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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
$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 %
VIA
3001
Vident Investment Advisory
Georgia
– -$2.86M -9,565 Closed
CAM
3002
Centre Asset Management
New York
– -$2.65M -8,870 Closed
CIAS
3003
CFS Investment Advisory Services
New Jersey
– -$2.52M -8,432 Closed
BA
3004
Birinyi Associates
Connecticut
– -$2.38M -7,968 Closed
AGA
3005
Accuvest Global Advisors
Utah
– -$2.21M -7,413 Closed
PFA
3006
Peak Financial Advisors
Colorado
– -$2.11M -7,067 Closed
MHS
3007
M Holdings Securities
Oregon
– -$1.69M -5,655 Closed
HVM
3008
Harvest Volatility Management
Connecticut
– -$1.66M -5,577 Closed
HI
3009
HBK Investments
Texas
– -$1.57M -5,246 Closed
RC
3010
Resonate Capital
California
– -$1.52M -5,084 Closed
MAWAG
3011
Mid-American Wealth Advisory Group
Missouri
– -$1.04M -3,516 Closed
PA
3012
Prossimo Advisors
California
– -$1.03M -3,435 Closed
SLWA
3013
San Luis Wealth Advisors
California
– -$997K -3,342 Closed
LAM
3014
LifePro Asset Management
California
– -$961K -3,221 Closed
SSG
3015
Summit Securities Group
New York
– -$907K -3,041 Closed
SI
3016
Saxon Interests
Texas
– -$873K -2,927 Closed
JF
3017
JSF Financial
California
– -$861K -2,885 Closed
CAM
3018
CenterStar Asset Management
Illinois
– -$759K -2,544 Closed
SC
3019
Shay Capital
New York
– -$746K -2,500 Closed
RB
3020
Renasant Bank
Mississippi
– -$714K -2,394 Closed
CF
3021
Corrigan Financial
Rhode Island
– -$639K -2,143 Closed
DCM
3022
Dupont Capital Management
Delaware
– -$635K -2,127 Closed
BIP
3023
Blueprint Investment Partners
North Carolina
– -$629K -2,108 Closed
GA
3024
GraniteShares Advisors
New York
– -$618K -2,070 Closed
3IP
3025
3Chopt Investment Partners
Virginia
– -$607K -2,035 Closed
119 120
121
122 123