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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 %
WPW
2076
Warther Private Wealth
Ohio
$560K -$243K -871 -30%
JWM
2077
Jupiter Wealth Management
Colorado
$559K – – –
ACM
2078
Ascendant Capital Management
California
$559K +$140K +500 +33%
WBG
2079
Wharton Business Group
Pennsylvania
$559K – – –
SA
2080
SL Advisors
New Jersey
$559K -$31.9K -114 -5%
TFCP
2081
Twin Focus Capital Partners
Massachusetts
$555K – – –
BWA
2082
Beam Wealth Advisors
Louisiana
$555K -$1.68K -6 -0.3%
MCA
2083
MSH Capital Advisors
Arizona
$555K +$28.8K +103 +5%
SIG
2084
Spinnaker Investment Group
California
$552K – – –
CCA
2085
Clearwater Capital Advisors
Illinois
$550K -$5.87K -21 -1%
ABLA
2086
Alan B. Lancz & Associates
Ohio
$550K +$3.08K +11 +0.6%
OCPWS
2087
One Charles Private Wealth Services
Massachusetts
$549K – – –
BFG
2088
Barber Financial Group
Kansas
$549K -$22.1K -79 -4%
TCB
2089
Texas Capital Bancshares
Texas
$549K +$6.15K +22 +1%
JWM
2090
Jessup Wealth Management
Ohio
$548K +$27.7K +99 +5%
MAG
2091
MRA Advisory Group
New Jersey
$547K -$43.3K -155 -7%
WDC
2092
Woodward Diversified Capital
California
$546K +$12.6K +45 +2%
GRQ
2093
Gardner Russo & Quinn
Pennsylvania
$546K – – –
PAM
2094
Private Asset Management
California
$546K -$5.04K -18 -0.9%
SFP
2095
Sterling Financial Planning
New Jersey
$545K – – –
FWM
2096
Fingerlakes Wealth Management
New York
$545K +$3.36K +12 +0.6%
AFG
2097
Allegheny Financial Group
Pennsylvania
$544K +$109K +389 +25%
BAM
2098
Beaumont Asset Management
Texas
$543K -$12.6K -45 -2%
VCG
2099
Vantage Consulting Group
Virginia
$543K +$15.7K +56 +3%
SA
2100
Syntax Advisors
New York
$543K +$15.7K +56 +3%
82 83
84
85 86