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McDonald's
MCD

Overview Fund Activity

2,979 hedge funds and large institutions have $131B invested in McDonald's in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,219 increasing their positions, 1,149 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,979
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
47.5%
Holding in Top 10
103
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.94%
% of All Funds
1.64%
New
159
Increased
1,219
Reduced
1,149
Closed
137
Calls
$2.1B
Puts
$1.91B
Net Calls
+$192M
Net Calls Change
-$603M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$300M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$340M
3
Bank of America
Bank of America
North Carolina
$3.32B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$308M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$81.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.18B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.7M
4
AIM
Alphinity Investment Management
Australia
$0
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
226
USS Investment Management
United Kingdom
$45.2M +$566K +2,149 +1%
TAM
227
Tocqueville Asset Management
New York
$44.5M -$2.61M -9,916 -6%
ICG
228
InterOcean Capital Group
Tennessee
$44.2M +$1.2M +4,543 +3%
CPSAC
229
Chas P. Smith & Associates (CPS)
Florida
$43.9M -$860K -3,264 -2%
Allianz Asset Management
230
Allianz Asset Management
Germany
$43.8M +$5.27M +20,008 +14%
OWP
231
Obermeyer Wealth Partners
Colorado
$43.5M -$766K -2,909 -2%
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$43.4M -$7.42M -28,154 -15%
TAM
233
Troy Asset Management
United Kingdom
$43.2M -$805K -3,054 -2%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$42.9M -$362K -1,374 -0.8%
BC
235
Bartlett & Co
Ohio
$42.9M -$362K -1,374 -0.8%
FRAF
236
Första AP-fonden
Sweden
$42.5M +$79K +300 +0.2%
FAF
237
Fjarde Ap-fonden
Sweden
$42.4M -$1.61M -6,100 -4%
BTCPP
238
Border to Coast Pensions Partnership
United Kingdom
$42M -$3.02M -11,369 -7%
CCMG
239
Clark Capital Management Group
Pennsylvania
$41.2M +$298K +1,131 +0.7%
CDH
240
Charles D. Hyman
$40.8M +$26.6K +101 +0.1%
VRS
241
Virginia Retirement Systems
Virginia
$40.7M +$7.75M +29,400 +24%
Brown Advisory
242
Brown Advisory
Maryland
$40.7M -$113K -430 -0.3%
CAN
243
Cetera Advisor Networks
California
$40.4M +$1.56M +5,932 +4%
RMA
244
Roffman Miller Associates
Pennsylvania
$40.4M +$383K +1,454 +1%
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$39.8M +$1.98M +7,531 +5%
TPSF
246
Texas Permanent School Fund
Texas
$39.7M -$662K -2,514 -2%
ST
247
Sabal Trust
Florida
$39.5M -$580K -2,203 -1%
EDRH
248
Edmond de Rothschild Holding
Switzerland
$39.3M +$16.6M +63,100 +73%
ACM
249
Advisors Capital Management
New Jersey
$38.6M +$1.47M +5,562 +4%
COPPSERS
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$38.6M +$5.06M +19,200 +15%
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