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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
+$208M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$207M
3
Bank of America
Bank of America
North Carolina
+$204M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$168M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$604M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$298M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$268M
4
AIM
Alphinity Investment Management
Australia
-$243M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
2476
CEDRUS
Colorado
$319K -$63.2K -240 -17%
ML
2477
Mayport LLC
Massachusetts
$319K – – –
OIM
2478
Oder Investment Management
California
$318K – – –
MPW
2479
Monterey Private Wealth
California
$318K +$5.27K +20 +2%
IAG
2480
Investmark Advisory Group
Connecticut
$317K -$790 -3 -0.2%
PG
2481
Prostatis Group
Maryland
$316K -$39.9M -136,788 -99%
T
2482
TCWP
Ohio
$316K +$527 +2 +0.2%
GSAM
2483
Grant Street Asset Management
Pennsylvania
$316K -$14.2K -54 -4%
LCS
2484
Levin Capital Strategies
New York
$315K – – –
MIM
2485
Morningstar Investment Management
Illinois
$315K – – –
TA
2486
TKG Advisors
Indiana
$314K -$227K -862 -42%
NCM
2487
Northside Capital Management
Oregon
$314K – – –
Financial Engines Advisors
2488
Financial Engines Advisors
California
$314K +$101K +382 +47%
GB
2489
Goepper Burkhardt
South Carolina
$313K – – –
OR
2490
Olympiad Research
Connecticut
$313K +$313K +1,190 New
VAG
2491
VisionPoint Advisory Group
Texas
$313K +$272K +1,034 +667%
CFGSD
2492
Compass Financial Group (South Dakota)
South Dakota
$313K -$264 -1 -0.1%
CWM
2493
Curi Wealth Management
North Carolina
$312K -$41.6K -158 -12%
WOC
2494
West Oak Capital
California
$312K – – –
BP
2495
Broadleaf Partners
Ohio
$311K – – –
TWP
2496
Tempus Wealth Planning
California
$311K -$18.7K -71 -6%
AIP
2497
Almanack Investment Partners
Pennsylvania
$310K -$551K -2,089 -64%
NCM
2498
Northwest Capital Management
Oregon
$310K +$527 +2 +0.2%
NECFA
2499
New England Capital Financial Advisors
Connecticut
$310K +$527 +2 +0.2%
MFG
2500
Midwest Financial Group
Kansas
$309K +$263 +1 +0.1%
98 99
100
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