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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 %
SFP
2126
Sandbox Financial Partners
Maryland
$523K +$29.6K +106 +6%
Cohen & Steers
2127
Cohen & Steers
New York
$523K +$134K +481 +35%
SFG
2128
Sovereign Financial Group
Connecticut
$523K +$23.5K +84 +5%
MIA
2129
Milestone Investment Advisors
Wisconsin
$522K +$522K +1,866 New
BCM
2130
Boltwood Capital Management
California
$522K +$43.1K +154 +9%
HFM
2131
Harvest Fund Management
China
$518K -$115K -410 -18%
SLT
2132
St Louis Trust
Missouri
$517K – – –
WCM
2133
Wallace Capital Management
Texas
$517K +$559 +2 +0.1%
CWM
2134
Centurion Wealth Management
Virginia
$517K -$29.9K -107 -5%
CMI
2135
Clare Market Investments
Texas
$516K +$38K +136 +8%
SNB
2136
Security National Bank
Nebraska
$516K -$14K -50 -3%
LD
2137
Lipe & Dalton
New York
$515K – – –
APW
2138
Austin Private Wealth
Texas
$515K +$2.8K +10 +0.5%
BFO
2139
Biltmore Family Office
North Carolina
$514K – – –
KIA
2140
KLR Investment Advisors
Rhode Island
$514K – – –
PC
2141
Port Capital
Illinois
$513K +$3.08K +11 +0.6%
RCA
2142
Ranch Capital Advisors
Florida
$513K – – –
ZAM
2143
Zevin Asset Management
Massachusetts
$512K – – –
CWM
2144
Cranbrook Wealth Management
Michigan
$512K -$10.3K -37 -2%
AIM
2145
Aigen Investment Management
New York
$512K -$4.95M -17,706 -91%
SAM
2146
Sompo Asset Management
Japan
$512K -$584K -2,090 -53%
LAS
2147
LWM Advisory Services
Florida
$511K +$5.89K +21 +1%
VPP
2148
Vertex Planning Partners
Illinois
$511K -$284K -1,016 -36%
MWM
2149
MBE Wealth Management
Wisconsin
$510K +$22.1K +79 +5%
FB
2150
First Bancorp
Maine
$510K -$35K -125 -6%
84 85
86
87 88