MCD icon

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 %
CA
1476
Continuum Advisory
Idaho
$1.45M +$3.3K +61 +0.2%
OA
1477
Operose Advisors
Wisconsin
$1.45M +$895 +3 +0.1%
LHC
1478
Little House Capital
Massachusetts
$1.45M -$223K -748 -13%
MP
1479
McDonald Partners
Ohio
$1.44M -$23.9K -80 -2%
USB
1480
Union Savings Bank
Connecticut
$1.44M +$1.44M +4,910 New
KW
1481
KWB Wealth
California
$1.44M +$66.5K +223 +5%
CPA
1482
Court Place Advisors
Maryland
$1.44M – – –
GWCM
1483
Godshalk Welsh Capital Management
Pennsylvania
$1.44M -$4.48K -15 -0.3%
LA
1484
Lakeside Advisors
Washington
$1.44M – – –
SFS
1485
Security Financial Services
Indiana
$1.44M +$29.8K +100 +2%
BSI
1486
Bennett Selby Investments
Maine
$1.43M +$4.18K +14 +0.3%
BCM
1487
Becker Capital Management
Oregon
$1.43M -$53.7K -180 -4%
LMKC
1488
L.M. Kohn & Company
Ohio
$1.43M +$372K +1,248 +35%
EFSCE
1489
Enterprise Financial Services Corp (EFSC)
Missouri
$1.43M +$13.4K +45 +0.9%
HCM
1490
Highview Capital Management
Illinois
$1.43M -$209K -699 -13%
VIG
1491
Vienna Insurance Group
Poland
$1.43M +$589K +1,974 +70%
SWA
1492
SFMG Wealth Advisors
Texas
$1.42M +$37.6K +126 +3%
BHIC
1493
Bassett Hargrove Investment Counsel
Delaware
$1.41M -$798 -3 -0.1%
AMIM
1494
Aull & Monroe Investment Management
Alabama
$1.41M -$5.97K -20 -0.4%
WTB
1495
Washington Trust Bank
Washington
$1.41M -$176K -591 -11%
AMBIA
1496
Allen Mooney & Barnes Investment Advisors
Georgia
$1.41M +$138K +464 +11%
WFI
1497
West Family Investments
California
$1.41M +$10.1K +34 +0.7%
WPA
1498
West Paces Advisors
Georgia
$1.41M +$23K +77 +2%
HCM
1499
Howard Capital Management
Georgia
$1.4M +$1.19M +3,985 +551%
RIA
1500
Richwood Investment Advisors
Ohio
$1.4M +$18.5K +62 +1%
58 59
60
61 62