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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 %
JCM
1651
Jag Capital Management
Missouri
$1.1M – – –
WI
1652
WrapManager Inc
California
$1.09M -$80K -268 -7%
IFS
1653
Intelligent Financial Strategies
Minnesota
$1.09M +$895 +3 +0.1%
WSCM
1654
Wellington Shields Capital Management
New York
$1.09M – – –
BWP
1655
BSW Wealth Partners
Colorado
$1.09M -$1.19K -4 -0.1%
GP
1656
Greenline Partners
New York
$1.09M – – –
CCM
1657
Compass Capital Management
Minnesota
$1.09M – – –
KC
1658
Kenfarb & Co
Kentucky
$1.09M -$19.7K -66 -2%
AT
1659
Arden Trust
Delaware
$1.09M – – –
TA
1660
Townsend & Associates
Colorado
$1.08M +$133K +455 +14%
DFA
1661
DHJJ Financial Advisors
Illinois
$1.08M -$41.8K -140 -4%
HWA
1662
Heartwood Wealth Advisors
Virginia
$1.08M +$2.98K +10 +0.3%
CW
1663
Connectus Wealth
Ohio
$1.07M +$230K +771 +27%
MFS
1664
Mirabella Financial Services
United Kingdom
$1.07M +$1.07M +3,596 New
AAG
1665
Armstrong Advisory Group
Massachusetts
$1.07M -$105K -352 -9%
NCM
1666
NCM Capital Management
New Jersey
$1.07M +$3.58K +12 +0.3%
EM
1667
ELCO Management
New York
$1.07M -$230K -772 -18%
FIM
1668
Freedom Investment Management
Connecticut
$1.07M +$233K +782 +28%
JWM
1669
Jeppson Wealth Management
California
$1.07M -$32.8K -110 -3%
CCA
1670
Cottonwood Capital Advisors
Utah
$1.07M -$21.2K -71 -2%
LI
1671
LMCG Investments
Massachusetts
$1.07M -$597 -2 -0.1%
TSWM
1672
Triangle Securities Wealth Management
North Carolina
$1.07M -$11.9K -40 -1%
CPC
1673
Consolidated Planning Corp
Georgia
$1.07M +$499K +1,672 +88%
HI
1674
Human Investing
Oregon
$1.07M -$152K -508 -12%
FFA
1675
Fragasso Financial Advisors
Pennsylvania
$1.07M +$23.6K +79 +2%
65 66
67
68 69