MCD icon

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 %
OIA
1226
Optimum Investment Advisors
Illinois
$2.21M -$7.46K -25 -0.3%
SWM
1227
SeaCrest Wealth Management
New York
$2.2M +$18.2K +61 +0.8%
SIA
1228
Schechter Investment Advisors
Michigan
$2.2M +$20.9K +70 +1%
BIM
1229
Baldwin Investment Management
Pennsylvania
$2.2M -$310K -1,040 -12%
PHS
1230
Pekin Hardy Strauss
Illinois
$2.19M -$185K -621 -8%
EWM
1231
EPG Wealth Management
Georgia
$2.19M +$19.7K +66 +0.9%
MJRIC
1232
Mogy Joel R Investment Counsel
California
$2.19M – – –
JMFC
1233
J.M. Forbes & Co
Massachusetts
$2.19M +$954K +3,198 +77%
ZIG
1234
Zurich Insurance Group
Switzerland
$2.18M – – –
WSTAM
1235
Wilbanks Smith & Thomas Asset Management
Virginia
$2.18M -$50.7K -170 -2%
KA
1236
Kercheville Advisors
Texas
$2.18M +$7.46K +25 +0.3%
PIP
1237
Peachtree Investment Partners
Florida
$2.18M +$146K +488 +7%
FBT
1238
First Bankers Trust
Kentucky
$2.16M -$103K -344 -5%
BDS
1239
Banco de Sabadell
Florida
$2.16M -$254K -849 -11%
WBC
1240
West Branch Capital
Massachusetts
$2.15M +$28.3K +95 +1%
AWP
1241
Ascent Wealth Partners
New York
$2.15M -$252K -844 -10%
WHG
1242
Westwood Holdings Group
Texas
$2.15M -$42.1K -141 -2%
MW
1243
Marcum Wealth
Ohio
$2.14M +$134K +449 +7%
JGIA
1244
Jackson Grant Investment Advisers
Connecticut
$2.14M -$43K -144 -2%
NFC
1245
Northeast Financial Consultants
Connecticut
$2.14M -$13.1K -44 -0.6%
PTP
1246
Platform Technology Partners
New York
$2.13M +$26.2K +89 +1%
IAIM
1247
International Assets Investment Management
Florida
$2.13M +$8.37K +79 +0.4%
IAN
1248
Integrated Advisors Network
Texas
$2.13M -$91.3K -306 -4%
LC
1249
Lavaca Capital
Texas
$2.12M -$8.1M -27,153 -79%
FBFS
1250
First Business Financial Services
Wisconsin
$2.12M -$157K -525 -7%
48 49
50
51 52