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
+$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 %
AHB
426
Abner Herrman & Brock
New Jersey
$15.1M -$1.43M -5,425 -9%
M
427
MOTCO
Texas
$15.1M -$356K -1,352 -2%
KRS
428
Kentucky Retirement Systems
Kentucky
$15M -$448K -1,702 -3%
FHA
429
First Horizon Advisors
Tennessee
$14.9M -$134K -509 -0.9%
MSRPS
430
Maryland State Retirement & Pension System
Maryland
$14.8M +$121K +459 +0.8%
FNFDCM
431
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.7M -$32.1K -122 -0.2%
Vontobel Holding
432
Vontobel Holding
Switzerland
$14.7M -$2.39M -9,090 -14%
BAM
433
Burgundy Asset Management
Ontario, Canada
$14.6M -$657K -2,494 -4%
CA
434
Cetera Advisors
Colorado
$14.6M -$569K -2,158 -4%
OC
435
Oppenheimer & Co
New York
$14.4M +$295K +1,120 +2%
CAMG
436
CWA Asset Management Group
Florida
$14.4M +$524K +1,989 +4%
BRWA
437
B. Riley Wealth Advisors
Florida
$14.3M -$1.56M -5,935 -10%
PA
438
Pinnacle Associates
New York
$14.2M +$106K +402 +0.8%
EWA
439
EP Wealth Advisors
California
$14.1M +$10.9M +41,259 +337%
VC
440
Vestor Capital
Illinois
$14M +$300K +1,138 +2%
SGI
441
Summit Global Investments
Utah
$13.9M +$2.05M +7,791 +17%
GC
442
Gratus Capital
Georgia
$13.9M +$11.5M +43,812 +492%
GCA
443
Guardian Capital Advisors
Ontario, Canada
$13.9M -$61.7K -246 -0.4%
MG
444
Mather Group
Illinois
$13.9M +$552K +2,096 +4%
SAM
445
Securian Asset Management
Minnesota
$13.8M -$2.22M -8,440 -14%
VIP
446
Vantage Investment Partners
Missouri
$13.7M +$1.85M +7,008 +16%
AA
447
ALPS Advisors
Colorado
$13.7M -$7.62M -28,919 -36%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$13.6M +$2.12M +8,048 +18%
WCMN
449
Westchester Capital Management (Nebraska)
Nebraska
$13.6M +$288K +1,092 +2%
KPWS
450
Kestra Private Wealth Services
Texas
$13.6M +$1.22M +4,621 +10%
16 17
18
19 20