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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
1
Fidelity Investments
Massachusetts
$1.74B
2
Citadel Advisors
2
Citadel Advisors
Florida
$777M
3
Barclays
3
Barclays
United Kingdom
$767M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$693M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$325M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.94B
2
Bank of America
2
Bank of America
North Carolina
$3.53B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$105M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.93B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
151
Zacks Investment Management
Illinois
$99.6M +$936K +3,138 +0.9%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$99.5M -$42.6M -142,789 -30%
EWM
153
Evercore Wealth Management
New York
$97.7M -$697K -2,336 -0.7%
DKCM
154
Davidson Kempner Capital Management
New York
$97.6M -$8.03M -26,895 -8%
Jane Street
155
Jane Street
New York
$97.1M +$23M +77,177 +31%
GT
156
Glenmede Trust
Pennsylvania
$97M – – –
WF
157
Welch & Forbes
Massachusetts
$96.4M -$537K -1,800 -0.6%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$96.1M -$3.58M -12,000 -4%
O
159
Ossiam
France
$95.9M +$19.7M +66,044 +26%
Creative Planning
160
Creative Planning
Kansas
$95.2M -$511K -1,713 -0.5%
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$94.8M -$484K -1,623 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
162
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$93.8M -$4.89M -16,393 -5%
HPC
163
HM Payson & Co
Maine
$92.2M -$779K -2,610 -0.8%
TWC
164
TD Waterhouse Canada
Ontario, Canada
$91.7M +$1.76M +5,562 +2%
SMDAM
165
Sumitomo Mitsui DS Asset Management
Japan
$91.4M +$5.92M +19,835 +7%
Royal London Asset Management
166
Royal London Asset Management
United Kingdom
$90.9M +$10.3M +34,406 +13%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$90.7M -$2.36M -7,918 -3%
First Trust Advisors
168
First Trust Advisors
Illinois
$90.7M -$3.95M -13,236 -4%
Capital Fund Management (CFM)
169
Capital Fund Management (CFM)
France
$88.8M +$16.5M +55,383 +23%
HTC
170
Haverford Trust Company
Pennsylvania
$87.6M +$669K +2,243 +0.8%
Primecap Management
171
Primecap Management
California
$87M – – –
JIC
172
Johnson Investment Counsel
Ohio
$85.7M -$3.37M -11,285 -4%
Alyeska Investment Group
173
Alyeska Investment Group
Illinois
$85.1M +$85.1M +285,227 New
Aviva
174
Aviva
United Kingdom
$84.4M +$18.8M +63,003 +29%
RG
175
Rathbones Group
United Kingdom
$81.1M -$141K -474 -0.2%
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