MCD icon

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 %
CCB
1976
Cutter & Co Brokerage
Missouri
$689K -$17.9K -60 -3%
HWM
1977
Horizon Wealth Management
Illinois
$689K +$18.8K +63 +3%
SWP
1978
Strategic Wealth Partners
Ohio
$689K -$32.2K -108 -4%
WC
1979
Wexford Capital
Florida
$688K -$1.79M -6,004 -72%
AC
1980
Applied Capital
Arkansas
$688K -$357K -1,198 -34%
ACG
1981
Allen Capital Group
Nebraska
$687K +$49.2K +165 +8%
TA
1982
TCM Advisors
West Virginia
$686K -$643K – –
GCIA
1983
Gabelli & Co Investment Advisers
New York
$686K +$686K +2,300 New
GWM
1984
Greenwich Wealth Management
Connecticut
$686K -$25.4K -85 -4%
JSC
1985
Jackson Square Capital
California
$685K +$685K +2,296 New
LWAM
1986
Legacy Wealth Asset Management
Minnesota
$685K -$1.19K -4 -0.2%
GC
1987
Guidance Capital
Kentucky
$681K +$681K +2,361 New
FCCM
1988
First City Capital Management
Georgia
$681K – – –
BFG
1989
Bouchey Financial Group
New York
$679K +$15.8K +53 +2%
NP
1990
Ninepoint Partners
Ontario, Canada
$679K – – –
EBT
1991
Enterprise Bank & Trust
Massachusetts
$678K -$14.6K -49 -2%
TI
1992
tru Independence
Oregon
$678K +$2.69K +9 +0.4%
BCM
1993
BTC Capital Management
Iowa
$677K -$215K -705 -24%
JLBC
1994
J.L. Bainbridge & Co
Florida
$677K – – –
GSC
1995
G&S Capital
Colorado
$677K -$301K -1,010 -31%
SIA
1996
Strategic Investment Advisors
Michigan
$675K +$47.1K +158 +8%
MTIC
1997
Missouri Trust & Investment Company
Missouri
$674K +$340K +1,140 +102%
JSW
1998
Journey Strategic Wealth
New Jersey
$674K -$171K -573 -20%
Tudor Investment Corp
1999
Tudor Investment Corp
Connecticut
$674K -$220K -737 -25%
SWIG
2000
Strategic Wealth Investment Group
Kentucky
$672K +$292K +980 +77%
78 79
80
81 82