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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 %
BCM
2276
Bienville Capital Management
New York
$448K – – –
PIMG
2277
Patriot Investment Management Group
Tennessee
$447K – – –
AIM
2278
Aspen Investment Management
Michigan
$447K +$447K +1,497 New
HP
2279
Hyperion Partners
Pennsylvania
$446K +$298 +1 +0.1%
AFG
2280
Atomi Financial Group
New York
$445K +$150K +501 +51%
AAM
2281
Aureus Asset Management
Massachusetts
$444K +$298 +1 +0.1%
IIL
2282
Insight Inv LLC
California
$443K -$2.98K -10 -0.7%
PWA
2283
Providence Wealth Advisors
Illinois
$443K – – –
SIM
2284
SSI Investment Management
California
$443K -$71K -238 -14%
6F
2285
626 Financial
Michigan
$443K -$2.98K -10 -0.7%
CAP
2286
Columbia Advisory Partners
Washington
$442K -$7.16K -24 -2%
AFG
2287
Allegheny Financial Group
Pennsylvania
$442K -$139K -465 -24%
AWAP
2288
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$441K – – –
EI
2289
Ellevest Inc
New York
$441K +$12.2K +41 +3%
SAM
2290
Summit Asset Management
Tennessee
$440K +$298 +1 +0.1%
APA
2291
Astoria Portfolio Advisors
New York
$439K +$5.02K +17 +1%
IF
2292
Insight Folios
North Carolina
$439K -$14K -47 -3%
TA
2293
TFB Advisors
Kansas
$438K -$11K -37 -2%
SOS
2294
Silver Oak Securities
Tennessee
$435K +$56.7K +190 +15%
NCM
2295
Novare Capital Management
North Carolina
$434K +$22.7K +76 +6%
NPPM
2296
North Point Portfolio Managers
Ohio
$434K – – –
I2I
2297
Insight 2811 Inc
Illinois
$434K +$4.48K +15 +1%
AW
2298
Alaethes Wealth
Nevada
$434K +$6.27K +21 +1%
CFO
2299
CVA Family Office
Colorado
$434K +$31.9K +107 +8%
C
2300
CEDRUS
Colorado
$433K -$1.49K -5 -0.3%
90 91
92
93 94