MCD icon

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 %
ML
2101
McAdam LLC
Pennsylvania
$587K +$22.7K +76 +4%
SA
2102
SL Advisors
New Jersey
$586K -$10.4K -35 -2%
SIG
2103
Spinnaker Investment Group
California
$586K -$2.69K -9 -0.5%
RWP
2104
Revolve Wealth Partners
New Jersey
$584K +$20.3K +68 +4%
PPP
2105
Private Portfolio Partners
New Jersey
$583K -$19.7K -66 -3%
DWP
2106
Destiny Wealth Partners
Florida
$583K -$101K -341 -15%
SFP
2107
Sterling Financial Planning
New Jersey
$582K – – –
CTC
2108
Corundum Trust Company
South Dakota
$582K +$582K +1,949 New
GJIA
2109
Glass Jacobson Investment Advisors
Maryland
$581K +$581K +1,946 New
AF
2110
Apexium Financial
Texas
$579K +$58.5K +196 +11%
FWM
2111
Fingerlakes Wealth Management
New York
$577K -$3.88K -13 -0.7%
TWP
2112
Tower Wealth Partners
Pennsylvania
$575K -$24.2K -81 -4%
DDC
2113
DF Dent & Co
Maryland
$575K -$2.69K -9 -0.5%
SNB
2114
Security National Bank
Nebraska
$574K +$23.9K +80 +4%
AGAM
2115
Audent Global Asset Management
California
$574K -$735K -2,461 -56%
NAM
2116
NTV Asset Management
West Virginia
$574K -$114K -381 -17%
CWA
2117
Centennial Wealth Advisory
Michigan
$573K -$167K -558 -23%
Fidelity International
2118
Fidelity International
Bermuda
$573K -$45.4K -152 -7%
CIA
2119
Cladis Investment Advisory
Montana
$571K – – –
JWM
2120
Jessup Wealth Management
Ohio
$569K -$15.5K -52 -3%
KWA
2121
Kingswood Wealth Advisors
California
$569K +$569K +1,906 New
GCL
2122
Gouws Capital LLC
North Carolina
$567K – – –
OCPWS
2123
One Charles Private Wealth Services
Massachusetts
$566K -$20.6K -69 -4%
LP
2124
LGL Partners
Pennsylvania
$565K +$298 +1 +0.1%
LAM
2125
L2 Asset Management
Massachusetts
$565K +$565K +1,892 New
83 84
85
86 87