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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 %
RWP
1926
Ridgecrest Wealth Partners
California
$681K – – –
1WA
1927
180 Wealth Advisors
Washington
$680K -$839 -3 -0.1%
LB
1928
Legacy Bridge
Iowa
$679K +$28K +100 +4%
LCM
1929
Legato Capital Management
California
$678K +$102K +364 +18%
PCH
1930
PGIM Custom Harvest
New Jersey
$677K +$38.6K +138 +6%
SWP
1931
Strategic Wealth Partners
Ohio
$675K -$31.9K -114 -5%
GSWM
1932
Greenup Street Wealth Management
Michigan
$675K +$358K +1,281 +113%
FCCM
1933
First City Capital Management
Georgia
$675K +$61.8K +209 +10%
DIM
1934
Delta Investment Management
California
$674K +$27.7K +99 +4%
CA
1935
CSM Advisors
Pennsylvania
$672K – – –
NRA
1936
NSI Retail Advisors
Pennsylvania
$672K – – –
VST
1937
Van Strum & Towne
California
$671K – – –
PFA
1938
Pure Financial Advisors
California
$668K -$12.6K -45 -2%
KC
1939
Kingfisher Capital
North Carolina
$668K +$1.96K +7 +0.3%
SIA
1940
Soltis Investment Advisors
Utah
$668K +$559 +2 +0.1%
WSC
1941
Wellington Shields & Co
New York
$668K +$13.1K +47 +2%
TCOO
1942
Trust Company of Oklahoma
Oklahoma
$668K -$559 -2 -0.1%
GWM
1943
Greenwich Wealth Management
Connecticut
$666K +$4.75K +17 +0.7%
BAM
1944
Blueshift Asset Management
New Jersey
$665K +$665K +2,378 New
LOIP
1945
Live Oak Investment Partners
Texas
$664K -$577K – –
CCB
1946
Cutter & Co Brokerage
Missouri
$662K +$559 +2 +0.1%
HCM
1947
Hollencrest Capital Management
California
$662K +$473K +1,691 +250%
SSWM
1948
Strait & Sound Wealth Management
California
$662K – – –
SM
1949
Sciencast Management
New Jersey
$660K +$660K +2,240 New
AIA
1950
Alera Investment Advisors
Illinois
$658K +$5.31K +19 +0.8%
76 77
78
79 80