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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 %
ZAM
2151
Zevin Asset Management
Massachusetts
$546K – – –
AGP
2152
Autumn Glory Partners
Texas
$545K -$14K -47 -3%
VCM
2153
Vigilant Capital Management
Maine
$545K +$26.2K +88 +5%
HP
2154
Hilltop Partners
Indiana
$545K +$895 +3 +0.2%
KLWA
2155
Kelly Lawrence W & Associates
California
$544K -$224K -765 -29%
FB
2156
First Bancorp
Maine
$543K -$1.79K -6 -0.3%
HT
2157
Headlands Technologies
Illinois
$542K +$338K +1,134 +166%
C
2158
Certuity
Florida
$542K +$116K +388 +27%
NAMM
2159
NorthStar Asset Management (Massachusetts)
Massachusetts
$542K -$29.8K -100 -5%
HCP
2160
Hexagon Capital Partners
Arkansas
$541K -$26K -87 -5%
QPW
2161
Quantum Private Wealth
Florida
$541K +$303K +1,014 +127%
SAMC
2162
Spectrum Asset Management (California)
California
$541K +$298 +1 +0.1%
CWA
2163
Canvas Wealth Advisors
Kansas
$541K +$8.27K +28 +2%
MHWM
2164
Montz Harcus Wealth Management
Louisiana
$540K +$13.4K +45 +3%
BFO
2165
Biltmore Family Office
North Carolina
$540K -$8.36K -28 -2%
MWM
2166
MBE Wealth Management
Wisconsin
$539K -$5.37K -18 -1%
DB
2167
Dravo Bay
Delaware
$539K +$7.16K +24 +1%
LAS
2168
LWM Advisory Services
Florida
$539K -$2.67K -9 -0.5%
CIP
2169
Capital Insight Partners
Arizona
$539K +$205K +687 +61%
AA
2170
Alta Advisers
United Kingdom
$537K – – –
CGIM
2171
Capital Group Investment Management
Singapore
$535K – – –
BWM
2172
BlackDiamond Wealth Management
New York
$533K +$25.1K +86 +5%
BCM
2173
Boltwood Capital Management
California
$533K -$23.9K -80 -4%
CWM
2174
Cranbrook Wealth Management
Michigan
$530K -$16.1K -54 -3%
PIA
2175
Powell Investment Advisors
Florida
$530K – – –
85 86
87
88 89