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 %
MC
501
Miramar Capital
Illinois
$11.3M -$164K -621 -1%
TF
502
Tompkins Financial
New York
$11.2M +$956K +3,630 +9%
RP
503
Rowlandmiller & Partners
Georgia
$11.2M -$133K -505 -1%
ASN
504
Advisory Services Network
Georgia
$11.1M +$296K +1,125 +3%
MCM
505
Monarch Capital Management
Indiana
$11M -$61.4K -233 -0.6%
RCYC
506
Richard C. Young & Co
Rhode Island
$11M +$33.7K +128 +0.3%
LW
507
Linscomb Wealth
Texas
$11M -$835K -3,168 -7%
WSFS
508
Wilmington Savings Fund Society
Delaware
$10.9M +$128K +484 +1%
IC
509
IEQ Capital
California
$10.9M +$108K +411 +1%
VLKIM
510
Van Lanschot Kempen Investment Management
Netherlands
$10.9M -$7.29M -27,665 -40%
USCWA
511
U.S. Capital Wealth Advisors
Texas
$10.9M +$70.3K +267 +0.7%
FSA
512
Franklin Street Advisors
North Carolina
$10.8M -$8.43K -32 -0.1%
BC
513
Burney Company
Virginia
$10.8M +$3.31M +12,575 +44%
GLA
514
Great Lakes Advisors
Illinois
$10.7M +$1.82M +6,914 +20%
BCV
515
Banque Cantonale Vaudoise
Switzerland
$10.7M +$480K +1,821 +5%
LCM
516
Logan Capital Management
Pennsylvania
$10.7M +$1.64M +6,211 +18%
CIC
517
Chilton Investment Company
Connecticut
$10.7M +$229K +871 +2%
ATC
518
Argent Trust Co
Tennessee
$10.6M +$61.9K +235 +0.6%
CNB
519
Camden National Bank
Maine
$10.6M -$34.2K -130 -0.3%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$10.6M +$964K +3,659 +10%
CANC
521
Culbertson A N & Co
Virginia
$10.6M -$56.4K -214 -0.5%
SIMG
522
Sonora Investment Management Group
Arizona
$10.5M +$46.4K +176 +0.4%
IWC
523
Integrated Wealth Concepts
Massachusetts
$10.5M -$129K -488 -1%
HCM
524
Hilton Capital Management
New York
$10.5M -$581K -2,206 -5%
FWTB
525
First Western Trust Bank
Colorado
$10.5M -$388K -1,474 -4%
19 20
21
22 23