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McDonald's
MCD

Overview Fund Activity

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$410M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$376M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$270M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$239M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$3.76B
2
Barclays
Barclays
United Kingdom
-$319M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$270M
4
Capital World Investors
Capital World Investors
California
-$267M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
1376
Delta Financial Advisors
Louisiana
$1.53M – – –
BCP
1377
Berkeley Capital Partners
Georgia
$1.53M +$69.6K +249 +5%
HCM
1378
Highview Capital Management
Illinois
$1.53M +$28.2K +101 +2%
TA
1379
TruWealth Advisors
Louisiana
$1.53M +$46.7K +167 +3%
NERM
1380
New England Research & Management
Illinois
$1.52M +$203K +725 +15%
PGAM
1381
Princeton Global Asset Management
New Jersey
$1.52M +$51.7K +185 +4%
MCM
1382
Monument Capital Management
Virginia
$1.51M +$492K +1,761 +48%
1WM
1383
1900 Wealth Management
Texas
$1.51M +$98K +370 +7%
AAS
1384
Ameritas Advisory Services
Nebraska
$1.51M -$688K -2,428 -31%
Voloridge Investment Management
1385
Voloridge Investment Management
Florida
$1.51M -$69.4M -248,268 -98%
EAMA
1386
EFG Asset Management (Americas)
Florida
$1.51M +$1.12K +4 +0.1%
HWA
1387
HCR Wealth Advisors
California
$1.5M +$1.96K +7 +0.1%
TPCW
1388
TD Private Client Wealth
New York
$1.5M +$3.64K +13 +0.2%
CPIA
1389
Cornell Pochily Investment Advisors
New York
$1.5M – – –
CFMC
1390
Curbstone Financial Management Corp
New Hampshire
$1.5M -$28K -100 -2%
HVM
1391
Harvest Volatility Management
Connecticut
$1.5M +$88.6K +319 +6%
CICI
1392
Capital Investment Counsel Inc
North Carolina
$1.49M – – –
WTB
1393
Washington Trust Bank
Washington
$1.49M -$753K -2,693 -34%
BHIC
1394
Bassett Hargrove Investment Counsel
Delaware
$1.49M +$839 +3 +0.1%
MFC
1395
Mechanics Financial Corp
Ohio
$1.49M – – –
CCMW
1396
Cypress Capital Management (Wyoming)
Wyoming
$1.48M -$12.9K -46 -0.9%
WFM
1397
Wolff Financial Management
Michigan
$1.47M +$280 +1 +0%
CG
1398
Corundum Group
Colorado
$1.47M +$538K +1,924 +58%
NSAM
1399
North Star Asset Management
Wisconsin
$1.47M -$30.2K -108 -2%
SAM
1400
Secure Asset Management
Michigan
$1.46M +$64.3K +230 +5%
54 55
56
57 58