2.27M +$50.1K +168 +2%
AMI
1212
Amica Mutual Insurance
Rhode Island
$2.27M -$197K -661 -8%
MYLI
1213
Meiji Yasuda Life Insurance
Japan
$2.27M -$11K -37 -0.5%
WA1
1214
Wimmer Associates 1
California
$2.27M -$4.48K -15 -0.2%
BCMO
1215
Buckingham Capital Management (Ohio)
Ohio
$2.26M +$44.2K +148 +2%
CCA
1216
Cobblestone Capital Advisors
New York
$2.25M +$6.57K +22 +0.3%
AFM
1217
Abbot Financial Management
Massachusetts
$2.25M -$23.9K -80 -1%
AWE
1218
Avidian Wealth Enterprises
Texas
$2.25M -$1.33M -4,454 -37%
CAM
1219
Cypress Asset Management
Texas
$2.24M -$79.1K -265 -3%
MWM
1220
Meridian Wealth Management
Kentucky
$2.24M -$264K -886 -11%
BKA
1221
Brick & Kyle Associates
Pennsylvania
$2.24M +$297 +1 +0%
MCM
1222
Manchester Capital Management
Vermont
$2.23M +$895 +3 +0%
GFPC
1223
Global Financial Private Client
Florida
$2.22M -$194K -657 -8%
MSFS
1224
Main Street Financial Solutions
Pennsylvania
$2.21M -$26.3K -88 -1%
AGA
1225
Accuvest Global Advisors
Utah
$2.21M +$720K +2,413 +48%
47 48
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