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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 %
APW
1526
Acima Private Wealth
Virginia
$1.21M – – –
AWM
1527
Accurate Wealth Management
Florida
$1.21M +$115K +405 +11%
TAM
1528
Todd Asset Management
Kentucky
$1.2M – – –
IGWM
1529
ICA Group Wealth Management
Colorado
$1.2M +$39.1K +140 +3%
CFCI
1530
Comprehensive Financial Consultants Institutional
Indiana
$1.2M +$38.6K +138 +3%
MIH
1531
Meitav Investment House
Israel
$1.2M -$652K -2,348 -35%
RIG
1532
Renaissance Investment Group
Massachusetts
$1.19M -$3.08K -11 -0.3%
AMBIA
1533
Allen Mooney & Barnes Investment Advisors
Georgia
$1.19M -$47K -168 -4%
BHBT
1534
Burke & Herbert Bank & Trust
Virginia
$1.19M -$5.31K -19 -0.4%
BBNB
1535
Baker Boyer National Bank
Washington
$1.19M -$330K -1,181 -22%
GFA
1536
Gallagher Fiduciary Advisors
Illinois
$1.19M +$1.19M +4,240 New
IA
1537
Insight Advisors
Pennsylvania
$1.18M -$408K -1,460 -26%
BSC
1538
Brown Shipley & Co
United Kingdom
$1.17M +$1.17M +4,201 New
FFP
1539
FourThought Financial Partners
Florida
$1.17M -$86.4K -309 -7%
MCM
1540
Mengis Capital Management
Oregon
$1.17M -$50.3K -180 -4%
EDRIA
1541
Edmonds Duncan Registered Investment Advisors
Kansas
$1.17M – – –
FDS
1542
First Dallas Securities
Texas
$1.17M -$138K -493 -11%
BWM
1543
Buckley Wealth Management
Nevada
$1.17M -$44.7K -160 -4%
TL
1544
Tradewinds LLC
North Carolina
$1.17M +$1.17M +4,180 New
APW
1545
Aurora Private Wealth
New Jersey
$1.17M +$1.4K +5 +0.1%
CTFG
1546
Capstone Triton Financial Group
Oklahoma
$1.17M +$99.3K +355 +9%
JMFC
1547
J.M. Forbes & Co
Massachusetts
$1.16M +$20.7K +74 +2%
RCM
1548
Radnor Capital Management
Pennsylvania
$1.16M +$837K +2,993 +263%
WF
1549
Wayfinding Financial
Washington
$1.15M +$214K +766 +23%
WP
1550
WealthSource Partners
California
$1.15M -$62.6K -224 -5%
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62
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