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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 %
AL
1701
Aspiriant LLC
California
$925K +$34.1K +122 +4%
SIAP
1702
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$924K -$3.36K -12 -0.4%
SIC
1703
Sterling Investment Counsel
New York
$923K +$38.9K +139 +4%
RF
1704
Rollins Financial
Georgia
$922K +$78.6K +281 +9%
WIM
1705
WealthPlan Investment Management
Nebraska
$921K -$1.36M -4,862 -60%
WAL
1706
W Advisors LLC
Tennessee
$919K -$6.15K -22 -0.7%
PWMG
1707
Prestige Wealth Management Group
New Jersey
$918K -$587K -2,098 -39%
MFG
1708
MidWestOne Financial Group
Iowa
$918K +$57K +204 +7%
GAM
1709
Gould Asset Management
California
$917K -$13.7K -49 -1%
GSC
1710
G&S Capital
Colorado
$916K -$25.7K -92 -3%
AC
1711
Avestar Capital
New York
$915K -$64.6K -231 -7%
IWA
1712
Inspirion Wealth Advisors
Illinois
$915K – – –
COCM
1713
Charter Oak Capital Management
New Hampshire
$914K +$19.6K +70 +2%
CJL
1714
Cyrus J. Lawrence
New York
$914K – – –
WFMPM
1715
Woodley Farra Manion Portfolio Management
Indiana
$913K -$14K -50 -2%
LI
1716
Lafayette Investments
Maryland
$911K – – –
KCM
1717
KRS Capital Management
Michigan
$908K +$559 +2 +0.1%
AIM
1718
Alhambra Investment Management
Florida
$906K +$21.8K +78 +2%
ACM
1719
Advance Capital Management
Michigan
$904K – – –
UAML
1720
US Asset Management LLC
Pennsylvania
$903K -$3.35K -12 -0.4%
KA
1721
Kozak & Associates
Colorado
$903K -$5.59K -20 -0.6%
PBO
1722
Peoples Bank (Ohio)
Ohio
$902K -$26.6K -95 -3%
AWA
1723
Alta Wealth Advisors
Massachusetts
$902K +$1.68K +6 +0.2%
BIP
1724
Blueprint Investment Partners
North Carolina
$902K -$964K -3,448 -52%
GIM
1725
Goelzer Investment Management
Indiana
$900K -$14K -50 -2%
67 68
69
70 71