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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 %
PVH
1726
Psagot Value Holdings
Israel
$996K +$201K +684 +25%
GP
1727
Geneva Partners
Wisconsin
$995K -$26.9K -90 -3%
FFG
1728
Frisch Financial Group
New York
$995K +$64.5K +216 +7%
IP
1729
Investment Partners
Ohio
$995K -$116K -390 -10%
IWA
1730
Inspirion Wealth Advisors
Illinois
$994K +$17K +57 +2%
ACM
1731
Advance Capital Management
Michigan
$993K +$28.3K +95 +3%
FWM
1732
Forza Wealth Management
Florida
$991K -$59.7K -200 -6%
OC
1733
Oarsman Capital
Wisconsin
$990K -$6.27K -21 -0.6%
WDL
1734
Well Done LLC
Michigan
$990K -$20K -67 -2%
WFMPM
1735
Woodley Farra Manion Portfolio Management
Indiana
$990K +$14.9K +50 +2%
CMANY
1736
Capital Management Associates (New York)
New York
$985K +$448K +1,500 +83%
STAS
1737
Strong Tower Advisory Services
Minnesota
$985K +$36.4K +122 +4%
WAL
1738
W Advisors LLC
Tennessee
$981K -$298 -1 -0%
AL
1739
Aspiriant LLC
California
$980K -$6.86K -23 -0.7%
SFI
1740
SPC Financial Inc
Maryland
$979K -$23K -77 -2%
GAM
1741
Gould Asset Management
California
$979K – – –
GWM
1742
GDS Wealth Management
Texas
$977K -$69.5K -233 -7%
PI
1743
PFG Investments
New York
$976K +$48.9K +164 +5%
OW
1744
Olistico Wealth
Oklahoma
$976K +$216K +724 +28%
AIP
1745
Almanack Investment Partners
Pennsylvania
$975K -$37.6K -126 -4%
FFA
1746
Fortune Financial Advisors
Kansas
$975K +$975K +3,267 New
COCM
1747
Charter Oak Capital Management
New Hampshire
$975K -$895 -3 -0.1%
AP
1748
Atwood & Palmer
Missouri
$974K +$76.1K +255 +8%
AIM
1749
Alhambra Investment Management
Florida
$974K +$7.46K +25 +0.8%
DWMS
1750
Dominguez Wealth Management Solutions
Virginia
$970K -$33.4K -112 -3%
68 69
70
71 72