MCD icon

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 %
OCG
1951
Opus Capital Group
Ohio
$657K +$33.3K +119 +5%
KWM
1952
Keebeck Wealth Management
Illinois
$656K +$3.36K +12 +0.5%
LGA
1953
Lebenthal Global Advisors
New York
$656K -$8.11K -29 -1%
CPC
1954
Congress Park Capital
New York
$656K -$14K -50 -2%
SWM
1955
Stockman Wealth Management
Montana
$655K -$108K -388 -14%
PA
1956
PSI Advisors
Florida
$655K +$1.96K +7 +0.3%
AIM
1957
Acropolis Investment Management
Missouri
$655K +$6.15K +22 +0.9%
CFAM
1958
Coury Firm Asset Management
Pennsylvania
$654K +$31.9K +114 +5%
KP
1959
Keel Point
Alabama
$654K -$46.1K -165 -7%
WR
1960
WD Rutherford
Oregon
$653K +$610K +2,180 +1,406%
SWM
1961
Seed Wealth Management
Illinois
$652K – – –
GC
1962
Garde Capital
Washington
$651K -$20.7K -74 -3%
DOA
1963
D'Orazio & Associates
Virginia
$650K -$4.75K -17 -0.7%
SCP
1964
Silverleafe Capital Partners
Tennessee
$649K – – –
EBT
1965
Enterprise Bank & Trust
Massachusetts
$649K -$69.1K -247 -10%
DWP
1966
Destiny Wealth Partners
Florida
$647K -$295K -1,055 -31%
SSG
1967
Summit Securities Group
New York
$647K -$1.2M -4,297 -65%
SIA
1968
Schear Investment Advisers
Ohio
$646K -$6.15K -22 -0.9%
NAM
1969
NTV Asset Management
West Virginia
$644K +$10.6K +38 +2%
TA
1970
TCM Advisors
West Virginia
$643K -$606K – –
LWAM
1971
Legacy Wealth Asset Management
Minnesota
$643K -$29.1K -104 -4%
IP
1972
Ignite Planners
California
$642K +$86.9K +306 +16%
BWP
1973
Baldwin Wealth Partners
Massachusetts
$640K – – –
ISWM
1974
Independent Solutions Wealth Management
New York
$639K -$143K -512 -18%
AIA
1975
AIMZ Investment Advisors
California
$637K – – –
77 78
79
80 81