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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 %
AWA
1576
Aaron Wealth Advisors
Illinois
$1.23M +$26.6K +89 +2%
HKAM
1577
Horizon Kinetics Asset Management
New York
$1.23M – – –
RFG
1578
Range Financial Group
Oregon
$1.22M -$118K -397 -9%
BSC
1579
Brown Shipley & Co
United Kingdom
$1.22M -$35.5K -119 -3%
FFP
1580
FourThought Financial Partners
Florida
$1.22M -$35.8K -120 -3%
STC
1581
Sarah T. Connolly
$1.21M -$97K -325 -7%
NB
1582
Northwest Bancshares
Pennsylvania
$1.21M +$20.9K +70 +2%
BHBT
1583
Burke & Herbert Bank & Trust
Virginia
$1.21M -$62.1K -208 -5%
OCM
1584
Orser Capital Management
Texas
$1.2M – – –
WF
1585
Wayfinding Financial
Washington
$1.2M -$12.9K -44 -1%
APW
1586
Aurora Private Wealth
New Jersey
$1.2M -$49.2K -165 -4%
GFA
1587
Gallagher Fiduciary Advisors
Illinois
$1.2M -$68.4K -229 -5%
RZH
1588
Relyea Zuckerberg Hanson
Connecticut
$1.2M +$157K +525 +15%
VFM
1589
Viking Fund Management
North Dakota
$1.19M -$1.49M -5,000 -56%
ACMA
1590
Arbor Capital Management (Alaska)
Alaska
$1.19M +$1.19K +4 +0.1%
RIG
1591
Renaissance Investment Group
Massachusetts
$1.19M -$83.3K -279 -7%
SSWM
1592
Sheets Smith Wealth Management
North Carolina
$1.19M +$597 +2 +0.1%
AAM
1593
AMI Asset Management
California
$1.19M -$9.55K -32 -0.8%
LF
1594
Lantz Financial
Illinois
$1.19M +$22.4K +75 +2%
CSC
1595
Caldwell Sutter Capital
California
$1.19M +$394K +1,321 +50%
SPC
1596
Stewart & Patten Company
California
$1.19M – – –
MSCM
1597
McElhenny Sheffield Capital Management
Texas
$1.18M +$756K +2,535 +176%
AA
1598
Aire Advisors
California
$1.18M +$597 +2 +0.1%
MIM
1599
Meridiem Investment Management
United Kingdom
$1.18M -$27.7K -93 -2%
DA
1600
Doliver Advisors
Texas
$1.18M -$8.36K -28 -0.7%
62 63
64
65 66