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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 %
MA
1601
MKT Advisors
California
$1.18M – – –
PTC
1602
Philadelphia Trust Company
Pennsylvania
$1.18M +$14.9K +50 +1%
PFP
1603
Paragon Financial Partners
California
$1.18M +$298 +1 +0%
MCM
1604
MV Capital Management
Maryland
$1.18M +$11.3K +38 +1%
LCM
1605
Lewis Capital Management
California
$1.17M – – –
T
1606
TOBAM
France
$1.17M -$1.27M -4,274 -52%
FCP
1607
Fidelis Capital Partners
Florida
$1.17M +$35.8K +120 +3%
PIA
1608
Pinion Investment Advisors
Kansas
$1.17M +$15.2K +51 +1%
IA
1609
Insight Advisors
Pennsylvania
$1.17M -$93.7K -314 -7%
PWS
1610
Private Wealth Strategies
Ohio
$1.16M +$895 +3 +0.1%
FAM
1611
Formidable Asset Management
Ohio
$1.16M -$4.48K -15 -0.4%
PWP
1612
Phillips Wealth Planners
Mississippi
$1.16M +$19.4K +65 +2%
AAS
1613
Ameritas Advisory Services
Nebraska
$1.15M -$403K -1,380 -26%
CG
1614
Corundum Group
Colorado
$1.15M -$415K -1,390 -27%
WP
1615
WealthPLAN Partners
Nebraska
$1.15M -$63.6K -213 -5%
RW
1616
Rede Wealth
Virginia
$1.15M +$298 +1 +0%
NCM
1617
Next Capital Management
New York
$1.14M – – –
MSWM
1618
McGlone Suttner Wealth Management
Wisconsin
$1.14M +$27.2K +91 +2%
GWANC
1619
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.14M +$40.9K +137 +4%
GCMG
1620
Gyroscope Capital Management Group
Florida
$1.14M -$71.3K -239 -6%
IFWM
1621
Institute for Wealth Management
Colorado
$1.14M +$3.88K +13 +0.3%
SPWM
1622
Schrum Private Wealth Management
Florida
$1.14M – – –
IF
1623
Ironwood Financial
Arizona
$1.14M +$12.5K +42 +1%
KA
1624
KLCM Advisors
Wisconsin
$1.14M +$60.9K +204 +6%
BFC
1625
Blue Fin Capital
Rhode Island
$1.14M +$247K +829 +28%
63 64
65
66 67