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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 %
PCTC
2651
Perkins Coie Trust Company
Washington
$257K +$251K +954 +4,770%
RA
2652
Ruggaard & Associates
Ohio
$256K -$1.58K -6 -0.6%
PWA
2653
PCG Wealth Advisors
Kansas
$256K – – –
DF
2654
Dunhill Financial
United Kingdom
$256K +$23.1K +92 +10%
BA
2655
Bridge Advisory
California
$256K +$5.01K +19 +2%
LA
2656
Lane & Associates
New Jersey
$256K +$11.3K +43 +5%
SIA
2657
SeaBridge Investment Advisors
New Jersey
$256K +$21.1K +80 +9%
WFG
2658
Wills Financial Group
Virginia
$255K – – –
CA
2659
Crumly & Associates
Illinois
$255K -$4.74K -18 -2%
MWM
2660
Madison Wealth Management
Ohio
$255K -$22.1K -84 -8%
PWM
2661
Provident Wealth Management
Tennessee
$254K – – –
RFA
2662
Register Financial Advisors
Georgia
$253K +$3.95K +15 +2%
OPA
2663
Old Port Advisors
Maine
$252K +$252K +958 New
QWM
2664
QP Wealth Management
New Jersey
$252K – – –
CAC
2665
Certified Advisory Corp
Florida
$252K +$2.9K +11 +1%
MCAI
2666
Members Capital Advisors Inc
Wisconsin
$251K -$21.6K -82 -8%
BCG
2667
Breakwater Capital Group
New Jersey
$251K +$251K +958 New
ACM
2668
Ardent Capital Management
Ohio
$251K +$251K +951 New
FNC
2669
First National Corp
Massachusetts
$249K -$6.59K -25 -3%
FP
2670
Financial Perspectives
Minnesota
$249K -$54.8K -208 -18%
CSWM
2671
Cassady Schiller Wealth Management
Ohio
$249K – – –
FFA
2672
Fi3 Financial Advisors
Indiana
$248K +$18.4K +70 +8%
MIS
2673
Morningstar Investment Services
Illinois
$247K +$5.58K +21 +2%
SDAM
2674
Shulman DeMeo Asset Management
New York
$247K -$6.85K -26 -3%
AWM
2675
Adams Wealth Management
Utah
$246K -$6.85K -26 -3%
105 106
107
108 109