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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 %
BP
2426
Broadleaf Partners
Ohio
$330K – – –
MTC
2427
McDaniel Terry & Co
Texas
$329K – – –
ETIA
2428
Epic Trust Investment Advisors
Washington
$329K +$114K +407 +53%
CAAM
2429
Cornerstone Advisors Asset Management
Pennsylvania
$329K -$11.2K -40 -3%
OPCM
2430
Osborne Partners Capital Management
California
$329K +$35.8K +128 +12%
NCM
2431
Northwest Capital Management
Oregon
$328K +$48.7K +174 +17%
BFAG
2432
Blackston Financial Advisory Group
Florida
$328K -$6.71K -24 -2%
MFG
2433
Midwest Financial Group
Kansas
$328K +$328K +1,174 New
NECFA
2434
New England Capital Financial Advisors
Connecticut
$328K +$839 +3 +0.3%
SFWA
2435
Summit Financial Wealth Advisors
Louisiana
$327K – – –
GF
2436
Gries Financial
Ohio
$327K -$33.6K -120 -9%
CAM
2437
Claret Asset Management
Quebec, Canada
$327K – – –
SIC
2438
Sigma Investment Counselors
Michigan
$327K +$59.6K +213 +22%
HCM
2439
Hutchinson Capital Management
California
$326K +$559 +2 +0.2%
MAC
2440
Mason & Associates (California)
California
$326K – – –
OPTFSNA
2441
Old Point Trust & Financial Services N A
Virginia
$325K – – –
GCM
2442
Goldstream Capital Management
Hong Kong
$325K +$325K +1,163 New
PWAC
2443
Private Wealth Advisors (California)
California
$325K -$839 -3 -0.3%
BMA
2444
Brooks Moore & Associates
Tennessee
$325K -$42K -150 -11%
MF
2445
Manchester Financial
California
$324K +$280 +1 +0.1%
RAM
2446
Redmond Asset Management
Virginia
$324K – – –
TIM
2447
Total Investment Management
Arizona
$323K – – –
EWM
2448
Endurance Wealth Management
Rhode Island
$323K +$140K +500 +76%
NRW
2449
Nova R Wealth
Kansas
$323K – – –
BCM
2450
Brooktree Capital Management
Michigan
$323K -$147K -525 -31%
96 97
98
99 100