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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 %
ITIM
1426
Indiana Trust & Investment Management
Indiana
$1.57M -$124K -417 -7%
GWI
1427
Grace & White Inc
New York
$1.57M +$1.04M +3,500 +200%
HI
1428
HBK Investments
Texas
$1.57M +$1.57M +5,246 New
PB
1429
Pinnacle Bancorp
Nebraska
$1.56M +$11K +37 +0.7%
FPAS
1430
Focus Partners Advisor Solutions
Missouri
$1.56M +$407K +1,363 +35%
WPC
1431
Wedmont Private Capital
Pennsylvania
$1.55M +$235K +798 +18%
RAM
1432
Roanoke Asset Management
New Jersey
$1.55M – – –
MLA
1433
My Legacy Advisors
Oregon
$1.55M +$149K +506 +11%
BFC
1434
Bedel Financial Consulting
Indiana
$1.55M +$17.3K +58 +1%
SIM
1435
Sentry Investment Management
Wisconsin
$1.55M – – –
EP
1436
Eudaimonia Partners
Tennessee
$1.54M +$605K +2,028 +64%
Members Trust
1437
Members Trust
Florida
$1.54M +$1.54M +5,162 New
CFMC
1438
Curbstone Financial Management Corp
New Hampshire
$1.54M -$59.7K -200 -4%
SEP
1439
Southland Equity Partners
Missouri
$1.53M +$754K +2,527 +97%
CPIA
1440
Cornell Pochily Investment Advisors
New York
$1.53M -$66K -221 -4%
PP
1441
Patron Partners
Texas
$1.53M +$36.4K +122 +2%
SEM
1442
Suncoast Equity Management
Florida
$1.53M +$24.5K +82 +2%
HWA
1443
HCR Wealth Advisors
California
$1.52M -$80.9K -271 -5%
CCMW
1444
Cypress Capital Management (Wyoming)
Wyoming
$1.52M -$56.7K -190 -4%
RC
1445
Resonate Capital
California
$1.52M -$4.74M -15,894 -76%
VWM
1446
Venturi Wealth Management
Texas
$1.52M +$34.3K +115 +2%
FFL
1447
Financial Freedom LLC
Ohio
$1.52M +$4.77K +16 +0.3%
NSAM
1448
North Star Asset Management
Wisconsin
$1.52M -$49.5K -166 -3%
AC
1449
Apella Capital
Connecticut
$1.51M +$1.51M +5,075 New
OCM
1450
One Capital Management
California
$1.51M -$162K -542 -10%
56 57
58
59 60