MCD icon

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 %
CAAM
2426
Cornerstone Advisors Asset Management
Pennsylvania
$355K +$4.78K +16 +1%
GB
2427
Goepper Burkhardt
South Carolina
$355K +$1.79K +6 +0.5%
CFGSD
2428
Compass Financial Group (South Dakota)
South Dakota
$355K – – –
MPW
2429
Monterey Private Wealth
California
$355K -$7.76K -26 -2%
CCFM
2430
Clear Creek Financial Management
Washington
$355K – – –
WOC
2431
West Oak Capital
California
$353K -$14.9K -50 -4%
GAB
2432
German American Bancorp
Indiana
$352K -$6.27K -21 -2%
BP
2433
Broadleaf Partners
Ohio
$352K – – –
TIM
2434
Total Investment Management
Arizona
$351K +$6.27K +21 +2%
NCM
2435
Northwest Capital Management
Oregon
$351K +$895 +3 +0.3%
DCBT
2436
Dakota Community Bank & Trust
North Dakota
$350K -$38.2K -128 -10%
NECFA
2437
New England Capital Financial Advisors
Connecticut
$350K +$597 +2 +0.2%
MFG
2438
Midwest Financial Group
Kansas
$350K – – –
PWAC
2439
Private Wealth Advisors (California)
California
$349K +$1.79K +6 +0.5%
NRC
2440
New Republic Capital
North Carolina
$349K +$52.5K +176 +18%
HCM
2441
Hutchinson Capital Management
California
$349K +$298 +1 +0.1%
OPTFSNA
2442
Old Point Trust & Financial Services N A
Virginia
$347K – – –
BMA
2443
Brooks Moore & Associates
Tennessee
$347K – – –
RAM
2444
Redmond Asset Management
Virginia
$346K – – –
CC
2445
Callan Capital
California
$346K -$195K -655 -36%
PCH
2446
PGIM Custom Harvest
New Jersey
$345K -$377K -1,264 -52%
CAM
2447
Claret Asset Management
Quebec, Canada
$345K -$4.18K -14 -1%
SAM
2448
Satovsky Asset Management
New York
$345K +$9.25K +31 +3%
BLC
2449
Brown, Lisle/Cummings
Rhode Island
$345K -$60K -201 -15%
NRW
2450
Nova R Wealth
Kansas
$345K – – –
96 97
98
99 100