MCD icon

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 %
PCA
2376
Pallas Capital Advisors
Massachusetts
$359K +$83K +283 +30%
CWM
2377
Chemistry Wealth Management
New York
$359K +$51.7K +185 +17%
EIA
2378
Edgemoor Investment Advisors
Maryland
$357K +$137K +491 +62%
TCM
2379
Tufton Capital Management
Maryland
$357K – – –
TA
2380
TrueWealth Advisors
Alabama
$356K +$52.6K +188 +17%
CCP
2381
Carmel Capital Partners
California
$356K +$3.64K +13 +1%
SWIG
2382
Strategic Wealth Investment Group
Kentucky
$356K +$109K +390 +44%
CMP
2383
Courage Miller Partners
Virginia
$355K +$108K +388 +44%
EGA
2384
E&G Advisors
Texas
$354K -$55.9K -200 -14%
SOS
2385
Silver Oak Securities
Tennessee
$354K +$73.2K +262 +26%
MWM
2386
Merriman Wealth Management
Washington
$353K +$280 +1 +0.1%
RWA
2387
Rooted Wealth Advisors
Illinois
$353K +$45.1K +156 +15%
CIP
2388
Convergence Investment Partners
Florida
$352K -$3.64K -13 -1%
BBW
2389
Blue Barn Wealth
Utah
$352K -$22.9K -82 -6%
SWMP
2390
Signature Wealth Management Partners
New Jersey
$351K – – –
TPW
2391
Tiller Private Wealth
Pennsylvania
$351K – – –
CAM
2392
Concorde Asset Management
Michigan
$351K -$63.8K -228 -15%
SFG
2393
Sunburst Financial Group
Alabama
$350K – – –
OPPS
2394
Obsidian Personal Planning Solutions
Maryland
$350K +$85.6K +306 +32%
TWP
2395
Tempus Wealth Planning
California
$350K -$8.95K -32 -2%
GSIAS
2396
Garden State Investment Advisory Services
New Jersey
$349K -$1.96K -7 -0.6%
ME
2397
McIlrath & Eck
Washington
$348K +$134K +478 +62%
EVM
2398
Evelyn V. Moreno
$347K -$28K -100 -7%
MGIA
2399
Matthew Goff Investment Advisor
Texas
$346K -$2.24K -8 -0.6%
PWMG
2400
Provence Wealth Management Group
California
$346K +$79.1K +283 +30%
94 95
96
97 98