MCD icon

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 %
CC
2801
Commons Capital
Massachusetts
$206K +$12.1K +46 +6%
CWMGP
2802
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$205K +$527 +2 +0.3%
CFD
2803
Creative Financial Designs
Indiana
$205K +$31.1K +118 +18%
SCA
2804
Stuart Chaussee & Associates
California
$205K – – –
RW
2805
RVW Wealth
California
$204K -$12.6K -48 -6%
CCM
2806
Condor Capital Management
New Jersey
$204K +$204K +773 New
PWM
2807
PRW Wealth Management
Massachusetts
$203K – – –
SEEDPG
2808
S.E.E.D. Planning Group
New York
$203K -$263 -1 -0.1%
PCWA
2809
Pacific Capital Wealth Advisors
California
$203K – – –
ACP
2810
Arcus Capital Partners
Georgia
$203K -$52.7K -200 -21%
AA
2811
AlphaCentric Advisors
Puerto Rico
$203K -$7.11K -27 -3%
RGC
2812
Roberts, Glore & Co
Illinois
$202K -$6.59K -25 -3%
LA
2813
LexAurum Advisors
Kansas
$202K -$13.2K -50 -6%
EVM
2814
Evelyn V. Moreno
$202K – – –
MWP
2815
Madison Wealth Partners
Wisconsin
$200K +$2.37K +9 +1%
OCM
2816
Orion Capital Management
California
$198K – – –
BCPWM
2817
Bradley & Co Private Wealth Management
Florida
$193K – – –
C
2818
Covestor
United Kingdom
$189K +$11.6K +44 +7%
BC
2819
Barrett & Company
Rhode Island
$189K +$263 +1 +0.1%
TFGT
2820
TS Financial Group (TSFG)
Illinois
$184K – – –
CP
2821
Castleview Partners
Texas
$179K +$43.7K +166 +32%
FMTCOCP
2822
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$175K -$7.9K -30 -4%
SGC
2823
Slocum, Gordon & Co
Rhode Island
$170K – – –
WPWM
2824
Western Pacific Wealth Management
Illinois
$168K +$8.17K +31 +5%
BCM
2825
BluePath Capital Management
Georgia
$166K +$166K +631 New
111 112
113
114 115