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
$300M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$340M
3
Bank of America
Bank of America
North Carolina
$3.32B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$308M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$81.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.18B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.7M
4
AIM
Alphinity Investment Management
Australia
$0
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
2926
Mine & Arao Wealth Creation & Management
California
$32.1K – – –
AIA
2927
Arcadia Investment Advisors
Idaho
$30.6K -$1.05K -4 -3%
AWA
2928
Artemis Wealth Advisors
New York
$29.8K – – –
SR
2929
Syntax Research
Florida
$29K +$29K +110 New
RDIA
2930
RE Dickinson Investment Advisors
Iowa
$28K – – –
NF
2931
Norwood Financial
Pennsylvania
$26.3K – – –
AS
2932
Altshuler Shaham
Israel
$25.8K -$8.17K -31 -24%
APC
2933
Aspire Private Capital
North Carolina
$25K – – –
OCM
2934
Osterweis Capital Management
California
$24.5K – – –
LIA
2935
Luken Investment Analytics
Tennessee
$24.2K – – –
CWA
2936
Core Wealth Advisors
Florida
$24K – – –
PG
2937
Proffitt & Goodson
Tennessee
$22.1K – – –
UIA
2938
Ulland Investment Advisors
Minnesota
$22K +$22K +85 New
AFIA
2939
America First Investment Advisors
Nebraska
$20K -$12.4K -47 -38%
PWA
2940
Provenance Wealth Advisors
Florida
$19.8K +$19.8K +75 New
SFG
2941
Steward Financial Group
Texas
$19K -$521 -2 -3%
SHIM
2942
Stone House Investment Management
Pennsylvania
$18.8K – – –
CWM
2943
Cedar Wealth Management
California
$17.7K – – –
PS
2944
PayPay Securities
Japan
$16.6K +$12.9K +49 +350%
HF
2945
Halpern Financial
Virginia
$15.8K -$4.48K -17 -22%
HWM
2946
HighMark Wealth Management
Minnesota
$14.6K – – –
TWD
2947
True Wealth Design
Ohio
$14.4K – – –
GIS
2948
Grayhawk Investment Strategies
Alberta, Canada
$14K – – –
DEM
2949
Disciplined Equity Management
Florida
$13.4K – – –
HH
2950
HWG Holdings
Texas
$13.2K -$46.1K -175 -78%
116 117
118
119 120