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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 %
EI
2301
Ellevest Inc
New York
$402K +$9.51K +34 +2%
WG
2302
Watchman Group
Texas
$402K -$14K -50 -3%
AW
2303
Alaethes Wealth
Nevada
$401K +$118K +423 +42%
LIA
2304
LBMC Investment Advisors
Tennessee
$400K +$1.4K +5 +0.4%
NJBEST
2305
New Jersey Better Educational Savings Trust
New Jersey
$399K – – –
C
2306
Certuity
Florida
$399K +$49.5K +177 +14%
GFL
2307
Granite FO LLC
New Hampshire
$399K +$399K +1,349 New
LGG
2308
Luts & Greenleigh Group
Maryland
$398K +$1.68K +6 +0.4%
CAGAS
2309
Capital Advisory Group Advisory Services
Minnesota
$398K +$4.75K +17 +1%
SRG
2310
SBB Research Group
Illinois
$397K +$1.96K +7 +0.5%
PAM
2311
Peak Asset Management
Colorado
$396K +$137K +490 +53%
FCAG
2312
First Capital Advisors Group
New Jersey
$394K -$11.2K -40 -3%
KFS
2313
Kelly Financial Services
Massachusetts
$394K +$1.12K +4 +0.3%
AFAS
2314
Acorn Financial Advisory Services
Virginia
$393K +$280 +1 +0.1%
HFP
2315
Holistic Financial Partners
Indiana
$393K +$18.5K +66 +5%
AFT
2316
Alpha Family Trust
California
$393K – – –
CWM
2317
Curi Wealth Management
North Carolina
$393K -$64.3K -230 -14%
OFS
2318
OneAscent Financial Services
Alabama
$391K +$73.5K +263 +23%
WCM
2319
Wedge Capital Management
North Carolina
$390K +$21.3K +76 +6%
CCP
2320
Cassia Capital Partners
North Carolina
$389K -$7.83K -28 -2%
BF
2321
Brogan Financial
Tennessee
$388K – – –
MGWM
2322
Marks Group Wealth Management
Minnesota
$387K +$26.3K +94 +7%
KOC
2323
Koss-Olinger Consulting
Florida
$386K +$32.1K +115 +9%
NCM
2324
Novare Capital Management
North Carolina
$386K -$17.9K -64 -4%
RW
2325
REDW Wealth
New Mexico
$386K +$69.3K +248 +22%
91 92
93
94 95