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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 %
GWS
1551
Glassman Wealth Services
Virginia
$1.28M +$89.8K +301 +8%
OC
1552
Oakworth Capital
Alabama
$1.28M -$73.1K -245 -5%
MAM
1553
Mystic Asset Management
Rhode Island
$1.27M -$20.9K -70 -2%
CFCI
1554
Comprehensive Financial Consultants Institutional
Indiana
$1.27M +$6.19K +21 +0.5%
CTFG
1555
Capstone Triton Financial Group
Oklahoma
$1.27M +$25.7K +86 +2%
SAM
1556
Sabadell Asset Management
Spain
$1.27M -$94.3K -320 -7%
SFS
1557
Stiles Financial Services
Minnesota
$1.27M -$57K -191 -4%
TL
1558
Tradewinds LLC
North Carolina
$1.27M +$20.9K +70 +2%
KGC
1559
Kennon-Green & Company
Ohio
$1.26M -$67.1K -225 -5%
IP
1560
Intellectus Partners
California
$1.26M -$443K -1,486 -26%
FANJ
1561
Financial Architects (New Jersey)
New Jersey
$1.26M +$68K +228 +6%
JFGIW
1562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M -$442K -1,482 -26%
CAAS
1563
Capital Asset Advisory Services
Michigan
$1.26M +$45.1K +153 +4%
SF
1564
Symphony Financial
Texas
$1.26M -$100K -341 -7%
NFG
1565
Nadler Financial Group
Illinois
$1.26M -$1.04M -3,501 -45%
BBNB
1566
Baker Boyer National Bank
Washington
$1.25M -$17.6K -59 -1%
PAM
1567
Paradigm Asset Management
New York
$1.25M +$1.1M +3,700 +751%
FDS
1568
First Dallas Securities
Texas
$1.25M +$1.79K +6 +0.1%
MCM
1569
Mengis Capital Management
Oregon
$1.25M – – –
EDRIA
1570
Edmonds Duncan Registered Investment Advisors
Kansas
$1.25M – – –
WDG
1571
Wealth Dimensions Group
Ohio
$1.24M +$38.8K +130 +3%
OA
1572
Oxbow Advisors
Texas
$1.24M +$23.6K +79 +2%
NFA
1573
Northern Financial Advisors
Michigan
$1.24M +$23.1K +80 +2%
Nomura Holdings
1574
Nomura Holdings
Japan
$1.23M -$243K -814 -16%
CT
1575
Colonial Trust
South Carolina
$1.23M +$21.2K +71 +2%
61 62
63
64 65