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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 %
BWM
1926
Baystate Wealth Management
Massachusetts
$744K +$133K +444 +22%
KWM
1927
KFG Wealth Management
Indiana
$743K +$147K +493 +25%
MCA
1928
MSH Capital Advisors
Arizona
$742K +$150K +503 +25%
NAM
1929
NorthCrest Asset Manangement
Minnesota
$741K +$4.18K +14 +0.6%
QC
1930
Quent Capital
New York
$741K -$53.1K -178 -7%
W
1931
Wealthquest
Ohio
$737K -$28.7K -96 -4%
KC
1932
Kingfisher Capital
North Carolina
$737K +$23.6K +79 +3%
AWM
1933
Angeles Wealth Management
California
$736K +$298 +1 +0%
OFS
1934
Oldfather Financial Services
Nebraska
$736K +$597 +2 +0.1%
EAM
1935
Empirical Asset Management
Massachusetts
$736K +$163K +545 +28%
PPWM
1936
Paragon Private Wealth Management
Kentucky
$734K +$7.16K +24 +1%
DOA
1937
D'Orazio & Associates
Virginia
$733K +$39.4K +132 +6%
SIA
1938
Soltis Investment Advisors
Utah
$732K +$18.8K +63 +3%
ACA
1939
Ackerman Capital Advisors
Texas
$731K – – –
IBOK
1940
Independence Bank of Kentucky
Kentucky
$731K +$1.49K +5 +0.2%
MHR
1941
Matthew Hamilton Rosenberg
$728K -$27.4K -92 -4%
RWP
1942
Ridgecrest Wealth Partners
California
$726K – – –
SFG
1943
Sovereign Financial Group
Connecticut
$726K +$168K +564 +30%
LB
1944
Legacy Bridge
Iowa
$725K – – –
CFG
1945
Cooper Financial Group
California
$724K +$79.4K +266 +12%
MSFP
1946
Mark Sheptoff Financial Planning
Connecticut
$722K +$59.7K +200 +9%
BWP
1947
Baldwin Wealth Partners
Massachusetts
$722K +$39.4K +132 +6%
APWM
1948
Atlas Private Wealth Management
New York
$720K -$19.7K -66 -3%
FCFS
1949
First Command Financial Services
Texas
$720K -$25.4K -85 -3%
FCB
1950
First Command Bank
Texas
$720K -$25.4K -85 -3%
76 77
78
79 80