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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 %
DCBT
2576
Dakota Community Bank & Trust
North Dakota
$283K -$26.3K -100 -9%
SIG
2577
Sargent Investment Group
Maryland
$283K -$7.9K -30 -3%
WCF
2578
West Coast Financial
California
$283K -$790 -3 -0.3%
AIA
2579
Allied Investment Advisors
Montana
$283K – – –
HCMT
2580
Highland Capital Management (Tennessee)
Tennessee
$282K -$11.3K -43 -4%
CCA
2581
Conservest Capital Advisors
Pennsylvania
$282K -$8.43K -32 -3%
CMP
2582
Courage Miller Partners
Virginia
$282K -$52.7K -200 -16%
CWS
2583
Cypress Wealth Services
California
$281K -$13.2K -50 -4%
OBWG
2584
Onyx Bridge Wealth Group
New York
$281K +$34.8K +132 +14%
ACM
2585
AUA Capital Management
Pennsylvania
$279K +$65.6K +249 +31%
HW
2586
Hamilton Wealth
California
$278K +$5.27K +20 +2%
FWA
2587
FSM Wealth Advisors
Ohio
$278K -$101K -384 -27%
ETIA
2588
Epic Trust Investment Advisors
Washington
$278K -$10.8K -41 -4%
FZCM
2589
Flynn Zito Capital Management
New York
$277K – – –
SFS
2590
Strategic Financial Services
New York
$277K – – –
RF
2591
RHS Financial
California
$277K – – –
RI
2592
RWWM Inc
California
$276K – – –
IA
2593
IFG Advisors
Missouri
$276K – – –
CCM
2594
Chilton Capital Management
Texas
$275K -$2.9K -11 -1%
BBW
2595
Blue Barn Wealth
Utah
$275K +$8.96K +34 +3%
GGI
2596
Godsey & Gibb Inc
Virginia
$275K -$7.11K -27 -3%
NOI
2597
Newton One Investments
Delaware
$275K +$1.58K +6 +0.6%
HA
2598
Hofer & Associates
California
$274K – – –
HKIMG
2599
Hutchens & Kramer Investment Management Group
Indiana
$274K – – –
WCFA
2600
Walkner Condon Financial Advisors
Wisconsin
$274K +$3.16K +12 +1%
102 103
104
105 106