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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 %
CST
1701
Charles Schwab Trust
Nevada
$1.03M -$221K -775 -18%
PPWP
1702
Proquility Private Wealth Partners
Nevada
$1.03M -$24.5K -82 -2%
MCM
1703
McMillion Capital Management
North Carolina
$1.03M – – –
BAM
1704
Bosun Asset Management
Illinois
$1.03M +$131K +440 +15%
PA
1705
Prossimo Advisors
California
$1.03M +$1.03M +3,435 New
TT
1706
TI-Trust
Illinois
$1.02M – – –
WAM
1707
WNY Asset Management
New York
$1.02M +$21.5K +72 +2%
FAB
1708
First American Bank
Illinois
$1.02M – – –
MFG
1709
MidWestOne Financial Group
Iowa
$1.02M +$43.3K +145 +4%
TF
1710
Trek Financial
Arizona
$1.02M -$107K -358 -9%
CWM
1711
Cahaba Wealth Management
Georgia
$1.02M -$54.6K -183 -5%
LC
1712
Landaas & Company
Wisconsin
$1.02M -$35.8K -120 -3%
TA
1713
Tectonic Advisors
Texas
$1.02M -$23.3K -78 -2%
SB
1714
Strategic Blueprint
Georgia
$1.02M +$10.4K +35 +1%
PP
1715
PDS Planning
Ohio
$1.02M +$79.4K +266 +8%
NA
1716
Navellier & Associates
Nevada
$1.01M +$59.7K +200 +6%
SSWM
1717
Smith Salley Wealth Management
North Carolina
$1.01M -$17.9K -60 -2%
FDCC
1718
Foster Dykema Cabot & Co
Massachusetts
$1.01M +$56.1K +188 +6%
SFSG
1719
Sound Financial Strategies Group
Mississippi
$1.01M -$122K -409 -11%
WPA
1720
Winning Points Advisors
Florida
$999K -$297K -1,002 -23%
GC
1721
Gilbert & Cook
Iowa
$999K +$72.2K +242 +8%
LCM
1722
LVM Capital Management
Michigan
$997K -$107K -359 -10%
SLWA
1723
San Luis Wealth Advisors
California
$997K -$73.7K -247 -7%
SIC
1724
Sterling Investment Counsel
New York
$997K +$11.9K +40 +1%
SIAP
1725
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$996K +$10.1K +34 +1%
67 68
69
70 71