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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 %
TCOO
1501
Trust Company of Oklahoma
Oklahoma
$1.4M +$688K +2,305 +97%
IF
1502
Intrua Financial
Texas
$1.4M +$238K +799 +21%
HIA
1503
Harbor Investment Advisory
Maryland
$1.4M -$78.5K -263 -5%
FCB
1504
First County Bank
Connecticut
$1.4M -$87.1K -292 -6%
KA
1505
Kovack Advisors
Florida
$1.39M +$217K +728 +18%
BWM
1506
BerganKDV Wealth Management
Minnesota
$1.39M -$124K -415 -8%
SSA
1507
South Street Advisors
New York
$1.39M – – –
HCM
1508
HMS Capital Management
Tennessee
$1.39M -$28K -94 -2%
LA
1509
Lindenwold Advisors
Pennsylvania
$1.38M -$257K -861 -16%
CWP
1510
Concord Wealth Partners
Virginia
$1.38M +$434K +1,454 +46%
MWA
1511
Meridian Wealth Advisors
Texas
$1.38M -$302K -1,013 -18%
WA
1512
Wealth Alliance
New York
$1.38M +$31.3K +105 +2%
LS
1513
Livforsakringsbolaget Skandia
Sweden
$1.38M -$119K -400 -8%
SAM
1514
SignalPoint Asset Management
Missouri
$1.37M -$20.3K -68 -1%
SA
1515
Sicart Associates
New York
$1.37M – – –
VCM
1516
Violich Capital Management
California
$1.37M – – –
AIM
1517
Athena Investment Management
California
$1.37M -$14.9K -50 -1%
WPC
1518
White Pine Capital
Minnesota
$1.37M +$26.9K +90 +2%
WA
1519
Waverly Advisors
Alabama
$1.37M +$169K +565 +14%
JWA
1520
JFS Wealth Advisors
Pennsylvania
$1.36M -$7.76K -26 -0.6%
TWM
1521
Thrive Wealth Management
Pennsylvania
$1.36M +$48.6K +163 +4%
BWM
1522
BigSur Wealth Management
Florida
$1.36M – – –
MMM
1523
Mendel Money Management
Illinois
$1.36M +$3.88K +13 +0.3%
MMPW
1524
Mitchell McLeod Pugh & Williams
Alabama
$1.35M -$32.2K -108 -2%
NRG
1525
Nemes Rush Group
Michigan
$1.35M +$1.35M +4,526 New
59 60
61
62 63