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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 %
MLFP
2026
MPS Loria Financial Planners
Illinois
$599K +$3.64K +13 +0.6%
MFA
2027
Millington Financial Advisors
Illinois
$599K -$3.64K -13 -0.6%
ACG
2028
Allen Capital Group
Nebraska
$598K +$598K +2,138 New
AWA
2029
Aletheian Wealth Advisors
Washington
$597K +$34.4K +123 +6%
HDIM
2030
Hanson & Doremus Investment Management
Vermont
$597K – – –
PCP
2031
Proficio Capital Partners
Massachusetts
$597K -$17.9K -64 -3%
CFC
2032
Coyle Financial Counsel
Illinois
$596K +$28K +100 +5%
JMF
2033
Johnson Midwest Financial
Iowa
$595K +$2.8K +10 +0.5%
GA
2034
GraniteShares Advisors
New York
$595K -$39.4K -141 -6%
VCM
2035
Vivaldi Capital Management
Illinois
$594K -$160K -572 -21%
CPA
2036
Capital Planning Advisors
California
$594K +$22.6K +81 +4%
WMS
2037
Wealth Management Solutions
Pennsylvania
$593K +$12.3K +44 +2%
GI
2038
GAMCO Investors
Connecticut
$593K +$2.24K +8 +0.4%
DG
2039
DMC Group
Alabama
$592K +$12.7K +45 +2%
LT
2040
Legacy Trust
Michigan
$589K -$1.68K -6 -0.3%
SIA
2041
Strategic Investment Advisors
Michigan
$589K -$66K -236 -10%
CA
2042
Cornerstone Advisors
North Carolina
$587K – – –
LWM
2043
Liberty Wealth Management
California
$586K +$586K +2,126 New
AIM
2044
Avity Investment Management
Connecticut
$585K -$21.8K -78 -4%
OWM
2045
OneAscent Wealth Management
Alabama
$584K -$31.3K -112 -5%
GTAM
2046
Global Trust Asset Management
Florida
$583K +$16.8K +60 +3%
DE
2047
Day & Ennis
Georgia
$582K +$9.79K +35 +2%
MYIA
2048
Mount Yale Investment Advisors
Colorado
$581K -$40.5K -145 -7%
ECM
2049
Estabrook Capital Management
New York
$580K – – –
Fidelity International
2050
Fidelity International
Bermuda
$579K -$8.38M -29,980 -94%
80 81
82
83 84