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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 %
AWM
1526
Aberdeen Wealth Management
Illinois
$1.35M – – –
NAMP
1527
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.35M +$5.97K +20 +0.4%
FMN
1528
Financial Management Network
California
$1.35M +$884 +3 +0.1%
CA
1529
Claar Advisors
New York
$1.34M – – –
YDMI
1530
Y.D. More Investments
Israel
$1.34M +$129K +432 +11%
BWA
1531
BDO Wealth Advisors
Florida
$1.34M +$41.8K +140 +3%
RHP
1532
Royal Harbor Partners
Texas
$1.34M – – –
DI
1533
Diligent Investors
California
$1.33M -$45.7K -153 -3%
WCM
1534
Weik Capital Management
Pennsylvania
$1.33M -$191K -640 -13%
THWM
1535
Taylor Hoffman Wealth Management
Virginia
$1.33M – – –
LFA
1536
Legacy Financial Advisors
Kentucky
$1.33M -$17.3K -58 -1%
VSQM
1537
V-Square Quantitative Management
Illinois
$1.32M -$10.4K -35 -0.8%
NERM
1538
New England Research & Management
Illinois
$1.32M -$301K -1,010 -19%
MA
1539
MJP Associates
Connecticut
$1.32M -$98.2K -329 -7%
MFG
1540
Magnus Financial Group
New York
$1.32M -$21.2K -71 -2%
WMA
1541
West Michigan Advisors
Michigan
$1.32M -$60.3K -202 -4%
HFM
1542
Hartford Financial Management
Connecticut
$1.31M -$34K -114 -3%
CWM
1543
Centric Wealth Management
Illinois
$1.31M -$1.77K -6 -0.1%
WAM
1544
Weatherly Asset Management
California
$1.31M -$70.1K -235 -5%
RWA
1545
River Wealth Advisors
Pennsylvania
$1.3M -$8.06K -27 -0.6%
WTA
1546
Washington Trust Advisors
Massachusetts
$1.3M -$47.7K -160 -4%
CC
1547
Constitution Capital
Connecticut
$1.29M +$344K +1,152 +36%
CWM
1548
Core Wealth Management
Florida
$1.29M +$994K +3,332 +333%
APW
1549
Acima Private Wealth
Virginia
$1.29M – – –
TAM
1550
Todd Asset Management
Kentucky
$1.29M – – –
60 61
62
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