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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 %
VCG
2201
Vantage Consulting Group
Virginia
$509K -$69.8K -234 -12%
SA
2202
Syntax Advisors
New York
$509K -$69.8K -234 -12%
FA
2203
Financial Advisors
Massachusetts
$509K +$298 +1 +0.1%
SGK
2204
Steigerwald Gordon & Koch
Virginia
$508K -$1.49K -5 -0.3%
SI
2205
Symmetry Investments
Jersey
$508K +$150K +501 +42%
GCM
2206
Genus Capital Management
British Columbia, Canada
$507K +$507K +1,700 New
LSV Asset Management
2207
LSV Asset Management
Illinois
$507K -$29.8K -100 -6%
LCM
2208
Lazari Capital Management
California
$507K +$507K +1,699 New
SC
2209
Solstein Capital
California
$507K +$45.4K +152 +10%
SL
2210
Sentinus LLC
Illinois
$504K -$10.4K -35 -2%
CFA
2211
Cahill Financial Advisors
Minnesota
$504K +$298 +1 +0.1%
FPCG
2212
Fort Pitt Capital Group
Pennsylvania
$503K -$11.3K -38 -2%
FOA
2213
Five Oceans Advisors
California
$503K – – –
LNWTC
2214
Laird Norton Wetherby Trust Company
Washington
$501K -$895 -3 -0.2%
GAG
2215
GM Advisory Group
New York
$501K +$2.09K +7 +0.4%
CMA
2216
Cedar Mountain Advisors
Oregon
$500K +$4.48K +15 +0.9%
OFW
2217
Omnia Family Wealth
Florida
$498K – – –
EWP
2218
Elevation Wealth Partners
California
$495K – – –
FMTC
2219
Farmers & Merchants Trust Company
California
$493K +$29.8K +100 +6%
TFCP
2220
Twin Focus Capital Partners
Massachusetts
$493K -$99.4K -333 -17%
EFL
2221
ERn Financial LLC
Wisconsin
$492K -$298 -1 -0.1%
PWM
2222
Prentice Wealth Management
New York
$492K +$24.2K +81 +5%
NPA
2223
Nichols & Pratt Advisers
Massachusetts
$491K +$44.8K +150 +10%
TCBWMS
2224
Texas Capital Bank Wealth Management Services
Texas
$491K +$18.2K +61 +4%
SMWM
2225
Silvia McColl Wealth Management
California
$491K – – –
87 88
89
90 91