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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 %
PA
2451
Parkside Advisors
California
$322K +$21.3K +76 +7%
FP
2452
Financial Perspectives
Minnesota
$322K -$47K -168 -13%
AW
2453
Atlas Wealth
Ohio
$322K – – –
AA
2454
Alesco Advisors
New York
$321K +$42.5K +152 +15%
XSC
2455
X-Square Capital
Puerto Rico
$321K -$125K -447 -28%
DJYG
2456
David J. Yvars Group
Florida
$321K – – –
CISOA
2457
Capital Investment Services of America
Wisconsin
$321K -$11.2K -40 -3%
RWB
2458
RMR Wealth Builders
New Jersey
$320K +$64K +229 +25%
MGAM
2459
McGowan Group Asset Management
Texas
$320K +$92.8K +332 +41%
DIP
2460
DT Investment Partners
Pennsylvania
$320K – – –
BWM
2461
BNC Wealth Management
Oregon
$320K +$559 +2 +0.2%
SRC
2462
Sage Rhino Capital
California
$320K +$21.8K +78 +7%
GA
2463
Greytown Advisors
Florida
$319K -$71K -254 -18%
TIA
2464
Traphagen Investment Advisors
New Jersey
$319K +$6.71K +24 +2%
SCM
2465
Seascape Capital Management
New Hampshire
$318K -$60.7K -217 -16%
NFSG
2466
Newbridge Financial Services Group
Florida
$317K -$11.2K -40 -3%
MIM
2467
MTM Investment Management
South Carolina
$317K +$9.79K +35 +3%
PWA
2468
Phoenix Wealth Advisors
North Carolina
$317K – – –
AA
2469
AlphaMark Advisors
Kentucky
$317K +$4.19K +15 +1%
EBWM
2470
Eagle Bluffs Wealth Management
Missouri
$317K +$8.11K +29 +3%
CWS
2471
Cypress Wealth Services
California
$316K +$280 +1 +0.1%
BCMLT
2472
Beacon Capital Management LLC (Tennessee)
Tennessee
$315K -$1.4K -5 -0.4%
GWAM
2473
Guardian Wealth Advisors (Minnesota)
Minnesota
$315K +$17.3K +62 +6%
FCA
2474
FinTrust Capital Advisors
South Carolina
$315K – – –
SAM
2475
Satovsky Asset Management
New York
$315K +$1.96K +7 +0.6%
97 98
99
100 101