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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 %
BCM
2701
Brooktree Capital Management
Michigan
$238K – – –
NC
2702
NinePointTwo Capital
California
$238K – – –
VCAM
2703
Van Cleef Asset Management
Ohio
$237K -$18.7K -71 -7%
NAMM
2704
NorthStar Asset Management (Massachusetts)
Massachusetts
$237K -$241K -915 -50%
FFIC
2705
First Fiduciary Investment Counsel
Ohio
$237K – – –
EL
2706
EMFO LLC
Florida
$236K – – –
GIM
2707
Grassi Investment Management
California
$235K – – –
NCM
2708
Nelson Capital Management
California
$234K – – –
TPW
2709
Transatlantique Private Wealth
New York
$234K – – –
EFH
2710
Eaton Financial Holdings
Florida
$234K +$234K +889 New
LWMG
2711
Levy Wealth Management Group
Pennsylvania
$234K +$263 +1 +0.1%
BA
2712
Bristlecone Advisors
Washington
$234K +$10.3K +39 +5%
SC
2713
Sykon Capital
New York
$234K +$234K +887 New
IWP
2714
Innova Wealth Partners
Pennsylvania
$233K +$6.85K +26 +3%
SF
2715
Slagle Financial
Illinois
$233K -$30.6K -116 -12%
TCPWM
2716
Traverso Chambers Private Wealth Management
California
$232K +$6.06K +23 +3%
TW
2717
Transform Wealth
Colorado
$232K -$19.8K -75 -8%
RWS
2718
Resolute Wealth Strategies
Mississippi
$232K +$1.05K +4 +0.5%
KA
2719
Kooman & Associates
Pennsylvania
$232K -$5.27K -20 -2%
BCB
2720
Brian C. Broderick
$231K -$19.8K -75 -8%
WIM
2721
Wittenberg Investment Management
Massachusetts
$231K – – –
CWA
2722
Capital Wealth Alliance
Arizona
$230K -$4.22K -16 -2%
AP
2723
Adero Partners
California
$230K +$39.8K +151 +21%
BBL
2724
Beck Bode LLC
Massachusetts
$230K -$28.5K -108 -11%
RK
2725
Rather & Kittrell
Tennessee
$230K -$2.9K -11 -1%
107 108
109
110 111