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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 %
Dodge & Cox
1251
Dodge & Cox
California
$2.12M -$89.5K -300 -4%
SJIM
1252
St. Johns Investment Management
Florida
$2.12M +$85K +285 +4%
CI
1253
Cavalier Investments
Georgia
$2.12M +$2.12M +7,097 New
IAMOG
1254
Investors Asset Management of Georgia
Georgia
$2.11M -$7.16K -24 -0.3%
PFA
1255
Peak Financial Advisors
Colorado
$2.11M +$99.1K +332 +5%
BONH
1256
Bank of New Hampshire
New Hampshire
$2.1M – – –
V
1257
VeraBank
Texas
$2.1M – – –
T
1258
TRUADVICE
Florida
$2.09M +$1.42M +4,921 +209%
HCM
1259
Highlander Capital Management
New Jersey
$2.09M -$59.4K -199 -3%
AAM
1260
AR Asset Management
California
$2.09M – – –
BIAS
1261
Beacon Investment Advisory Services
New Jersey
$2.09M -$175K -585 -8%
XF
1262
XML Financial
Maryland
$2.09M -$9.25K -31 -0.4%
ATWA
1263
Arbor Trust Wealth Advisors
Michigan
$2.08M -$597 -2 -0%
OAJ
1264
Ogorek Anthony Joseph
New York
$2.08M -$472K -1,583 -19%
PBC
1265
Pavion Blue Capital
California
$2.08M +$354K +1,186 +21%
EWM
1266
Evermay Wealth Management
Virginia
$2.07M -$52.2K -175 -2%
CASB
1267
Cape Ann Savings Bank
Massachusetts
$2.07M -$112K -376 -5%
ESBC
1268
E.S. Barr & Co
Kentucky
$2.07M +$4.78K +16 +0.2%
HAS
1269
HBW Advisory Services
California
$2.06M +$6.86K +23 +0.3%
HH
1270
Hilltop Holdings
Texas
$2.05M -$909K -3,045 -31%
AF
1271
Affiance Financial
Minnesota
$2.05M +$94.6K +317 +5%
TWM
1272
TriaGen Wealth Management
California
$2.05M -$1.5M -5,014 -42%
SW
1273
SkyOak Wealth
Michigan
$2.05M +$21.8K +73 +1%
SFM
1274
Signet Financial Management
New Jersey
$2.04M -$78.2K -262 -4%
BFPW
1275
BOK Financial Private Wealth
Colorado
$2.04M -$300K -1,007 -13%
49 50
51
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