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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 %
VIA
2851
Virtus Investment Advisers
Connecticut
$116K -$13.4K -51 -10%
JSAM
2852
J. Safra Asset Management
New York
$116K – – –
GKIM
2853
GW&K Investment Management
Massachusetts
$115K +$17.7K +67 +18%
SOW
2854
State of Wyoming
Wyoming
$115K +$36.1K +137 +46%
CTB
2855
Country Trust Bank
Illinois
$115K – – –
CAM
2856
Costello Asset Management
Pennsylvania
$114K -$6.86K -26 -6%
HWP
2857
Hibernia Wealth Partners
Louisiana
$114K +$114K +432 New
TCCM
2858
Timber Creek Capital Management
Massachusetts
$105K – – –
ICM
2859
Intrepid Capital Management
Florida
$104K +$263 +1 +0.3%
BFP
2860
Briaud Financial Planning
Texas
$104K +$104K +395 New
IPW
2861
Impact Partnership Wealth
Georgia
$104K +$85.9K +326 +479%
NSG
2862
Nalls Sherbakoff Group
Tennessee
$103K +$1.06K +4 +1%
RWM
2863
Ruedi Wealth Management
Illinois
$102K +$52.7K +200 +108%
WTG
2864
West Tower Group
Virginia
$99.6K +$93.3K +354 +1,475%
PCFFS
2865
Pacific Center for Financial Services
California
$99.3K – – –
ORAM
2866
One River Asset Management
Connecticut
$99.2K +$99.2K +376 New
ACM
2867
Antonetti Capital Management
Florida
$98.8K – – –
AW
2868
Avion Wealth
Texas
$96K +$259 +1 +0.3%
PP
2869
Pacifica Partners
Canada
$95.6K +$5.04K +20 +6%
EARNEST Partners
2870
EARNEST Partners
Georgia
$94.3K – – –
SVCP
2871
Silicon Valley Capital Partners
California
$93.2K +$527 +2 +0.6%
TCM
2872
Tradewinds Capital Management
Washington
$91.4K – – –
AIM
2873
Arcadia Investment Management
Michigan
$84K – – –
AWM
2874
Abound Wealth Management
Tennessee
$83.6K +$2.37K +9 +3%
FCT
2875
First Community Trust
Iowa
$81.4K – – –
113 114
115
116 117