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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 %
CSC
1851
Caldwell Sutter Capital
California
$744K +$173K +620 +30%
QC
1852
Quent Capital
New York
$744K +$61.8K +221 +9%
CIM
1853
Contravisory Investment Management
Massachusetts
$743K +$15.7K +56 +2%
SAF
1854
Smith Anglin Financial
Texas
$743K +$2.52K +9 +0.3%
GWM
1855
Gray Wealth Management
Maine
$741K +$839 +3 +0.1%
SWA
1856
Strata Wealth Advisors
Texas
$739K -$34.4K -123 -4%
RDWM
1857
Red Door Wealth Management
Tennessee
$739K -$10.3K -37 -1%
CS
1858
Cannell & Spears
New York
$737K +$66.3K +237 +10%
CSPAM
1859
Cary Street Partners Asset Management
Virginia
$736K -$17.9K -64 -2%
TF
1860
TLWM Financial
Texas
$735K -$3.64K -13 -0.5%
LAM
1861
LifePro Asset Management
California
$735K – – –
KLWA
1862
Kelly Lawrence W & Associates
California
$733K +$111K +397 +18%
LPAM
1863
Lodestar Private Asset Management
California
$732K +$11.2K +40 +2%
CWM
1864
Concentric Wealth Management
California
$731K – – –
WP
1865
Waycross Partners
Kentucky
$731K – – –
ACM
1866
Allred Capital Management
Texas
$731K +$23.2K +83 +3%
SEP
1867
Southland Equity Partners
Missouri
$730K +$178K +636 +32%
EA
1868
Eudaimonia Advisors
Tennessee
$730K -$28.5K -102 -4%
RTC
1869
Riverview Trust Company
Washington
$728K -$134K -479 -16%
SWP
1870
Semus Wealth Partners
Florida
$728K -$8.67K -31 -1%
TPWA
1871
TRUE Private Wealth Advisors
Oregon
$726K +$1.12K +4 +0.2%
TCWM
1872
Total Clarity Wealth Management
Illinois
$726K -$213K -762 -23%
MCCA
1873
Mill Creek Capital Advisors
Pennsylvania
$725K -$34.4K -123 -5%
SA
1874
Strategic Advisors
New York
$724K +$32.7K +117 +5%
MWPCG
1875
Measured Wealth Private Client Group
New Hampshire
$723K -$14.8K -53 -2%
73 74
75
76 77