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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 %
SAM
2176
Shikiar Asset Management
New York
$530K – – –
RWPA
2177
Richard W. Paul & Associates
Michigan
$529K +$15.5K +52 +3%
CMI
2178
Clare Market Investments
Texas
$528K -$22.1K -74 -4%
PHAM
2179
Palisades Hudson Asset Management
Florida
$528K +$1.19K +4 +0.2%
RIS
2180
Retirement Income Solutions
Michigan
$528K – – –
WPW
2181
Warther Private Wealth
Ohio
$527K -$71K -238 -12%
RCG
2182
Rock Creek Group
District of Columbia
$526K +$52.8K +177 +11%
SN
2183
Sittner & Nelson
Oregon
$525K – – –
ACP
2184
Aveo Capital Partners
Colorado
$525K +$31K +104 +6%
GA
2185
Geller Advisors
New York
$525K +$94.9K +318 +22%
GA
2186
Goldstein Advisors
Wisconsin
$524K – – –
MWP
2187
Meridian Wealth Partners
Pennsylvania
$524K +$7.76K +26 +2%
TWA
2188
Talisman Wealth Advisors
New Jersey
$523K +$29.5K +99 +6%
SIC
2189
Sigma Investment Counselors
Michigan
$522K +$174K +582 +50%
DA
2190
Detalus Advisors
Missouri
$521K -$126K -423 -20%
SGWM
2191
Sterling Group Wealth Management
California
$521K +$5.67K +19 +1%
SBWIC
2192
Schaper Benz & Wise Investment Counsel
Wisconsin
$518K – – –
FFG
2193
Fortem Financial Group
California
$518K +$17K +57 +3%
FA
2194
Faithward Advisors
Pennsylvania
$515K -$10.7K -37 -2%
WIM
2195
WealthPlan Investment Management
Nebraska
$515K -$469K -1,570 -48%
JBA
2196
Johnson Bixby & Associates
Washington
$515K +$20.3K +68 +4%
QPWM
2197
Quadrant Private Wealth Management
Pennsylvania
$512K +$30.1K +101 +6%
KIA
2198
KLR Investment Advisors
Rhode Island
$511K -$37K -124 -7%
EBSAM
2199
Eubel Brady & Suttman Asset Management
Ohio
$511K -$29.3K -98 -5%
DWM
2200
Drive Wealth Management
Utah
$510K +$46.6K +156 +10%
86 87
88
89 90