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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 %
HIG
2676
Heritage Investment Group
Florida
$246K -$252K -954 -51%
FEM
2677
Fulcrum Equity Management
Texas
$246K +$246K +933 New
OWA
2678
One Wealth Advisors
California
$245K – – –
MC
2679
Middleton & Co
Massachusetts
$245K – – –
AA
2680
Apriem Advisors
California
$245K +$16.6K +63 +7%
JF
2681
Joule Financial
Kentucky
$244K +$2.63K +10 +1%
BS
2682
Bessemer Securities
New York
$244K -$98.6K -375 -29%
MCM
2683
McDonough Capital Management
Florida
$243K – – –
KOMWMG
2684
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$243K -$10K -38 -4%
FMP
2685
Financial Management Professionals
Texas
$243K +$55.1K +209 +29%
AT
2686
Avalon Trust
New Mexico
$243K – – –
SWMP
2687
Signature Wealth Management Partners
New Jersey
$243K -$17.7K -67 -7%
SRC
2688
Shufro Rose & Co
New York
$242K -$4.48K -17 -2%
GI
2689
GAMCO Investors
Connecticut
$242K +$26.3K +100 +12%
NRI
2690
NFP Retirement Inc
California
$242K +$8.17K +31 +3%
P
2691
Palladiem
Pennsylvania
$242K – – –
CIA
2692
Cape Investment Advisory
Georgia
$241K -$42.7K -162 -15%
RIM
2693
RW Investment Management
Idaho
$241K – – –
GA
2694
Greytown Advisors
Florida
$241K -$22.7K -86 -9%
JSW
2695
Journey Strategic Wealth
New Jersey
$241K -$354K -1,344 -60%
LFGO
2696
Legacy Financial Group (Oklahoma)
Oklahoma
$240K -$5.53K -21 -2%
GAM
2697
Gemmer Asset Management
California
$240K -$27.7K -105 -10%
CWC
2698
Carolinas Wealth Consulting
North Carolina
$239K +$12 +1 +0%
HCA
2699
Horan Capital Advisors
Ohio
$238K – – –
KMWM
2700
Keudell/Morrison Wealth Management
Oregon
$238K +$4.22K +16 +2%
106 107
108
109 110