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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 %
CA
1801
CapWealth Advisors
Tennessee
$798K -$93.4K -334 -10%
GFS
1802
GYL Financial Synergies
Connecticut
$796K +$4.75K +17 +0.6%
FSWA
1803
Financial Synergies Wealth Advisors
Texas
$794K +$35.8K +128 +5%
JSL
1804
JT Stratford LLC
Georgia
$793K +$190K +680 +32%
CW
1805
Connectus Wealth
Ohio
$792K +$83.5K +298 +12%
JSW
1806
Journey Strategic Wealth
New Jersey
$791K +$92.2K +330 +13%
MIM
1807
Miller Investment Management
Pennsylvania
$790K – – –
BEC
1808
Blue Edge Capital
Virginia
$789K +$530K +1,895 +205%
GIA
1809
GHP Investment Advisors
Colorado
$788K +$839 +3 +0.1%
SAM
1810
Strategy Asset Managers
California
$788K -$128K -456 -14%
IIA
1811
Integral Investment Advisors
California
$787K -$25.4K -91 -3%
9WM
1812
9258 Wealth Management
Ohio
$786K +$35.2K +126 +5%
SWM
1813
Silverlake Wealth Management
Vermont
$785K +$6.99K +25 +0.9%
PCG
1814
Prosperity Consulting Group
Maryland
$784K -$5.31K -19 -0.7%
WWP
1815
WR Wealth Planners
Missouri
$784K +$704K +2,516 +871%
OPOWM
1816
One Plus One Wealth Management
Florida
$784K -$4.19K -15 -0.5%
AC
1817
ASB Consultores
Florida
$784K +$81.9K +293 +12%
FIM
1818
Freedom Investment Management
Connecticut
$784K -$54.2K -194 -6%
PCS
1819
Personal CFO Solutions
New Jersey
$784K +$27.7K +99 +4%
VIG
1820
Vienna Insurance Group
Poland
$783K +$783K +2,802 New
CRIG
1821
Charter Research & Investment Group
Connecticut
$783K +$280K +1,000 +56%
SFG
1822
Summit Financial Group
West Virginia
$782K -$6.43K -23 -0.8%
SAM
1823
S.A. Mason
Michigan
$778K +$280 +1 +0%
TGAM
1824
TBH Global Asset Management
Tennessee
$778K -$270K -965 -26%
GLLW
1825
Graves Light Lenhart Wealth
Virginia
$777K -$7.83K -28 -1%
71 72
73
74 75