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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 %
CAWM
1651
Capital Advisors Wealth Management
Washington
$1M +$10.6K +38 +1%
SLWA
1652
San Luis Wealth Advisors
California
$1M +$1M +3,589 New
LI
1653
LMCG Investments
Massachusetts
$1M -$17.9K -64 -2%
NCM
1654
NCM Capital Management
New Jersey
$1M -$2.52K -9 -0.3%
WMA
1655
Wealth Management Associates
New Jersey
$994K -$14.8K -53 -1%
FFC
1656
First Financial Corp
Indiana
$994K -$23.2K -83 -2%
MRCM
1657
M&R Capital Management
New Jersey
$993K +$25.2K +90 +3%
LC
1658
Landaas & Company
Wisconsin
$991K – – –
JEST
1659
JTC Employer Solutions Trustee
Jersey
$990K – – –
GEA
1660
Glen Eagle Advisors
New Jersey
$989K -$13.1K -47 -1%
FIBT
1661
First International Bank & Trust
North Dakota
$989K -$14K -50 -1%
BFA
1662
Bill Few Associates
Pennsylvania
$988K +$4.75K +17 +0.5%
LMKC
1663
L.M. Kohn & Company
Ohio
$988K +$53.1K +190 +6%
PPWP
1664
Proquility Private Wealth Partners
Nevada
$987K -$57.3K -205 -5%
EWA
1665
EverSource Wealth Advisors
Alabama
$987K +$70.2K +251 +8%
CBA
1666
Coastal Bridge Advisors
Connecticut
$987K -$9.23K -33 -0.9%
CWM
1667
Circle Wealth Management
New Jersey
$987K +$58.7K +210 +6%
FWM
1668
Forza Wealth Management
Florida
$985K +$89.2K +319 +10%
JC
1669
Jentner Corp
Ohio
$982K +$61K +218 +7%
GWM
1670
GDS Wealth Management
Texas
$981K -$57.6K -206 -6%
AC
1671
Applied Capital
Arkansas
$979K +$979K +3,502 New
TA
1672
Tectonic Advisors
Texas
$979K +$21K +75 +2%
RWMG
1673
Redwood Wealth Management Group
New Jersey
$977K +$17.6K +63 +2%
FFA
1674
Fragasso Financial Advisors
Pennsylvania
$976K -$9.51K -34 -1%
RZH
1675
Relyea Zuckerberg Hanson
Connecticut
$975K +$46.1K +165 +5%
65 66
67
68 69