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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 %
PSFG
1826
Prairie Sky Financial Group
Illinois
$846K +$846K +2,836 New
DPI
1827
Diversified Portfolios Inc
Michigan
$844K -$284K -951 -25%
MIM
1828
Miller Investment Management
Pennsylvania
$843K – – –
FSWA
1829
Financial Synergies Wealth Advisors
Texas
$842K -$4.48K -15 -0.5%
BEC
1830
Blue Edge Capital
Virginia
$842K – – –
WAG
1831
Winthrop Advisory Group
Massachusetts
$840K +$45.1K +151 +6%
TCWM
1832
Total Clarity Wealth Management
Illinois
$840K +$64.7K +217 +8%
PCS
1833
Personal CFO Solutions
New Jersey
$840K +$3.28K +11 +0.4%
KTC
1834
Kistler-Tiffany Companies
Pennsylvania
$840K -$33.7K -113 -4%
GFP
1835
Gryphon Financial Partners
Ohio
$838K +$22.4K +75 +3%
AC
1836
ASB Consultores
Florida
$838K +$895 +3 +0.1%
OPOWM
1837
One Plus One Wealth Management
Florida
$837K – – –
SAM
1838
Strategy Asset Managers
California
$836K -$4.48K -15 -0.5%
CRIG
1839
Charter Research & Investment Group
Connecticut
$836K – – –
SIC
1840
Samalin Investment Counsel
New York
$835K +$14.6K +49 +2%
SFG
1841
Summit Financial Group
West Virginia
$835K – – –
EB
1842
Exchange Bank
California
$834K +$834K +2,794 New
PEA
1843
Park Edge Advisors
Ohio
$830K +$181K +605 +28%
AA
1844
Advisory Alpha
Michigan
$830K +$188K +629 +29%
GLLW
1845
Graves Light Lenhart Wealth
Virginia
$830K – – –
SQA
1846
Simon Quick Advisors
New Jersey
$829K +$60.3K +202 +8%
SWM
1847
Silverlake Wealth Management
Vermont
$826K -$11.6K -39 -1%
WP
1848
WealthSource Partners
California
$824K -$406K -1,360 -33%
IIA
1849
Integral Investment Advisors
California
$824K -$15.5K -52 -2%
HWP
1850
Highline Wealth Partners
California
$824K +$298 +1 +0%
72 73
74
75 76