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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 %
LPAM
1901
Lodestar Private Asset Management
California
$766K -$15.2K -51 -2%
IIC
1902
Integrated Investment Consultants
Michigan
$766K +$5.37K +18 +0.7%
LA
1903
Latitude Advisors
Florida
$766K +$204K +685 +36%
KIC
1904
Keating Investment Counselors
Florida
$765K – – –
HWMG
1905
Hurlow Wealth Management Group
Indiana
$765K -$298 -1 -0%
OCG
1906
Opus Capital Group
Ohio
$765K +$63K +211 +9%
WWG
1907
West Wealth Group
California
$765K +$1.49K +5 +0.2%
AF
1908
Aldebaran Financial
$764K -$61.2K -205 -7%
CBNLCF
1909
Cognios Beta Neutral Large Cap Fund
Kansas
$764K -$368K -1,234 -33%
GWM
1910
Gray Wealth Management
Maine
$762K -$28.9K -97 -4%
SMA
1911
Sage Mountain Advisors
Georgia
$761K +$98.2K +329 +15%
AI
1912
Arrien Investments
Idaho
$761K -$3.88K -13 -0.5%
CAM
1913
CenterStar Asset Management
Illinois
$759K +$759K +2,544 New
KP
1914
Keel Point
Alabama
$758K +$60.3K +202 +9%
NME
1915
Notis-McConarty Edward
$753K – – –
CWM
1916
Concentric Wealth Management
California
$751K -$29.8K -100 -4%
ORC
1917
O'Rourke & Company
Massachusetts
$750K -$13.7K -46 -2%
CRI
1918
Colonial River Investments
Virginia
$750K -$48.7K -163 -6%
SC
1919
Sepio Capital
Utah
$750K -$122K -410 -14%
AC
1920
Allstate Corporation
Illinois
$748K +$4.78K +16 +0.6%
IA
1921
IAM Advisory
Pennsylvania
$747K +$3.88K +13 +0.5%
BMO
1922
Beck Mack & Oliver
New York
$746K – – –
SC
1923
Shay Capital
New York
$746K +$746K +2,500 New
RIG
1924
RiverFront Investment Group
Virginia
$745K +$4.48K +15 +0.6%
DLCIG
1925
D.L. Carlson Investment Group
New Hampshire
$745K +$86.5K +290 +13%
75 76
77
78 79