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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 %
FDCC
1726
Foster Dykema Cabot & Co
Massachusetts
$896K – – –
NA
1727
Navellier & Associates
Nevada
$895K – – –
PWM
1728
PBMares Wealth Management
Virginia
$894K +$176K +630 +25%
UW
1729
Unique Wealth
Florida
$893K -$1.68K -6 -0.2%
B
1730
Bellecapital
Switzerland
$893K -$11.5K -41 -1%
WCM
1731
WealthBridge Capital Management
Ohio
$891K – – –
LSC
1732
Lesa Sroufe & Co
Washington
$891K – – –
AWM
1733
Atticus Wealth Management
Florida
$891K +$217K +776 +32%
CC
1734
Constitution Capital
Connecticut
$890K -$105K -375 -11%
DA
1735
Dover Advisors
Virginia
$889K +$159K +567 +22%
OHWA
1736
Oak Hill Wealth Advisors
Virginia
$889K +$264K +945 +42%
WP
1737
Westmount Partners
California
$889K +$182K +650 +26%
STAS
1738
Strong Tower Advisory Services
Minnesota
$889K +$19K +68 +2%
ICM
1739
IMS Capital Management
Oregon
$888K – – –
CWP
1740
Concord Wealth Partners
Virginia
$886K +$199K +712 +29%
HHGA
1741
Halbert Hargrove Global Advisors
California
$885K +$32.7K +117 +4%
LOPW
1742
Live Oak Private Wealth
North Carolina
$885K +$29.1K +104 +3%
EAM
1743
Evanson Asset Management
California
$882K -$8.95K -32 -1%
BO
1744
Bank OZK
Arkansas
$882K -$15.7K -56 -2%
EP
1745
Eudaimonia Partners
Tennessee
$879K -$111K -396 -11%
BFC
1746
Blue Fin Capital
Rhode Island
$879K +$885 +3 +0.1%
BWA
1747
Bordeaux Wealth Advisors
California
$879K -$1.96K -7 -0.2%
PP
1748
PDS Planning
Ohio
$878K +$200K +716 +30%
PPC
1749
Park Place Capital
Alabama
$873K +$34.1K +122 +4%
GG
1750
Gleason Group
Kentucky
$872K +$1.4K +5 +0.2%
68 69
70
71 72