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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 %
NP
1976
Ninepoint Partners
Ontario, Canada
$636K +$139K +498 +28%
CWA
1977
CM Wealth Advisors
Ohio
$635K +$6.67K +23 +1%
TC
1978
Trust Company
Kansas
$634K -$95.1K -340 -13%
JLBC
1979
J.L. Bainbridge & Co
Florida
$634K -$84.2K -301 -12%
HC
1980
HNP Capital
New York
$634K -$28K -100 -4%
VRM
1981
Vectors Research Management
New York
$634K -$28K -100 -4%
HBT
1982
Heartland Bank & Trust
Illinois
$634K +$634K +2,267 New
CAMV
1983
Concord Asset Management (Virginia)
Virginia
$633K +$356K +1,272 +128%
TI
1984
tru Independence
Oregon
$633K +$13.7K +49 +2%
TIA
1985
Tiemann Investment Advisors
California
$629K – – –
HWM
1986
Horizon Wealth Management
Illinois
$628K +$1.68K +6 +0.3%
DBIA
1987
Dumont & Blake Investment Advisors
New Jersey
$626K – – –
AMC
1988
Asset Management Corp
Illinois
$624K +$3.08K +11 +0.5%
LOAMU
1989
Lombard Odier Asset Management (USA)
New York
$623K -$4.14M -14,813 -87%
WI
1990
Wedgewood Investors
Pennsylvania
$622K -$14K -50 -2%
AWMT
1991
AAFMAA Wealth Management & Trust
North Carolina
$622K – – –
TPWM
1992
Twelve Points Wealth Management
Massachusetts
$621K +$42.2K +151 +7%
MSFP
1993
Mark Sheptoff Financial Planning
Connecticut
$621K – – –
BFG
1994
Bouchey Financial Group
New York
$621K – – –
SMA
1995
Sage Mountain Advisors
Georgia
$621K +$213K +762 +52%
DSC
1996
Duncker Streett & Co
Missouri
$619K +$280 +1 +0%
CWM
1997
Connecticut Wealth Management
Connecticut
$618K +$157K +561 +34%
DLCIG
1998
D.L. Carlson Investment Group
New Hampshire
$617K -$87.8K -314 -12%
KWS
1999
Keystone Wealth Services
California
$616K +$8.95K +32 +1%
FCT
2000
Family Capital Trust
Massachusetts
$615K – – –
78 79
80
81 82