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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 %
GG
2226
Golden Green
South Carolina
$490K +$490K +1,643 New
D
2227
Dentgroup
Louisiana
$489K – – –
CWA
2228
CJM Wealth Advisers
Virginia
$489K +$298 +1 +0.1%
BIC
2229
Beach Investment Counsel
Pennsylvania
$488K – – –
CGH
2230
CMG Global Holdings
Texas
$487K -$15.5K -52 -3%
HNWAG
2231
High Net Worth Advisory Group
Florida
$487K -$241K -808 -33%
PIAS
2232
PCA Investment Advisory Services
Ohio
$486K +$12.5K +42 +3%
CPRC
2233
Consolidated Portfolio Review Corp
New York
$485K +$895 +3 +0.2%
MAM
2234
McLean Asset Management
Virginia
$485K +$298 +1 +0.1%
KWM
2235
Kolinsky Wealth Management
New Jersey
$485K +$7.95K +27 +2%
CMTU
2236
Capital Markets Trading (UK)
United Kingdom
$485K -$29.8K -100 -6%
VFPI
2237
Vantage Financial Partners (Illinois)
Illinois
$485K -$44.8K -150 -8%
SFA
2238
Source Financial Advisors
New York
$484K +$39.1K +131 +9%
CCM
2239
Carlson Capital Management
Minnesota
$484K +$298 +1 +0.1%
DU
2240
Delphia (USA)
Ontario, Canada
$483K -$173K -581 -26%
RA
2241
Riversedge Advisors
Delaware
$483K +$1.79K +6 +0.4%
FHC
2242
First Heartland Consultants
Missouri
$482K +$299 +1 +0.1%
AWM
2243
Affinity Wealth Management
Delaware
$482K +$298 +1 +0.1%
LSIA
2244
LaSalle St. Investment Advisors
Illinois
$481K -$20.3K -68 -4%
HFM
2245
Hartford Funds Management
Pennsylvania
$479K +$70.7K +237 +17%
PWA
2246
Physician Wealth Advisors
Utah
$477K +$1.47K +5 +0.3%
GS
2247
GTS Securities
New York
$477K +$477K +1,597 New
LL
2248
LWMG LLC
Minnesota
$475K +$3.88K +13 +0.8%
HHGA
2249
Halbert Hargrove Global Advisors
California
$474K -$470K -1,575 -50%
WPC
2250
Waters Parkerson & Co
Louisiana
$472K – – –
88 89
90
91 92