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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 %
WE
2351
Wealth Effects
Massachusetts
$373K – – –
LA
2352
Legacy Advisors
Pennsylvania
$371K +$47.5K +170 +15%
BA
2353
Ballast Advisors
Minnesota
$370K +$4.19K +15 +1%
RA
2354
Rise Advisors
New York
$370K +$46.7K +167 +14%
CS
2355
Capital Square
Tennessee
$368K – – –
PSP
2356
Pacific Sage Partners
Washington
$367K -$22.1K -79 -6%
LJAC
2357
L.J. Altfest & Co
New York
$366K -$839 -3 -0.2%
FFA
2358
Farther Finance Advisors
California
$365K +$113K +404 +45%
AT
2359
Arvest Trust
Oklahoma
$365K +$37.5K +134 +11%
IAG
2360
Investmark Advisory Group
Connecticut
$364K +$1.4K +5 +0.4%
DCBT
2361
Dakota Community Bank & Trust
North Dakota
$364K +$2.24K +8 +0.6%
AWM
2362
Avaii Wealth Management
Wisconsin
$364K +$1.68K +6 +0.5%
OKSA
2363
O'Keefe Stevens Advisory
New York
$363K – – –
CA
2364
Carson Advisory
Georgia
$363K +$280 +1 +0.1%
HFG
2365
Heron Financial Group
New York
$363K +$54.5K +195 +18%
LFA
2366
LGT Financial Advisors
Texas
$363K +$1.68K +6 +0.5%
KIG
2367
Kennedy Investment Group
New Jersey
$362K +$2.8K +10 +0.8%
BW
2368
BIP Wealth
Georgia
$362K +$362K +1,294 New
AIA
2369
Allied Investment Advisors
Montana
$362K – – –
GAM
2370
GEM Asset Management
Michigan
$361K -$2.24K -8 -0.6%
AWA
2371
Alaska Wealth Advisors
Alaska
$361K – – –
HWM
2372
Hemington Wealth Management
Virginia
$360K – – –
LWM
2373
Lodestone Wealth Management
Washington
$360K -$7.83K -28 -2%
KPWG
2374
KFA Private Wealth Group
Virginia
$360K +$75.5K +270 +27%
UF
2375
Univest Financial
Pennsylvania
$360K +$42.5K +152 +13%
93 94
95
96 97