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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 %
BMM
2626
Buffington Mohr McNeal
Idaho
$265K – – –
VCM
2627
Versant Capital Management
Arizona
$264K +$5.53K +21 +2%
CTWM
2628
Cherry Tree Wealth Management
Minnesota
$264K – – –
WPW
2629
Watershed Private Wealth
Illinois
$264K – – –
VAF
2630
Values Added Financial
District of Columbia
$263K -$14.2K -54 -5%
LAI
2631
Legal Advantage Investments
California
$263K – – –
GCS
2632
Gordian Capital (Singapore)
Singapore
$263K – – –
EGWAG
2633
Elwood & Goetz Wealth Advisory Group
Georgia
$263K +$74.6K +283 +40%
NWM
2634
Northwest Wealth Management
Iowa
$263K +$790 +3 +0.3%
DDPIC
2635
Deroy & Devereaux Private Investment Counsel
Michigan
$263K – – –
PWS
2636
Precision Wealth Strategies
Missouri
$263K +$263K +997 New
FSC
2637
Full Sail Capital
Oklahoma
$262K – – –
BBWP
2638
Beacon Bridge Wealth Partners
Pennsylvania
$262K -$53.5K -203 -17%
PFA
2639
Plotkin Financial Advisors
Maryland
$261K – – –
BPFA
2640
Barnes Pettey Financial Advisors
Mississippi
$261K – – –
DJYG
2641
David J. Yvars Group
Florida
$260K -$27.7K -105 -10%
AMG
2642
Advisors Management Group
Wisconsin
$260K +$263 +1 +0.1%
GKWIM
2643
Gerber Kawasaki Wealth & Investment Management
California
$259K +$79.3K +301 +44%
HPWA
2644
Hall Private Wealth Advisors
North Carolina
$259K -$3.95K -15 -2%
LFG
2645
Lockerman Financial Group
California
$259K -$3.43K -13 -1%
SHWM
2646
Smith & Howard Wealth Management
Georgia
$258K +$18.4K +70 +8%
AMG
2647
Asset Management Group
Connecticut
$258K +$1.32K +5 +0.5%
GWM
2648
Gitterman Wealth Management
New Jersey
$258K -$30K -114 -10%
MAC
2649
Mason & Associates (California)
California
$257K – – –
CWM
2650
Cabot Wealth Management
Massachusetts
$257K +$18.7K +71 +8%
104 105
106
107 108