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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 %
LFA
2876
Level Financial Advisors
New York
$80.3K – – –
PAG
2877
Paladin Advisory Group
Iowa
$80.1K – – –
PP
2878
PrairieView Partners
Minnesota
$80K +$262 +1 +0.3%
FPF
2879
First Pacific Financial
Washington
$79K -$52.7K -200 -40%
GFL
2880
Granite FO LLC
New Hampshire
$79K – – –
MAM
2881
Marquette Asset Management
Minnesota
$79K – – –
CPG
2882
Cornerstone Planning Group
New Jersey
$76.7K -$1.84K -7 -2%
AJ
2883
Ashburton (Jersey)
Jersey
$76K – – –
DCM
2884
Disciplina Capital Management
Tennessee
$75.9K – – –
BIA
2885
Bell Investment Advisors
California
$75.9K -$12.9K -49 -15%
KFP
2886
KB Financial Partners
New Jersey
$75K +$6.05K +23 +9%
CFS
2887
CGC Financial Services
Oregon
$74.8K – – –
PPWM
2888
PFG Private Wealth Management
Florida
$71.1K -$80.3K -305 -53%
BCM
2889
Blume Capital Management
California
$70.6K – – –
GWMIA
2890
Global Wealth Management Investment Advisory
Florida
$70.3K -$4.22K -16 -6%
TC
2891
Truvestments Capital
Florida
$70.3K +$263 +1 +0.4%
NC
2892
NewSquare Capital
Pennsylvania
$68.8K -$7.38K -28 -10%
QL
2893
Quarry LP
New York
$66.4K -$25.3K -96 -28%
TCA
2894
Trifecta Capital Advisors
Illinois
$64.5K – – –
BSWA
2895
Bromfield Sneider Wealth Advisors
Massachusetts
$63.2K -$26.3K -100 -29%
HIIFS
2896
Harel Insurance Investments & Financial Services
Israel
$62K – – –
POIA
2897
Pin Oak Investment Advisors
Texas
$60K -$70.8K -268 -54%
CCC
2898
Chelsea Counsel Company
California
$59.8K – – –
IHWM
2899
Iron Horse Wealth Management
Iowa
$59.3K – – –
IAS
2900
IMA Advisory Services
Colorado
$56.1K – – –
114 115
116
117 118