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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 %
IIM
526
Intact Investment Management
Quebec, Canada
$10.4M – – –
ACA
527
Aptus Capital Advisors
Alabama
$10.3M -$218K -826 -2%
SIG
528
Stonegate Investment Group
Alabama
$10.3M -$20.8K -79 -0.2%
MBTD
529
Mechanics Bank - Trust Department
California
$10.3M -$1.32K -5 -0%
PGIM
530
Pacific Global Investment Management
California
$10.3M -$82.2K -312 -0.8%
API
531
Advisor Partners II
California
$10.2M +$266K +1,008 +3%
BIA
532
Biondo Investment Advisors
Pennsylvania
$10.1M +$301K +1,141 +3%
GT
533
Greenleaf Trust
Michigan
$10M +$141K +535 +1%
NMERB
534
New Mexico Educational Retirement Board
New Mexico
$10M +$632K +2,400 +7%
WBC
535
Westpac Banking Corp
Australia
$10M -$2.74M -10,397 -21%
SC
536
Savant Capital
Illinois
$9.99M -$253K -962 -2%
MDCM
537
Morgan Dempsey Capital Management
Wisconsin
$9.98M -$464K -1,760 -4%
BVDMP
538
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$9.95M – – –
YIA
539
YHB Investment Advisors
Connecticut
$9.92M +$47.2K +179 +0.5%
ONB
540
Old National Bancorp
Indiana
$9.88M -$119K -450 -1%
DWP
541
Daymark Wealth Partners
Ohio
$9.87M +$7.31M +105,249 +286%
MGP
542
Metis Global Partners
California
$9.82M +$1.09M +4,154 +13%
LIM
543
Leavell Investment Management
Alabama
$9.81M +$263K +999 +3%
AWA
544
Arete Wealth Advisors
Illinois
$9.8M +$1.17M +4,423 +13%
BCI
545
Brinker Capital Investments
Pennsylvania
$9.78M -$301K -1,143 -3%
OPS
546
Orion Portfolio Solutions
Nebraska
$9.78M -$301K -1,143 -3%
PWLP
547
Prio Wealth Limited Partnership
Massachusetts
$9.74M -$125K -476 -1%
PWP
548
Perfromance Wealth Partners
Illinois
$9.69M +$540K +2,048 +6%
DWM
549
Dakota Wealth Management
Florida
$9.68M -$1.2M -4,539 -11%
RC
550
Roundview Capital
New Jersey
$9.63M -$267K -1,013 -3%
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