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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 %
LSIA
2201
LaSalle St. Investment Advisors
Illinois
$469K +$156K +559 +50%
GAG
2202
GM Advisory Group
New York
$467K +$31K +111 +7%
OFW
2203
Omnia Family Wealth
Florida
$467K – – –
JJBC
2204
James J. Burns & Company
New York
$465K +$465K +1,663 New
CMA
2205
Cedar Mountain Advisors
Oregon
$464K – – –
EWP
2206
Elevation Wealth Partners
California
$464K +$464K +1,660 New
JBA
2207
Johnson Bixby & Associates
Washington
$463K -$21.3K -76 -4%
ACP
2208
Aveo Capital Partners
Colorado
$463K +$53.1K +190 +13%
SIS
2209
Sound Income Strategies
Florida
$463K +$20.1K +72 +5%
VC
2210
Veracity Capital
Georgia
$462K -$26.3K -94 -5%
TWA
2211
Talisman Wealth Advisors
New Jersey
$462K +$103K +367 +29%
EFL
2212
ERn Financial LLC
Wisconsin
$461K +$7.83K +28 +2%
SMWM
2213
Silvia McColl Wealth Management
California
$460K +$10.6K +38 +2%
PSCM
2214
Per Stirling Capital Management
Texas
$459K +$12.9K +46 +3%
D
2215
Dentgroup
Louisiana
$459K – – –
CWA
2216
CJM Wealth Advisers
Virginia
$458K +$559 +2 +0.1%
FAM
2217
Flaharty Asset Management
Florida
$457K +$15.1K +54 +3%
BIC
2218
Beach Investment Counsel
Pennsylvania
$457K – – –
WC
2219
Waterloo Capital
Texas
$456K +$456K +1,632 New
TAM
2220
Titleist Asset Management
Texas
$455K +$455K +1,629 New
RB
2221
Richmond Brothers
Michigan
$455K -$78.8K -282 -15%
ACM
2222
Acrisure Capital Management
Texas
$455K -$723K -2,586 -61%
MAM
2223
McLean Asset Management
Virginia
$454K -$22.1K -79 -5%
CPRC
2224
Consolidated Portfolio Review Corp
New York
$454K +$454K +1,624 New
KWM
2225
Kolinsky Wealth Management
New Jersey
$453K +$85.5K +306 +23%
87 88
89
90 91