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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 %
TIM
2776
Thompson Investment Management
Wisconsin
$214K – – –
WCG
2777
Weaver Consulting Group
California
$214K +$1.58K +6 +0.7%
BWA
2778
Burt Wealth Advisors
Maryland
$214K -$5.8K -22 -3%
GAM
2779
Garrison Asset Management
Arkansas
$214K – – –
WCA
2780
Waypoint Capital Advisors
Minnesota
$213K +$9.75K +37 +5%
BC
2781
Bowman & Company
Wisconsin
$213K – – –
SB
2782
Sunflower Bank
Texas
$213K -$5.53K -21 -3%
JSA
2783
Jacobson & Schmitt Advisors
Wisconsin
$213K +$2.37K +9 +1%
LF
2784
Lee Financial
Texas
$213K +$527 +2 +0.2%
IRC
2785
Investors Research Corp
Georgia
$213K -$53.5K -203 -20%
WWM
2786
Windsor Wealth Management
Indiana
$212K – – –
WCWM
2787
Willow Creek Wealth Management
California
$212K +$1.58K +6 +0.8%
GSIS
2788
Global Strategic Investment Solutions
Arizona
$211K -$2.63K -10 -1%
LFA
2789
LifeGuide Financial Advisors
Pennsylvania
$211K – – –
CWM
2790
Campbell Wealth Management
Virginia
$211K +$14.5K +55 +7%
PC
2791
Peavine Capital
Nevada
$211K – – –
MAP
2792
Milestone Advisory Partners
North Carolina
$211K – – –
SFPG
2793
Stonebridge Financial Planning Group
Florida
$211K – – –
PI
2794
Pachira Investments
California
$210K +$2.11K +8 +1%
SEIA
2795
Signature Estate & Investment Advisors
California
$210K -$15.3K -58 -7%
LJHT
2796
Laurie J. Hall Trustee
$210K – – –
PFG
2797
PAX Financial Group
Texas
$210K +$10.8K +41 +5%
CNWM
2798
Clay Northam Wealth Management
California
$209K – – –
ANB
2799
Amarillo National Bank
Texas
$208K – – –
BG
2800
Benedetti & Gucer
Georgia
$208K – – –
110 111
112
113 114