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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 %
EGM
1451
Engineers Gate Manager
New York
$1.51M +$153K +512 +11%
IWA
1452
IVC Wealth Advisors
Pennsylvania
$1.51M -$26.9K -90 -2%
ZIC
1453
ZWJ Investment Counsel
Georgia
$1.51M +$96.1K +322 +7%
MA
1454
MCF Advisors
Kentucky
$1.51M +$93.1K +312 +7%
FAG
1455
Financial Advisory Group
Texas
$1.51M – – –
SP
1456
Successful Portfolios
Florida
$1.51M -$190K -636 -11%
VWA
1457
Visionary Wealth Advisors
Illinois
$1.5M -$60.6K -203 -4%
HVP
1458
Hudson Value Partners
Florida
$1.49M +$53K +178 +4%
HL
1459
HeadInvest LLC
Maine
$1.49M -$16.7K -58 -1%
FFA
1460
Farther Finance Advisors
California
$1.49M +$1.1M +3,678 +282%
PBF
1461
Petix & Botte Financial
California
$1.48M +$742K +2,487 +100%
WKWM
1462
Walter & Keenan Wealth Management
Indiana
$1.48M – – –
ACS
1463
Archford Capital Strategies
Illinois
$1.48M -$51.1K -173 -3%
BBA
1464
Baader Bank Aktiengesellschaft
Germany
$1.48M +$1.16M +4,088 +360%
GFG
1465
Goldstone Financial Group
Illinois
$1.48M +$288K +966 +24%
TCM
1466
Traynor Capital Management
Pennsylvania
$1.48M +$128K +429 +10%
IF
1467
Integrity Financial
Wyoming
$1.47M – – –
WWM
1468
WT Wealth Management
Arizona
$1.47M -$16.1K -54 -1%
HA
1469
Herold Advisors
New York
$1.46M -$27.8K -93 -2%
BWA
1470
Blodgett Wealth Advisors
California
$1.46M – – –
PWM
1471
Palumbo Wealth Management
New York
$1.46M +$85.4K +286 +6%
FBA
1472
Front Barnett Associates
Illinois
$1.46M -$1.49K -5 -0.1%
NSB
1473
Norway Savings Bank
Maine
$1.46M -$49.2K -165 -3%
CFS
1474
CRA Financial Services
New Jersey
$1.45M -$30.1K -101 -2%
FLI
1475
Family Legacy Inc
South Carolina
$1.45M +$4.77K +16 +0.3%
57 58
59
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