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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 %
LB
1876
Leo Brokerage
Texas
$722K +$722K +2,582 New
FDDB
1877
Fidelity D&D Bancorp
Pennsylvania
$722K +$722K +2,559 New
TC
1878
Tsai Capital
New York
$721K – – –
SQA
1879
Simon Quick Advisors
New Jersey
$720K +$102K +364 +16%
CC
1880
Corton Capital
Ontario, Canada
$720K -$150K -538 -17%
CFP
1881
Catalyst Financial Partners
Massachusetts
$719K +$126K +451 +21%
SHFA
1882
SS&H Financial Advisors
Michigan
$718K +$427K +1,527 +147%
W
1883
Wealthquest
Ohio
$718K -$18.2K -65 -2%
KIC
1884
Keating Investment Counselors
Florida
$717K -$266K -950 -27%
HWMG
1885
Hurlow Wealth Management Group
Indiana
$717K +$559 +2 +0.1%
AI
1886
Arrien Investments
Idaho
$716K +$716K +2,562 New
WWG
1887
West Wealth Group
California
$715K +$1.4K +5 +0.2%
ORC
1888
O'Rourke & Company
Massachusetts
$715K +$1.4K +5 +0.2%
WW
1889
Westshore Wealth
California
$713K +$142K +507 +25%
IIC
1890
Integrated Investment Consultants
Michigan
$713K -$24.6K -88 -3%
OW
1891
Olistico Wealth
Oklahoma
$712K +$26K +93 +4%
VCM
1892
Virtue Capital Management
Tennessee
$709K +$62K +214 +10%
CWM
1893
Castle Wealth Management
Florida
$709K – – –
MHR
1894
Matthew Hamilton Rosenberg
$708K – – –
NME
1895
Notis-McConarty Edward
$705K – – –
HFA
1896
High Falls Advisors
New York
$704K – – –
BI
1897
Ballast Inc
Kentucky
$701K +$69.9K +250 +11%
BMO
1898
Beck Mack & Oliver
New York
$699K – – –
SMH
1899
Sanders Morris Harris
Texas
$699K – – –
FCFS
1900
First Command Financial Services
Texas
$698K -$18.2K -65 -3%
74 75
76
77 78