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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 %
KCM
1751
KRS Capital Management
Michigan
$969K +$597 +2 +0.1%
EAM
1752
Evanson Asset Management
California
$966K +$24.8K +83 +3%
UAML
1753
US Asset Management LLC
Pennsylvania
$963K -$1.19K -4 -0.1%
WF
1754
WoodTrust Financial
Wisconsin
$962K -$352K -1,178 -27%
LOPW
1755
Live Oak Private Wealth
North Carolina
$961K +$17.3K +58 +2%
LAM
1756
LifePro Asset Management
California
$961K +$129K +432 +15%
PBO
1757
Peoples Bank (Ohio)
Ohio
$958K -$4.18K -14 -0.4%
UW
1758
Unique Wealth
Florida
$958K +$4.77K +16 +0.5%
KA
1759
Kozak & Associates
Colorado
$954K +$2.65K +9 +0.3%
WCM
1760
WealthBridge Capital Management
Ohio
$952K +$895 +3 +0.1%
FFS
1761
Founders Financial Securities
Maryland
$952K +$125K +420 +15%
NBT
1762
Northwest Bank & Trust
Iowa
$951K +$951K +3,188 New
LSC
1763
Lesa Sroufe & Co
Washington
$951K – – –
WP
1764
Westmount Partners
California
$950K +$1.49K +5 +0.2%
MIH
1765
Meitav Investment House
Israel
$950K -$313K -1,070 -25%
PO
1766
Private Ocean
California
$948K +$297K +994 +46%
UH
1767
Unigestion Holding
Switzerland
$947K -$189K -643 -17%
PWM
1768
PBMares Wealth Management
Virginia
$942K -$11.9K -40 -1%
ICM
1769
IMS Capital Management
Oregon
$942K -$5.97K -20 -0.6%
AAS
1770
Annex Advisory Services
Wisconsin
$942K +$76.1K +255 +9%
FCFC
1771
First Citizens Financial Corp
Iowa
$941K +$941K +3,152 New
CFFP
1772
Center for Financial Planning
Michigan
$940K -$53.4K -179 -5%
GIM
1773
Goelzer Investment Management
Indiana
$931K -$29.8K -100 -3%
SWA
1774
Sax Wealth Advisors
New Jersey
$931K – – –
ZF
1775
Zhang Financial
Michigan
$929K +$117K +393 +14%
69 70
71
72 73