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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 %
PWC
1801
PYA Waltman Capital
Tennessee
$884K +$363K +1,256 +70%
JWBC
1802
John W. Bristol & Co
New York
$881K – – –
DA
1803
Dover Advisors
Virginia
$878K -$71.3K -239 -8%
MA
1804
MONECO Advisors
Connecticut
$877K -$4.48K -15 -0.5%
IAP
1805
Indie Asset Partners
Indiana
$876K -$22.4K -75 -2%
RP
1806
Riverbridge Partners
Minnesota
$876K – – –
CFP
1807
Catalyst Financial Partners
Massachusetts
$875K +$107K +359 +14%
MPIA
1808
Mountain Pacific Investment Advisers
Idaho
$875K – – –
BAM
1809
Byrne Asset Management
New Jersey
$874K – – –
SI
1810
Saxon Interests
Texas
$873K +$19.1K +64 +2%
PS
1811
Planned Solutions
California
$873K – – –
BMWM
1812
Brown Miller Wealth Management
Virginia
$869K -$5.97K -20 -0.7%
VCWA
1813
Vanguard Capital Wealth Advisors
Colorado
$866K +$2.98K +10 +0.3%
PD
1814
Planning Directions
Pennsylvania
$863K +$2.69K +9 +0.3%
BWA
1815
Bordeaux Wealth Advisors
California
$862K -$75.8K -254 -8%
KS
1816
Karpas Strategies
Connecticut
$861K +$3.58K +12 +0.4%
JF
1817
JSF Financial
California
$861K -$8.36K -28 -1%
HFS
1818
Heritage Financial Services
Massachusetts
$861K – – –
CCA
1819
Column Capital Advisors
Indiana
$859K – – –
TGAM
1820
TBH Global Asset Management
Tennessee
$856K +$26.3K +88 +3%
LB
1821
Leo Brokerage
Texas
$854K +$83.6K +280 +11%
HDIM
1822
Hanson & Doremus Investment Management
Vermont
$852K +$215K +721 +34%
CA
1823
CapWealth Advisors
Tennessee
$852K – – –
WWP
1824
WR Wealth Planners
Missouri
$852K +$14.6K +49 +2%
CRWM
1825
Castle Rock Wealth Management
California
$848K -$9.5K -32 -1%
71 72
73
74 75