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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 %
HCM
2501
Hutchinson Capital Management
California
$308K +$263 +1 +0.1%
SFG
2502
Sunburst Financial Group
Alabama
$308K -$49.8K -189 -14%
PPC
2503
Park Place Capital
Alabama
$307K -$499K -1,894 -62%
OPTFSNA
2504
Old Point Trust & Financial Services N A
Virginia
$307K – – –
SIS
2505
Sound Income Strategies
Florida
$306K -$26.6K -101 -8%
CS
2506
Crescent Sterling
Louisiana
$306K -$43.5K -165 -12%
SAM
2507
Satovsky Asset Management
New York
$306K +$1.58K +6 +0.5%
BMA
2508
Brooks Moore & Associates
Tennessee
$306K – – –
SOS
2509
Silver Oak Securities
Tennessee
$306K -$78K -296 -20%
VC
2510
Vicus Capital
Pennsylvania
$306K +$306K +1,160 New
PWAC
2511
Private Wealth Advisors (California)
California
$305K -$2.37K -9 -0.8%
VFP
2512
Verus Financial Partners
Virginia
$305K – – –
PCIG
2513
Partners Capital Investment Group
Massachusetts
$305K +$31.9K +121 +12%
CS
2514
Capital Square
Tennessee
$305K +$33.3K +130 +12%
BLC
2515
Brown, Lisle/Cummings
Rhode Island
$304K – – –
NRW
2516
Nova R Wealth
Kansas
$304K – – –
TCBWMS
2517
Texas Capital Bank Wealth Management Services
Texas
$304K -$129K -491 -30%
JSC
2518
Jackson Square Capital
California
$304K -$301K -1,143 -50%
SFWA
2519
Summit Financial Wealth Advisors
Louisiana
$303K – – –
TF
2520
Trek Financial
Arizona
$303K -$599K -2,276 -66%
PA
2521
Parkside Advisors
California
$303K – – –
AW
2522
Atlas Wealth
Ohio
$303K – – –
MGAM
2523
McGowan Group Asset Management
Texas
$303K -$26.9K -102 -8%
TIM
2524
Tortoise Investment Management
New York
$303K +$527 +2 +0.2%
AA
2525
Alesco Advisors
New York
$303K – – –
99 100
101
102 103