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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 %
DC
1776
DeDora Capital
California
$928K -$2.09K -7 -0.2%
RF
1777
Rollins Financial
Georgia
$924K -$59.7K -200 -6%
PWMG
1778
Prestige Wealth Management Group
New Jersey
$924K -$55.8K -187 -6%
WC
1779
Whitney & Co
New York
$923K – – –
BMC
1780
Benin Management Corp
Connecticut
$919K +$1.49K +5 +0.2%
EFG
1781
Everhart Financial Group
Ohio
$918K +$106K +391 +13%
AWG
1782
Altus Wealth Group
Colorado
$917K +$5.37K +18 +0.6%
AWA
1783
Alta Wealth Advisors
Massachusetts
$915K -$47.2K -158 -5%
PPC
1784
Park Place Capital
Alabama
$913K -$18.5K -62 -2%
LI
1785
Lafayette Investments
Maryland
$912K -$59.7K -200 -6%
ZB
1786
Zions Bancorporation
Utah
$910K -$264K -884 -22%
WR
1787
WD Rutherford
Oregon
$910K +$213K +715 +31%
B
1788
Bellecapital
Switzerland
$909K -$43.9K -147 -5%
SSG
1789
Summit Securities Group
New York
$907K +$217K +728 +31%
AWM
1790
Atticus Wealth Management
Florida
$905K -$45.4K -152 -5%
CG
1791
Clarus Group
Texas
$902K +$421K +1,412 +88%
SCM
1792
Stonebridge Capital Management
California
$900K – – –
BC
1793
Blackhill Capital
New Jersey
$895K – – –
WF
1794
Warner Financial
Maryland
$895K – – –
BWP
1795
Balboa Wealth Partners
Arizona
$891K -$9.85K -33 -1%
WIA
1796
Westbourne Investment Advisors
Maryland
$890K – – –
SOAMC
1797
Spirit of America Management Corp
New York
$889K – – –
GPA
1798
Garrison Point Advisors
California
$889K +$2.98K +10 +0.3%
CC
1799
Corton Capital
Ontario, Canada
$886K +$117K +393 +15%
MCCA
1800
Mill Creek Capital Advisors
Pennsylvania
$885K +$111K +373 +14%
70 71
72
73 74