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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 %
SC
1276
Stolper & Co
Oklahoma
$2.04M -$11.9K -40 -0.6%
TA
1277
Tiedemann Advisors
New York
$2.03M +$662K +2,220 +49%
MMG
1278
Monetary Management Group
Missouri
$2.02M +$29.8K +100 +2%
TBNY
1279
Trustco Bank (New York)
New York
$2M -$43.6K -146 -2%
CAI
1280
Capital Advisors Inc
Oklahoma
$2M +$185K +619 +10%
GIP
1281
Granite Investment Partners
California
$2M -$29.8K -100 -1%
APWA
1282
Atlas Private Wealth Advisors
New Jersey
$2M +$980K +3,284 +96%
PCA
1283
Pallas Capital Advisors
Massachusetts
$1.99M +$1.62M +5,511 +450%
IAS
1284
Insigneo Advisory Services
Florida
$1.98M +$829K +2,779 +72%
ATI
1285
Act Two Investors
California
$1.98M – – –
SWA
1286
SOA Wealth Advisors
New York
$1.97M -$26.6K -89 -1%
BP
1287
BBR Partners
New York
$1.97M -$11.3K -38 -0.6%
PAG
1288
Powers Advisory Group
Illinois
$1.97M -$38.2K -128 -2%
VBCG
1289
Valley Brook Capital Group
Pennsylvania
$1.97M – – –
NG
1290
Northstar Group
New York
$1.97M +$16.1K +54 +0.8%
GCA
1291
Genesee Capital Advisors
New York
$1.96M -$37.3K -125 -2%
CNC
1292
Citizens & Northern Corp
Pennsylvania
$1.96M -$28.9K -97 -1%
DRS
1293
Deane Retirement Strategies
Louisiana
$1.96M +$14K +47 +0.7%
MIM
1294
Montgomery Investment Management
Maryland
$1.96M – – –
BTWM
1295
Baker Tilly Wealth Management
Wisconsin
$1.95M -$96.1K -322 -5%
WC
1296
Westhampton Capital
North Carolina
$1.95M – – –
IWS
1297
Insight Wealth Strategies
California
$1.95M +$4.48K +15 +0.2%
CRC
1298
Curi RMB Capital
Illinois
$1.94M -$743K -2,491 -28%
MFWP
1299
Mosaic Family Wealth Partners
Missouri
$1.93M +$596 +2 +0%
HW
1300
Hancock Whitney
Mississippi
$1.93M -$50.4K -169 -3%
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