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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 %
EIG
2076
Ellenbecker Investment Group
Wisconsin
$606K +$2.09K +7 +0.3%
MAM
2077
Marotta Asset Management
Virginia
$606K +$606K +2,029 New
VAM
2078
Verity Asset Management
North Carolina
$605K -$699K -2,342 -54%
FCT
2079
Family Capital Trust
Massachusetts
$604K -$52.5K -176 -8%
GCM
2080
Goldstream Capital Management
Hong Kong
$603K +$256K +859 +74%
LCM
2081
Landscape Capital Management
New Jersey
$602K -$37K -124 -6%
LIG
2082
Lokken Investment Group
Delaware
$601K +$1.79K +6 +0.3%
CCA
2083
Clearwater Capital Advisors
Illinois
$601K +$13.4K +45 +2%
GIM
2084
Greylin Investment Management
Virginia
$600K – – –
BDFN
2085
Bond & Devick Financial Network
Minnesota
$599K – – –
BWA
2086
Beam Wealth Advisors
Louisiana
$598K +$5.97K +20 +1%
YC
2087
Yarbrough Capital
Tennessee
$598K – – –
AIA
2088
Alera Investment Advisors
Illinois
$597K -$106K -354 -15%
WBG
2089
Wharton Business Group
Pennsylvania
$597K – – –
HCC
2090
Hirtle Callaghan & Co
Pennsylvania
$597K -$59.4K -199 -9%
JWM
2091
Jupiter Wealth Management
Colorado
$597K – – –
AAM
2092
Ascension Asset Management
New York
$597K +$597K +2,000 New
DC
2093
Dantai Capital
Hong Kong
$597K +$597K +2,000 New
SMA
2094
Seven Mile Advisory
New Jersey
$595K +$595K +1,993 New
APW
2095
Austin Private Wealth
Texas
$593K +$43.3K +145 +8%
GRQ
2096
Gardner Russo & Quinn
Pennsylvania
$593K +$10.1K +34 +2%
WW
2097
Waterfront Wealth
Kansas
$591K – – –
AIA
2098
AIMZ Investment Advisors
California
$590K -$89.5K -300 -13%
JF
2099
Jump Financial
Illinois
$589K -$883K -2,958 -60%
MYIA
2100
Mount Yale Investment Advisors
Colorado
$588K -$31.6K -106 -5%
82 83
84
85 86