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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 %
CII
1326
Capital International Inc
California
$1.85M +$365K +1,224 +25%
HSWM
1327
Hubbell Strickland Wealth Management
Louisiana
$1.85M – – –
FIM
1328
Fernwood Investment Management
Massachusetts
$1.85M +$18.2K +61 +1%
RCM
1329
RB Capital Management
Nevada
$1.84M -$112K -377 -6%
ClearBridge Investments
1330
ClearBridge Investments
New York
$1.84M -$351K -1,176 -16%
EW
1331
Evoke Wealth
California
$1.84M -$38.8M -130,109 -95%
PFM
1332
Patton Fund Management
Texas
$1.84M -$118K -395 -6%
SFI
1333
Siemens Fonds Invest
Germany
$1.84M +$20.2K +68 +1%
AWP
1334
Accretive Wealth Partners
New Jersey
$1.83M +$27.8K +93 +2%
LFG
1335
Larson Financial Group
Missouri
$1.82M +$1.64M +5,489 +888%
PWG
1336
Portside Wealth Group
Utah
$1.82M +$1.82M +6,106 New
PA
1337
Probity Advisors
Texas
$1.82M +$1.82M +6,105 New
LCM
1338
Leisure Capital Management
California
$1.82M -$23.9K -80 -1%
GWA
1339
GGM Wealth Advisors
Maryland
$1.82M +$1.82M +6,159 New
BFA
1340
Buttonwood Financial Advisors
Maryland
$1.81M +$102K +342 +6%
ESB
1341
Essex Savings Bank
Connecticut
$1.81M -$275K -923 -13%
ILI
1342
Invesco LLC (Illinois)
Illinois
$1.81M +$1.81M +6,065 New
PFGIA
1343
Patriot Financial Group Insurance Agency
Massachusetts
$1.8M +$99.7K +334 +6%
WCM
1344
Windsor Capital Management
Arizona
$1.8M -$9.85K -33 -0.5%
OPW
1345
Oxler Private Wealth
New York
$1.8M +$24.5K +82 +1%
BFIC
1346
Bedell Frazier Investment Counselling
California
$1.8M -$377K -1,263 -17%
AWM
1347
Aries Wealth Management
Maine
$1.79M -$50.1K -168 -3%
BHIA
1348
Birch Hill Investment Advisors
Massachusetts
$1.79M -$37.3K -125 -2%
SC
1349
Schulhoff & Co
Ohio
$1.79M -$62.1K -208 -3%
MC
1350
Martin & Co
Tennessee
$1.79M -$74K -248 -4%
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