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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 %
KWMG
476
King Wealth Management Group
Florida
$12.6M +$179K +679 +1%
VA
477
Vident Advisory
Georgia
$12.6M +$12.6M +47,705 New
BCM
478
Brookstone Capital Management
Illinois
$12.6M +$2.52M +9,737 +25%
RWP
479
RWA Wealth Partners
Massachusetts
$12.5M +$433K +1,645 +4%
FLII
480
First Long Island Investors
New York
$12.4M +$80.1K +304 +0.6%
GHA
481
GW Henssler & Associates
Georgia
$12.4M -$809K -3,071 -6%
TIAA Trust, National Association
482
TIAA Trust, National Association
North Carolina
$12.4M +$12.4M +47,058 New
AC
483
Armistice Capital
New York
$12.3M -$6.18M -23,457 -34%
JIR
484
James Investment Research
Ohio
$12.1M -$79K -300 -0.6%
RT
485
Rockland Trust
Massachusetts
$12.1M +$96.9K +368 +0.8%
SWM
486
Segment Wealth Management
Texas
$12M +$288K +1,092 +2%
BSW
487
Buckingham Strategic Wealth
Missouri
$12M +$11.6K +44 +0.1%
AAS
488
Avantax Advisory Services
Texas
$12M +$215K +817 +2%
LSERS
489
Louisiana State Employees Retirement System
Louisiana
$11.9M – – –
KWM
490
Kingsview Wealth Management
Oregon
$11.8M +$4.43M +16,819 +60%
MIA
491
MainStreet Investment Advisors
Illinois
$11.7M -$351K -1,331 -3%
CIS
492
Connors Investor Services
Pennsylvania
$11.7M +$120K +456 +1%
BB
493
Busey Bank
Illinois
$11.7M -$82.5K -313 -0.7%
NB
494
Norinchukin Bank
Japan
$11.7M -$10.2M -38,738 -47%
PFS
495
Prospera Financial Services
Texas
$11.6M -$60.9K -231 -0.5%
TCOV
496
Trust Company of Vermont
Vermont
$11.6M +$793K +3,009 +7%
BMCM
497
Bryn Mawr Capital Management
Pennsylvania
$11.4M +$2.66M +10,110 +30%
KCM
498
Kornitzer Capital Management
Kansas
$11.3M -$270K -1,025 -2%
American Century Companies
499
American Century Companies
Missouri
$11.3M +$1.86M +7,045 +20%
MLL
500
Moody Lynn & Lieberson
Massachusetts
$11.3M -$110K -416 -1%
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