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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 %
FCB
1901
First Command Bank
Texas
$698K -$18.2K -65 -3%
T
1902
TRUADVICE
Florida
$698K +$263K +888 +60%
IA
1903
IAM Advisory
Pennsylvania
$696K +$3.92K +14 +0.6%
AC
1904
Allstate Corporation
Illinois
$696K -$7.6M -27,181 -92%
PBF
1905
Petix & Botte Financial
California
$695K +$695K +2,487 New
WQ
1906
Wealth Quarterback
New Jersey
$694K -$30.8K -110 -4%
RIG
1907
RiverFront Investment Group
Virginia
$694K – – –
APWM
1908
Atlas Private Wealth Management
New York
$693K +$24K +86 +4%
CWA
1909
Centennial Wealth Advisory
Michigan
$693K +$359K +1,285 +108%
HC
1910
Hamilton Capital
Ohio
$693K +$54.2K +194 +8%
WEPOG
1911
Wealth Enhancement & Preservation of GA
Georgia
$692K +$59.3K +212 +9%
AWA
1912
AmeriServ Wealth Advisors
Pennsylvania
$692K – – –
NAM
1913
NorthCrest Asset Manangement
Minnesota
$691K +$691K +2,470 New
MW
1914
MBL Wealth
North Carolina
$691K -$6.71K -24 -1%
NFP
1915
NorthLanding Financial Partners
New York
$690K -$16.2K -58 -2%
AWM
1916
Angeles Wealth Management
California
$690K +$5.31K +19 +0.8%
RB
1917
Renasant Bank
Mississippi
$689K -$15.4K -55 -2%
OFS
1918
Oldfather Financial Services
Nebraska
$689K +$839 +3 +0.1%
TFP
1919
Tilia Fiduciary Partners
North Carolina
$686K +$559 +2 +0.1%
ACA
1920
Ackerman Capital Advisors
Texas
$685K -$1.12K -4 -0.2%
DLA
1921
Douglas Lane & Associates
New York
$684K +$153K +546 +29%
IBOK
1922
Independence Bank of Kentucky
Kentucky
$683K -$11.2K -40 -2%
KA
1923
Klingman & Associates
New York
$683K -$839 -3 -0.1%
HNWAG
1924
High Net Worth Advisory Group
Florida
$682K -$112K -400 -14%
PPWM
1925
Paragon Private Wealth Management
Kentucky
$681K -$10.1K -36 -1%
75 76
77
78 79