MCD icon

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 %
SAF
1876
Smith Anglin Financial
Texas
$796K +$2.69K +9 +0.3%
TSWM
1877
Tyler-Stone Wealth Management
Ohio
$794K +$794K +2,662 New
JSL
1878
JT Stratford LLC
Georgia
$793K -$53.4K -179 -6%
WEPOG
1879
Wealth Enhancement & Preservation of GA
Georgia
$790K +$51K +171 +7%
FWM
1880
Fairhaven Wealth Management
Illinois
$789K +$789K +2,645 New
PCG
1881
Prosperity Consulting Group
Maryland
$784K -$52.5K -176 -6%
GA
1882
GoalVest Advisory
New York
$784K -$1.03M -3,443 -57%
OFG
1883
OmniStar Financial Group
North Carolina
$784K -$78.2K -262 -9%
CBFP
1884
Cedar Brook Financial Partners
Ohio
$784K -$35.2K -118 -4%
MWPCG
1885
Measured Wealth Private Client Group
New Hampshire
$782K +$10.7K +36 +1%
SAM
1886
S.A. Mason
Michigan
$778K – – –
HC
1887
Hamilton Capital
Ohio
$778K +$38.5K +129 +5%
TPWA
1888
TRUE Private Wealth Advisors
Oregon
$776K +$895 +3 +0.1%
SMH
1889
Sanders Morris Harris
Texas
$776K +$29.8K +100 +4%
MAG
1890
Mayfair Advisory Group
Alabama
$773K +$1.75K +6 +0.2%
VCM
1891
Virtue Capital Management
Tennessee
$773K +$45.7K +154 +6%
CS
1892
Cannell & Spears
New York
$772K -$14.9K -50 -2%
KA
1893
Klingman & Associates
New York
$771K +$42.4K +142 +6%
HI
1894
Hudock Inc
Pennsylvania
$770K +$121K +407 +19%
TC
1895
Tsai Capital
New York
$770K – – –
ES
1896
ETF Store
Kansas
$770K +$12K +41 +2%
MAM
1897
Meeder Asset Management
Ohio
$770K -$956K -3,204 -55%
WP
1898
Waycross Partners
Kentucky
$769K -$10.4K -35 -1%
AWA
1899
Aletheian Wealth Advisors
Washington
$769K +$132K +441 +21%
AC
1900
Avestar Capital
New York
$769K -$208K -698 -21%
74 75
76
77 78