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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 %
CCM
2226
Carlson Capital Management
Minnesota
$453K -$1.68K -6 -0.4%
PIA
2227
Perennial Investment Advisors
California
$453K +$105K +376 +30%
CIA
2228
Caerus Investment Advisors
Texas
$453K – – –
QPWM
2229
Quadrant Private Wealth Management
Pennsylvania
$452K +$12K +43 +3%
TAM
2230
Trillium Asset Management
Massachusetts
$452K +$5.02K +17 +1%
FHC
2231
First Heartland Consultants
Missouri
$451K -$21K -75 -4%
AWM
2232
Affinity Wealth Management
Delaware
$451K +$21K +75 +5%
CG
2233
Clarus Group
Texas
$451K +$1.12K +4 +0.2%
RA
2234
Riversedge Advisors
Delaware
$450K +$85.8K +307 +24%
MWM
2235
Moran Wealth Management
Florida
$448K -$107K -384 -19%
RCG
2236
Rock Creek Group
District of Columbia
$444K -$43.9K -157 -9%
PIAS
2237
PCA Investment Advisory Services
Ohio
$443K +$443K +1,585 New
TCBWMS
2238
Texas Capital Bank Wealth Management Services
Texas
$443K – – –
WPC
2239
Waters Parkerson & Co
Louisiana
$442K – – –
GIM
2240
Groesbeck Investment Management
New Jersey
$442K +$172K +615 +64%
LL
2241
LWMG LLC
Minnesota
$441K -$46.7K -167 -10%
PWM
2242
Prentice Wealth Management
New York
$438K +$13.7K +49 +3%
PFA
2243
Pathway Financial Advisors
Vermont
$438K – – –
PCM
2244
Princeton Capital Management
New Jersey
$436K -$839 -3 -0.2%
UC
2245
Unio Capital
New Jersey
$435K -$133K -475 -23%
FNBSF
2246
First National Bank Sioux Falls
South Dakota
$435K – – –
FMTC
2247
Farmers & Merchants Trust Company
California
$434K +$23.5K +84 +6%
DWM
2248
Drive Wealth Management
Utah
$434K +$56.5K +202 +15%
PWA
2249
Providence Wealth Advisors
Illinois
$434K +$10.2K +35 +2%
WLPWM
2250
Walled Lake Planning & Wealth Management
Illinois
$433K +$433K +1,548 New
88 89
90
91 92