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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 %
FWA
2326
FSM Wealth Advisors
Ohio
$385K +$29.4K +105 +8%
MF
2327
Meridian Financial
Massachusetts
$385K -$7.55K -27 -2%
HFM
2328
Hartford Funds Management
Pennsylvania
$383K +$11.5K +41 +3%
MRWM
2329
ML&R Wealth Management
Texas
$383K +$383K +1,369 New
SSW
2330
Stone Summit Wealth
Florida
$383K -$13.1K -47 -3%
CWA
2331
Consilium Wealth Advisory
Texas
$382K – – –
EFM
2332
E Fund Management
China
$382K -$14K -50 -4%
WAS
2333
Winch Advisory Services
Wisconsin
$382K +$559 +2 +0.1%
CYG
2334
Clean Yield Group
Vermont
$382K -$14.3K -51 -4%
HPIA
2335
Hamilton Point Investment Advisors
North Carolina
$381K +$381K +1,364 New
BOS
2336
Bank of Stockton
California
$381K -$4.19K -15 -1%
SRC
2337
Stone Run Capital
New York
$380K -$28K -100 -7%
AIC
2338
Archer Investment Corporation
Indiana
$380K – – –
BLC
2339
Brown, Lisle/Cummings
Rhode Island
$379K – – –
SPP
2340
Single Point Partners
Massachusetts
$377K +$2.52K +9 +0.7%
CFO
2341
CVA Family Office
Colorado
$377K +$14K +50 +4%
EL
2342
Essex LLC
Illinois
$377K – – –
VFP
2343
Verus Financial Partners
Virginia
$376K -$16.8K -57 -4%
CIC
2344
Chase Investment Counsel
Virginia
$375K +$32.4K +116 +9%
OIM
2345
Oder Investment Management
California
$375K -$90.9K -325 -20%
AWS
2346
Arkfeld Wealth Strategies
Nebraska
$375K – – –
OL
2347
Optas LLC
Texas
$374K +$24K +86 +7%
PCMC
2348
Paragon Capital Management (Colorado)
Colorado
$374K – – –
MCP
2349
Mirador Capital Partners
California
$374K +$1.12K +4 +0.3%
PCM
2350
Poehling Capital Management
Wisconsin
$374K +$15.1K +54 +4%
92 93
94
95 96