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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 %
APS
2551
American Planning Services
Florida
$293K – – –
EC
2552
EdgeRock Capital
Colorado
$293K +$19K +72 +7%
OAM
2553
Occidental Asset Management
California
$293K +$4.48K +17 +2%
APIM
2554
Agate Pass Investment Management
Washington
$291K -$10.5K -40 -3%
UF
2555
Univest Financial
Pennsylvania
$291K +$6.06K +23 +2%
LAM
2556
Lifestyle Asset Management
Texas
$290K +$64.5K +245 +29%
NRC
2557
New Republic Capital
North Carolina
$290K -$17.7K -67 -6%
BWM
2558
BNC Wealth Management
Oregon
$290K -$5.01K -19 -2%
OMC
2559
Overbrook Management Corp
New York
$290K – – –
WA
2560
Waddell & Associates
Tennessee
$290K +$23.2K +88 +9%
MBFW
2561
Morton Brown Family Wealth
Pennsylvania
$289K +$263 +1 +0.1%
PSF
2562
Pacific Sun Financial
California
$289K +$9.48K +36 +3%
MF
2563
Manchester Financial
California
$289K -$3.69K -14 -1%
FL
2564
Fort LP
Maryland
$287K -$1.84K -7 -0.6%
GWAM
2565
Guardian Wealth Advisors (Minnesota)
Minnesota
$287K -$3.16K -12 -1%
TFF
2566
The Family Firm
Maryland
$287K +$791 +3 +0.3%
LRIA
2567
Leonard Rickey Investment Advisors
Washington
$285K +$285K +1,083 New
FA
2568
Fagan Associates
New York
$285K +$1.32K +5 +0.5%
CW
2569
Channel Wealth
California
$285K -$2.37K -9 -0.8%
4WM
2570
4J Wealth Management
Virginia
$285K – – –
EL
2571
Essex LLC
Illinois
$285K -$2.9K -11 -1%
PCM
2572
Presidio Capital Management
California
$284K – – –
SRC
2573
Sage Rhino Capital
California
$284K +$263 +1 +0.1%
DIP
2574
DT Investment Partners
Pennsylvania
$283K – – –
BW
2575
BIP Wealth
Georgia
$283K +$11.9K +45 +4%
101 102
103
104 105