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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.

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 %
BBA
3076
Braun-Bostich & Associates
Pennsylvania
– -$215K -719 Closed
BWM
3077
Baron Wealth Management
Michigan
– -$214K -718 Closed
SWA
3078
Safir Wealth Advisors
New Hampshire
– -$213K -715 Closed
MWA
3079
Mills Wealth Advisors
Texas
– -$212K -709 Closed
SPFA
3080
Summit Place Financial Advisors
New Jersey
– -$210K -703 Closed
CPA
3081
Capital Performance Advisors
California
– -$210K -703 Closed
NPT
3082
Nixon Peabody Trust
Massachusetts
– -$209K -700 Closed
AIIMS
3083
Analyst IMS Investment Management Services
Israel
– -$206K -700 Closed
MF
3084
Montis Financial
Massachusetts
– -$209K -699 Closed
TCMP
3085
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$207K -695 Closed
REMPR
3086
Roof Eidam Maycock Peralta (REMP)
California
– -$207K -693 Closed
SRWM
3087
Shira Ridge Wealth Management
California
– -$207K -693 Closed
NPF
3088
Norris Perne & French
Michigan
– -$206K -691 Closed
FVWA
3089
Foster Victor Wealth Advisors
South Carolina
– -$205K -689 Closed
HC
3090
Hourglass Capital
Texas
– -$205K -688 Closed
EA
3091
Echo45 Advisors
California
– -$205K -686 Closed
PWSG
3092
Pacific Wealth Strategies Group
California
– -$205K -686 Closed
LRWA
3093
Long Run Wealth Advisors
New York
– -$204K -684 Closed
CFO
3094
Collective Family Office
Pennsylvania
– -$204K -683 Closed
RWM
3095
Reston Wealth Management
Virginia
– -$204K -683 Closed
CCIA
3096
Cherry Creek Investment Advisors
Colorado
– -$204K -682 Closed
DWM
3097
Darwin Wealth Management
Florida
– -$200K -680 Closed
EWA
3098
ERTS Wealth Advisors
Michigan
– -$202K -676 Closed
SA
3099
Scarborough Advisors
Maryland
– -$201K -673 Closed
MME
3100
Meag Munich Ergo
Germany
– -$168K -562 Closed
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