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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 %
PWA
2526
Phoenix Wealth Advisors
North Carolina
$302K +$3.43K +13 +1%
CISOA
2527
Capital Investment Services of America
Wisconsin
$302K – – –
FNA
2528
First National Advisers
Nebraska
$302K +$104K +395 +53%
FBC
2529
Fairfield, Bush & Co
Connecticut
$301K -$5.27M -20,000 -95%
BWM
2530
Birchcreek Wealth Management
Ohio
$300K -$28.7K -109 -9%
HWM
2531
Hemington Wealth Management
Virginia
$300K -$32.1K -122 -10%
EFM
2532
E Fund Management
China
$300K -$21.6K -82 -7%
SCM
2533
Seascape Capital Management
New Hampshire
$300K +$263 +1 +0.1%
AFM
2534
Armstrong Fleming & Moore
District of Columbia
$300K – – –
P
2535
&Partners
Tennessee
$299K +$527 +2 +0.2%
MIM
2536
MTM Investment Management
South Carolina
$299K +$263 +1 +0.1%
CCM
2537
Canal Capital Management
Virginia
$299K – – –
AA
2538
AlphaMark Advisors
Kentucky
$299K – – –
BFAG
2539
Blackston Financial Advisory Group
Florida
$299K +$11.6K +44 +4%
EBWM
2540
Eagle Bluffs Wealth Management
Missouri
$298K – – –
MAA
2541
Matrix Asset Advisors
New York
$298K -$51.6K -196 -15%
KBFS
2542
Kohmann Bosshard Financial Services
Ohio
$296K – – –
TFM
2543
TFC Financial Management
Massachusetts
$296K +$110K +418 +59%
EF
2544
Empirical Finance
Pennsylvania
$296K – – –
AFG
2545
Arkansas Financial Group
Arkansas
$296K +$26.3K +100 +10%
HCP
2546
Holt Capital Partners
Texas
$295K – – –
DCM
2547
Dudley Capital Management
Virginia
$295K +$72.4K +275 +33%
CAM
2548
Claret Asset Management
Quebec, Canada
$295K -$9.75K -37 -3%
RAM
2549
Redmond Asset Management
Virginia
$295K -$10.3K -39 -3%
CIA
2550
Caerus Investment Advisors
Texas
$295K – – –
100 101
102
103 104