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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 %
TRIA
2151
Trail Ridge Investment Advisors
Colorado
$510K +$164K +587 +47%
HP
2152
Hilltop Partners
Indiana
$510K +$4.19K +15 +0.8%
RBC
2153
Roble Belko & Company
Pennsylvania
$508K -$508K -1,816 -50%
CC
2154
Callan Capital
California
$507K -$28.5K -102 -5%
SAMC
2155
Spectrum Asset Management (California)
California
$507K +$76.3K +273 +18%
BWM
2156
BlackDiamond Wealth Management
New York
$507K +$1.46K +5 +0.3%
LSWM
2157
Lorne Steinberg Wealth Management
Canada
$506K -$8.39K -30 -2%
EBSAM
2158
Eubel Brady & Suttman Asset Management
Ohio
$506K +$12K +43 +2%
PWC
2159
PYA Waltman Capital
Tennessee
$505K +$157K +562 +45%
CMANY
2160
Capital Management Associates (New York)
New York
$503K – – –
AA
2161
Alta Advisers
United Kingdom
$503K – – –
MGIM
2162
M&G Investment Management
United Kingdom
$503K -$63.8K -228 -11%
LSV Asset Management
2163
LSV Asset Management
Illinois
$503K – – –
CGIM
2164
Capital Group Investment Management
Singapore
$501K -$41.7K -149 -8%
DB
2165
Dravo Bay
Delaware
$499K -$30.5K -109 -6%
SAM
2166
Shikiar Asset Management
New York
$497K +$497K +1,776 New
PIA
2167
Powell Investment Advisors
Florida
$497K – – –
HWM
2168
HFG Wealth Management
Texas
$496K +$496K +1,775 New
VFPI
2169
Vantage Financial Partners (Illinois)
Illinois
$496K – – –
TCM
2170
True Capital Management
California
$495K +$6.15K +22 +1%
RIS
2171
Retirement Income Solutions
Michigan
$494K +$168K +600 +51%
PHAM
2172
Palisades Hudson Asset Management
Florida
$494K +$1.4K +5 +0.3%
MHWM
2173
Montz Harcus Wealth Management
Louisiana
$493K +$280 +1 +0.1%
SN
2174
Sittner & Nelson
Oregon
$492K +$55.9K +200 +13%
MW
2175
Marks Wealth
Maryland
$492K – – –
85 86
87
88 89