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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 %
CA
2751
Cambridge Advisors
Nebraska
$221K -$19.8K -75 -8%
JCM
2752
Jacobsen Capital Management
Utah
$221K -$59K -224 -21%
ONSWM
2753
Old North State Wealth Management
North Carolina
$221K +$1.32K +5 +0.6%
OCM
2754
Objective Capital Management
Ohio
$220K +$1.58K +6 +0.7%
MFT
2755
Moisand Fitzgerald Tamayo
Florida
$220K +$527 +2 +0.2%
LWM
2756
Liberty Wealth Management
California
$220K -$20.5K -78 -9%
WA
2757
Wealth Advisors
California
$220K – – –
AR
2758
Apeiron RIA
Texas
$220K +$21.1K +80 +11%
G
2759
GenTrust
Florida
$220K – – –
RFG
2760
RFP Financial Group
Georgia
$219K – – –
FPTW
2761
Franklin, Parlapiano, Turner & Welch
Texas
$219K – – –
SIA
2762
Sage Investment Advisers
New York
$219K +$790 +3 +0.4%
CCMI
2763
Creative Capital Management Investments
California
$218K – – –
IWN
2764
Independent Wealth Network
Iowa
$218K +$2.63K +10 +1%
MWAM
2765
Manhattan West Asset Management
California
$218K +$19.9K +78 +10%
CHP
2766
Cable Hill Partners
Oregon
$218K +$2.11K +8 +1%
HFBOT
2767
Home Federal Bank of Tennessee
Tennessee
$217K +$1.84K +7 +0.9%
EIP
2768
Ellis Investment Partners
Pennsylvania
$217K +$527 +2 +0.2%
PMG
2769
Private Management Group
California
$216K -$4.74K -18 -2%
B
2770
Bensler
Washington
$216K +$790 +3 +0.4%
FC
2771
Financial Council
Maryland
$215K – – –
MLA
2772
MB, Levis & Associates
Pennsylvania
$215K +$263 +1 +0.1%
TCM
2773
Telos Capital Management
California
$215K +$3.95K +15 +2%
SCA
2774
St. Clair Advisors
Ohio
$215K – – –
CWA
2775
Continuum Wealth Advisors
New York
$214K – – –
109 110
111
112 113