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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 %
FC
2726
Fusion Capital
South Carolina
$230K -$4.74K -18 -2%
HIS
2727
Horizon Investment Services
Indiana
$230K -$3.69K -14 -2%
PAG
2728
Private Advisory Group
Washington
$229K +$229K +871 New
OFA
2729
Oak Family Advisors
Illinois
$229K -$52.7K -200 -19%
GAM
2730
Grandview Asset Management
Pennsylvania
$229K +$229K +868 New
AWM
2731
Austin Wealth Management
Texas
$229K +$229K +810 New
WWM
2732
Wagner Wealth Management
South Carolina
$229K +$527 +2 +0.2%
NFG
2733
Northeast Financial Group
Pennsylvania
$228K -$6.06K -23 -3%
SW
2734
SMART Wealth
Nebraska
$228K – – –
MIP
2735
Marietta Investment Partners
Wisconsin
$228K – – –
NQWM
2736
Northwest Quadrant Wealth Management
Oregon
$227K +$10.5K +40 +5%
AF
2737
Alerus Financial
North Dakota
$226K -$790 -3 -0.3%
GM
2738
GeoWealth Management
Illinois
$226K -$8.95K -34 -4%
WMP
2739
Wealth Management Partners
Arizona
$226K – – –
GCP
2740
Gill Capital Partners
Colorado
$225K +$11.6K +44 +5%
RWI
2741
Red Wave Investments
Pennsylvania
$224K – – –
SC
2742
Skylands Capital
Wisconsin
$224K -$26.3K -100 -11%
WA
2743
WESPAC Advisors
California
$224K +$224K +849 New
TSW
2744
Thompson Siegel & Walmsley
Virginia
$223K +$10.6K +40 +5%
W
2745
WealthOne
New York
$223K -$28.2K -107 -11%
FWP
2746
Firethorn Wealth Partners
Georgia
$223K +$1.84K +7 +0.8%
MWM
2747
Mascoma Wealth Management
New Hampshire
$222K +$40.3K +153 +22%
PFG
2748
Pinnacle Financial Group
Illinois
$222K -$264 -1 -0.1%
TPM
2749
Triasima Portfolio Management
Quebec, Canada
$222K +$222K +842 New
OAM
2750
Oberweis Asset Management
Illinois
$222K +$263 +1 +0.1%
108 109
110
111 112