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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 %
NL
2601
Navalign LLC
California
$273K +$75.8K +288 +39%
KLCM
2602
KG&L Capital Management
Louisiana
$272K +$52.7K +200 +24%
NCM
2603
Noesis Capital Mangement
Florida
$272K – – –
HI
2604
Hoey Investments
Pennsylvania
$272K – – –
MGIA
2605
Matthew Goff Investment Advisor
Texas
$271K -$51.1K -194 -16%
OPCM
2606
Osborne Partners Capital Management
California
$271K -$24.2K -92 -8%
GF
2607
Gries Financial
Ohio
$271K -$71.9K -273 -21%
MFS
2608
Madrona Financial Services
Washington
$271K +$26.1K +99 +11%
DWA
2609
Dorsey Wright & Associates
California
$270K – – –
BTIM
2610
BancFirst Trust & Investment Management
Oklahoma
$270K +$22.9K +86 +9%
EA
2611
Eclectic Associates
California
$270K +$24.5K +93 +10%
TNA
2612
True North Advisors
Texas
$270K +$6.59K +25 +3%
BWCS
2613
Beirne Wealth Consulting Services
Connecticut
$269K – – –
CFG
2614
Carr Financial Group
Massachusetts
$269K – – –
WAM
2615
WFA Asset Management
Wisconsin
$269K -$6.59K -25 -2%
PFC
2616
Phocas Financial Corp
California
$269K -$20.8K -79 -7%
KFA
2617
Kapstone Financial Advisors
Ohio
$268K +$790 +3 +0.3%
CCA
2618
Cora Capital Advisors
New Jersey
$268K -$4.21K -16 -2%
BOS
2619
Bank of Stockton
California
$268K -$14.1K -55 -5%
RFA
2620
RTD Financial Advisors
Pennsylvania
$267K – – –
FF
2621
Francis Financial
$267K – – –
GIM
2622
Greylin Investment Management
Virginia
$266K -$263K -1,000 -50%
ISL
2623
Ingalls & Snyder LLC
New York
$266K – – –
FC
2624
Forte Capital
New York
$265K +$8.96K +34 +3%
FW
2625
FirstPurpose Wealth
Utah
$265K +$12.1K +46 +5%
103 104
105
106 107