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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 %
AWA
2401
Alaska Wealth Advisors
Alaska
$373K -$11.9K -40 -3%
BWM
2402
Birchcreek Wealth Management
Ohio
$373K -$58.2K -195 -14%
MTC
2403
McDaniel Terry & Co
Texas
$372K +$20.9K +70 +6%
ME
2404
McIlrath & Eck
Washington
$372K – – –
MWM
2405
Merriman Wealth Management
Washington
$369K -$7.76K -26 -2%
RA
2406
Rise Advisors
New York
$369K -$25.7K -86 -7%
VP
2407
Verum Partners
North Carolina
$369K +$369K +1,235 New
IPW
2408
Inlet Private Wealth
Florida
$368K – – –
RWM
2409
Revisor Wealth Management
Ohio
$365K -$81.8K -274 -18%
MGIA
2410
Matthew Goff Investment Advisor
Texas
$365K -$4.48K -15 -1%
CIP
2411
Convergence Investment Partners
Florida
$365K -$10.8K -36 -3%
EFM
2412
E Fund Management
China
$364K -$43.3K -145 -11%
RB
2413
Rodgers Brothers
Pennsylvania
$364K – – –
KPWG
2414
KFA Private Wealth Group
Virginia
$361K -$22.7K -76 -6%
CCA
2415
Cadent Capital Advisors
Oklahoma
$361K -$2.09K -7 -0.6%
ML
2416
Mayport LLC
Massachusetts
$361K – – –
OIM
2417
Oder Investment Management
California
$361K -$39.4K -132 -10%
IAG
2418
Investmark Advisory Group
Connecticut
$360K -$29.2K -98 -8%
VFP
2419
Verus Financial Partners
Virginia
$360K -$12.3K -42 -3%
T
2420
TCWP
Ohio
$358K -$163K -545 -31%
BBWP
2421
Beacon Bridge Wealth Partners
Pennsylvania
$357K -$8.06K -27 -2%
DCM
2422
Deuterium Capital Management
Florida
$357K +$357K +1,197 New
MIM
2423
Morningstar Investment Management
Illinois
$357K – – –
LCS
2424
Levin Capital Strategies
New York
$357K – – –
NCM
2425
Northside Capital Management
Oregon
$356K – – –
95 96
97
98 99