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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
351
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.7M +$17.1M +65,014 +374%
IAA
352
Independent Advisor Alliance
North Carolina
$21.5M +$406K +1,541 +2%
BCP
353
Blue Chip Partners
Michigan
$21.4M +$319K +1,212 +2%
PI
354
PGGM Investments
Netherlands
$21.4M +$88.5K +336 +0.4%
ACI
355
Alpha Cubed Investments
California
$21.3M -$1.36M -5,171 -6%
WT
356
Whittier Trust
California
$21.3M -$344K -1,307 -2%
FFM
357
Fullerton Fund Management
Singapore
$21.3M +$1.83M +6,952 +9%
SI
358
Stephens Inc
Arkansas
$21.3M +$1.08M +4,116 +5%
BFA
359
Beaumont Financial Advisors
Massachusetts
$21.2M +$119K +450 +0.6%
KIA
360
KCM Investment Advisors
California
$21M -$501K -1,903 -2%
QCM
361
QRG Capital Management
Illinois
$21M +$21M +79,560 New
OFG
362
Oxford Financial Group
Indiana
$20.8M -$63.5K -241 -0.3%
HWA
363
Heritage Wealth Advisors
Virginia
$20.8M +$17.7M +67,148 +570%
BBHC
364
Brown Brothers Harriman & Co
New York
$20.8M -$207K -786 -1%
CA
365
Clearstead Advisors
Ohio
$20.7M +$11.7M +44,354 +129%
Public Sector Pension Investment Board (PSP Investments)
366
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.6M +$2.15M +8,152 +12%
Capital Fund Management (CFM)
367
Capital Fund Management (CFM)
France
$20.4M -$58M -220,028 -74%
Wealthfront Advisers
368
Wealthfront Advisers
California
$20.4M -$3.47M -13,173 -15%
WDA
369
Wendell David Associates
New Hampshire
$20.2M -$57.7K -219 -0.3%
VF
370
Vest Financial
Virginia
$20.2M +$9.28M +35,234 +85%
PMEF
371
Point72 Middle East FZE
United Arab Emirates
$20M +$17.7M +67,280 +765%
NW
372
NewEdge Wealth
Pennsylvania
$20M +$1.9M +7,206 +11%
Two Sigma Investments
373
Two Sigma Investments
New York
$19.8M -$169M -642,541 -90%
BTW
374
Boston Trust Walden
Massachusetts
$19.8M -$423K -1,605 -2%
BPWM
375
Badgley Phelps Wealth Managers
Washington
$19.5M +$644K +2,443 +3%
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