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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 %
WIM
2826
Westside Investment Management
California
$162K – – –
SWM
2827
Sugarloaf Wealth Management
Georgia
$159K +$263 +1 +0.2%
JWM
2828
Janiczek Wealth Management
Colorado
$159K +$2.9K +11 +2%
HBW
2829
Hazlett, Burt & Watson
West Virginia
$157K +$2.89K +11 +2%
HWA
2830
HHM Wealth Advisors
Tennessee
$149K – – –
RA
2831
Rational Advisors
New York
$145K -$2.04M -7,744 -93%
AI
2832
AdvisorShares Investments
Maryland
$142K +$32.1K +122 +29%
IWP
2833
IAG Wealth Partners
Wisconsin
$141K +$46.6K +177 +49%
CCM
2834
Copeland Capital Management
Pennsylvania
$141K -$5.01K -19 -3%
BHWM
2835
Beaird Harris Wealth Management
Texas
$138K +$263 +1 +0.2%
WWM
2836
Wolff Wiese Magana
California
$137K +$264 +1 +0.2%
BAM
2837
Bellevue Asset Management
Washington
$137K +$5.27K +20 +4%
LFASL
2838
Lugano Financial Advisors SA (LFA)
Switzerland
$137K -$126K -480 -48%
FWM
2839
Focused Wealth Management
New York
$135K -$4.74K -18 -3%
TLCM
2840
Twin Lakes Capital Management
California
$134K – – –
RDFA
2841
Ritter Daniher Financial Advisory
Ohio
$133K – – –
SIM
2842
Studio Investment Management
Illinois
$132K – – –
AP
2843
Arlington Partners
Alabama
$131K -$97.5K -370 -43%
AT
2844
Arlington Trust
Alabama
$131K +$131K +499 New
HB
2845
Horizon Bancorp
Indiana
$131K +$100K +380 +325%
PK
2846
Pflug Koory
Nebraska
$125K – – –
Legacy Financial Group (Iowa)
2847
Legacy Financial Group (Iowa)
Iowa
$121K +$121K +459 New
SAG
2848
Spotlight Asset Group
Illinois
$121K – – –
SC
2849
Stephens Consulting
Michigan
$117K -$5.53K -21 -5%
BWAM
2850
Boyd Watterson Asset Management
Ohio
$117K -$527 -2 -0.4%
112 113
114
115 116