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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 %
SFA
2276
Source Financial Advisors
New York
$417K -$20.7K -74 -5%
AAM
2277
Aureus Asset Management
Massachusetts
$416K -$36.6K -131 -8%
VT
2278
Vise Technologies
New York
$416K +$54K +193 +15%
APA
2279
Astoria Portfolio Advisors
New York
$415K +$16.4K +58 +4%
BS
2280
Bessemer Securities
New York
$413K – – –
AWAP
2281
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$413K -$14K -50 -3%
FAT
2282
First American Trust
California
$412K -$217K -774 -34%
SAM
2283
Summit Asset Management
Tennessee
$412K -$14K -50 -3%
PCMC
2284
Private Capital Management (Colorado)
Colorado
$411K +$17.9K +64 +5%
RWA
2285
Redhawk Wealth Advisors
Minnesota
$411K +$18.2K +65 +5%
HIC
2286
Hartline Investment Corp
Illinois
$408K – – –
JGC
2287
J. Goldman & Co
New York
$408K +$408K +1,460 New
MC
2288
Montag & Caldwell
Georgia
$408K +$6.99K +25 +2%
SPWG
2289
Sage Private Wealth Group
Illinois
$408K -$39.7K -142 -9%
C
2290
CEDRUS
Colorado
$407K -$27.7K -99 -6%
NPPM
2291
North Point Portfolio Managers
Ohio
$407K – – –
PFA
2292
Pettinga Financial Advisors
Indiana
$406K +$1.68K +6 +0.4%
NFW
2293
Noble Family Wealth
Florida
$405K +$405K +1,450 New
EBA
2294
Eagle Bay Advisors
New York
$405K -$52K -186 -11%
MSCM
2295
McElhenny Sheffield Capital Management
Texas
$404K +$102K +362 +34%
AFG
2296
AFS Financial Group
Maryland
$404K -$10.1K -36 -2%
BWM
2297
Birchcreek Wealth Management
Ohio
$404K +$75.7K +271 +23%
GA
2298
Geller Advisors
New York
$403K +$116K +415 +40%
WA
2299
Wealth Architects
California
$403K +$280 +1 +0.1%
I2I
2300
Insight 2811 Inc
Illinois
$403K -$5.87K -21 -1%
90 91
92
93 94