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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 %
CWM
2351
Curi Wealth Management
North Carolina
$400K -$18.5K -62 -4%
PCMC
2352
Paragon Capital Management (Colorado)
Colorado
$399K – – –
PCM
2353
Poehling Capital Management
Wisconsin
$399K +$298 +1 +0.1%
CWM
2354
Chemistry Wealth Management
New York
$398K +$15.2K +51 +4%
WE
2355
Wealth Effects
Massachusetts
$398K – – –
WAOI
2356
Wealth Advisors of Iowa
Iowa
$396K +$34.3K +115 +9%
CS
2357
Crescent Sterling
Louisiana
$396K +$29.8K +100 +8%
MAA
2358
Matrix Asset Advisors
New York
$396K +$167K +559 +73%
OL
2359
Optas LLC
Texas
$395K -$4.78K -16 -1%
RRCM
2360
Rappaport Reiches Capital Management
Illinois
$394K -$57.9K -194 -13%
AFAS
2361
Acorn Financial Advisory Services
Virginia
$393K -$27.2K -91 -6%
PSP
2362
Pacific Sage Partners
Washington
$391K – – –
CCP
2363
Carmel Capital Partners
California
$391K +$11K +37 +3%
BA
2364
Ballast Advisors
Minnesota
$391K -$4.48K -15 -1%
EGA
2365
E&G Advisors
Texas
$390K +$11.9K +40 +3%
LJAC
2366
L.J. Altfest & Co
New York
$390K -$1.2K -4 -0.3%
TAM
2367
Titleist Asset Management
Texas
$389K -$97K -325 -20%
BS
2368
Bessemer Securities
New York
$389K -$52.2K -175 -12%
LFA
2369
LGT Financial Advisors
Texas
$389K +$1.49K +5 +0.4%
CA
2370
Carson Advisory
Georgia
$388K +$298 +1 +0.1%
TAM
2371
Trillium Asset Management
Massachusetts
$388K -$68.6K -230 -15%
OKSA
2372
O'Keefe Stevens Advisory
New York
$388K – – –
GF
2373
Gries Financial
Ohio
$388K +$38.8K +130 +11%
TIA
2374
Traphagen Investment Advisors
New Jersey
$387K +$47.2K +158 +14%
HFG
2375
Heron Financial Group
New York
$387K – – –
93 94
95
96 97