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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 %
DDC
2101
DF Dent & Co
Maryland
$541K -$30.8K -110 -5%
CSB
2102
City State Bank
Iowa
$541K – – –
FPIS
2103
Financial Planning & Information Services
Wisconsin
$541K -$28K -100 -5%
EAM
2104
Empirical Asset Management
Massachusetts
$537K -$1.32M -4,705 -71%
FA
2105
Faithward Advisors
Pennsylvania
$537K +$537K +1,822 New
OIS
2106
Okabena Investment Services
Minnesota
$537K -$21K -75 -4%
NAMM
2107
NorthStar Asset Management (Massachusetts)
Massachusetts
$535K -$79.7K -285 -13%
CIA
2108
Cladis Investment Advisory
Montana
$535K +$4.19K +15 +0.8%
CPC
2109
Consolidated Planning Corp
Georgia
$532K – – –
HCP
2110
Hexagon Capital Partners
Arkansas
$532K -$6.43K -23 -1%
CWA
2111
Canvas Wealth Advisors
Kansas
$532K +$81.4K +276 +18%
BWP
2112
Bernardo Wealth Planning
Pennsylvania
$531K +$8.39K +30 +2%
GCL
2113
Gouws Capital LLC
North Carolina
$531K – – –
LP
2114
LGL Partners
Pennsylvania
$529K +$280 +1 +0.1%
DW
2115
Domani Wealth
Pennsylvania
$529K – – –
ML
2116
McAdam LLC
Pennsylvania
$528K +$44.5K +159 +9%
BSSFA
2117
Baron Silver Stevens Financial Advisors
Florida
$528K +$33.6K +120 +7%
AIP
2118
Ahrens Investment Partners
Louisiana
$528K +$2.24K +8 +0.4%
SCG
2119
Sonata Capital Group
Washington
$528K – – –
RWP
2120
Revolve Wealth Partners
New Jersey
$528K +$16.2K +58 +3%
FI
2121
Financial Insights
Washington
$527K -$6.99K -25 -1%
LA
2122
Latitude Advisors
Florida
$526K +$226K +809 +75%
PAIM
2123
Punch & Associates Investment Management
Minnesota
$526K – – –
IDBONY
2124
Israel Discount Bank of New York
New York
$525K -$9.23K -33 -2%
AGP
2125
Autumn Glory Partners
Texas
$524K – – –
83 84
85
86 87