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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 %
LCM
2901
Laurion Capital Management
New York
$54.5K +$54.5K +207 New
Loomis, Sayles & Company
2902
Loomis, Sayles & Company
Massachusetts
$53K +$527 +2 +1%
SA
2903
SRH Advisors
Kansas
$52.7K – – –
RAM
2904
Ramirez Asset Management
New York
$52.7K +$52.7K +200 New
BI
2905
Bramshill Investments
Florida
$52.7K +$52.7K +200 New
SFA
2906
Semmax Financial Advisors
North Carolina
$51.5K +$51.5K +191 New
GWSA
2907
Global Wealth Strategies & Associates
Colorado
$51.5K +$9.24K +35 +22%
AWM
2908
AllSquare Wealth Management
New York
$50.8K -$263 -1 -0.5%
AFS
2909
Annapolis Financial Services
Maryland
$49.8K +$10.8K +41 +28%
MFA
2910
McClarren Financial Advisors
Pennsylvania
$48K – – –
TLA
2911
Tanglewood Legacy Advisors
Texas
$47.7K – – –
AWA
2912
Authentikos Wealth Advisory
California
$45K +$45K +171 New
CH
2913
Canton Hathaway
Rhode Island
$43K – – –
WFA
2914
West Financial Advisors
Iowa
$42.7K +$4.48K +17 +12%
CWM
2915
CarsonAllaria Wealth Management
Illinois
$41.3K – – –
LWA
2916
Lowe Wealth Advisors
Maryland
$40.6K -$18.4K -70 -31%
KI
2917
Kapitalo Investimentos
Brazil
$40.3K -$139K -526 -77%
LFA
2918
Legend Financial Advisors
Pennsylvania
$37.7K – – –
DWA
2919
Delos Wealth Advisors
Texas
$34.6K – – –
TWP
2920
TFO Wealth Partners
Ohio
$34.3K – – –
DWMG
2921
DB Wealth Management Group
California
$34K – – –
RG
2922
Retirement Group
California
$33.2K -$1.84K -7 -5%
SPWM
2923
Spartan Planning & Wealth Management
North Carolina
$33.2K +$33.2K +126 New
VF
2924
VitalStone Financial
Texas
$33K -$5.86K -22 -15%
BBPWM
2925
Blue Bell Private Wealth Management
Pennsylvania
$32.3K +$11K +42 +52%
115 116
117
118 119