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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 %
CWP
2026
Core Wealth Partners
California
$649K +$298 +1 +0%
CHJWM
2027
Carlton Hofferkamp & Jenks Wealth Management
Texas
$648K -$77.5K -270 -11%
IP
2028
Ignite Planners
California
$647K -$14K -48 -2%
ACM
2029
Allred Capital Management
Texas
$646K -$134K -448 -17%
BAAM
2030
Baker Avenue Asset Management
California
$646K +$6.57K +22 +1%
OWA
2031
Octavia Wealth Advisors
Ohio
$645K +$189K +634 +41%
CF
2032
Centaurus Financial
California
$644K -$242K -810 -27%
CG
2033
CFO4Life Group
Texas
$644K +$32.8K +110 +5%
BI
2034
Ballast Inc
Kentucky
$643K -$104K -350 -14%
DFCM
2035
Dark Forest Capital Management
Puerto Rico
$642K +$642K +2,153 New
WQ
2036
Wealth Quarterback
New Jersey
$642K -$98.8K -331 -13%
MLFP
2037
MPS Loria Financial Planners
Illinois
$641K +$1.79K +6 +0.3%
CF
2038
Corrigan Financial
Rhode Island
$639K -$6.27K -21 -1%
DG
2039
DMC Group
Alabama
$639K +$12.8K +43 +2%
SWM
2040
Stockman Wealth Management
Montana
$638K -$61.2K -205 -9%
JMF
2041
Johnson Midwest Financial
Iowa
$638K +$2.69K +9 +0.4%
CFC
2042
Coyle Financial Counsel
Illinois
$637K – – –
DCM
2043
Dupont Capital Management
Delaware
$635K -$263K -883 -29%
LT
2044
Legacy Trust
Michigan
$635K +$5.67K +19 +0.9%
MKC
2045
M. Kraus & Co
Vermont
$634K -$7.46K -25 -1%
PA
2046
PSI Advisors
Florida
$632K -$66.6K -223 -10%
BFG
2047
Berger Financial Group
Minnesota
$632K +$29.2K +98 +5%
RWA
2048
Redhawk Wealth Advisors
Minnesota
$631K +$193K +646 +44%
FSG
2049
Financial Strategies Group
Michigan
$631K +$26K +87 +4%
BIP
2050
Blueprint Investment Partners
North Carolina
$629K -$333K -1,117 -35%
80 81
82
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