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McDonald's
MCD

Overview Fund Activity

2,978 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, 1,218 increasing their positions, 1,149 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,978
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
47.49%
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
1,218
Reduced
1,149
Closed
137
Calls
$2.1B
Puts
$1.91B
Net Calls
+$192M
Net Calls Change
-$603M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$300M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$340M
3
Bank of America
3
Bank of America
North Carolina
$3.32B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$192M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$308M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$81.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.18B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$18.7M
4
AIM
4
Alphinity Investment Management
Australia
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
3051
Bulltick Wealth Management
Florida
– -$247K -827 Closed
CA
3052
Calton & Associates
Florida
– -$245K -822 Closed
RCA
3053
Reitz Capital Advisors
Michigan
– -$237K -795 Closed
EA
3054
Emerald Advisors
Washington
– -$235K -787 Closed
XWM
3055
Xcel Wealth Management
Florida
– -$235K -786 Closed
CWP
3056
Curated Wealth Partners
California
– -$234K -784 Closed
TLP
3057
Trinity Legacy Partners
Texas
– -$227K -760 Closed
WAM
3058
Walker Asset Management
Missouri
– -$226K -758 Closed
HWM
3059
Howard Wealth Management
Connecticut
– -$226K -758 Closed
PA
3060
Planning Alternatives
Michigan
– -$226K -758 Closed
AL
3061
ADE LLC
Maryland
– -$226K -757 Closed
BFWA
3062
Benchmark Financial Wealth Advisors
Florida
– -$225K -754 Closed
ACM
3063
Argent Capital Management
Missouri
– -$224K -749 Closed
RW
3064
Regimen Wealth
Georgia
– -$223K -746 Closed
CWA
3065
Clarity Wealth Advisors
California
– -$222K -745 Closed
SFA
3066
Seneca Financial Advisors
New York
– -$222K -744 Closed
SSWM
3067
Strait & Sound Wealth Management
California
– -$221K -741 Closed
CWA
3068
Cornerstone Wealth Advisors
Minnesota
– -$220K -738 Closed
HSG
3069
Helen Stephens Group
Texas
– -$220K -737 Closed
SSWG
3070
Seven Springs Wealth Group
Tennessee
– -$219K -735 Closed
SWP
3071
Summit Wealth Partners
Florida
– -$219K -735 Closed
AWM
3072
Accel Wealth Management
Iowa
– -$217K -727 Closed
PA
3073
Prism Advisors
California
– -$216K -723 Closed
OWA
3074
Outlook Wealth Advisors
Texas
– -$215K -721 Closed
CCM
3075
Chiron Capital Management
Florida
– -$215K -720 Closed
121 122
123
124 125