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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 %
Wolverine Trading
576
Wolverine Trading
Illinois
$8.91M +$8.91M +33,803 New
SCA
577
Snowden Capital Advisors
New York
$8.89M -$11M -41,622 -55%
BFO
578
Boston Family Office
Massachusetts
$8.81M -$132K -502 -1%
UCFA
579
United Capital Financial Advisors
Texas
$8.78M +$799K +3,032 +10%
BBA
580
BLB&B Advisors
Pennsylvania
$8.73M +$271K +1,029 +3%
JPWM
581
Jamison Private Wealth Management
Georgia
$8.73M +$8.73M +33,134 New
SFI
582
Susquehanna Fundamental Investments
Pennsylvania
$8.72M -$4.15M -15,770 -32%
BST
583
Bath Savings Trust
Maine
$8.69M -$59.8K -227 -0.7%
PJSIMP
584
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.68M -$1.03K -4 -0%
LA
585
Lynch & Associates
Indiana
$8.66M +$31.4K +119 +0.4%
SW
586
Solidarity Wealth
Utah
$8.56M +$508K +1,929 +6%
PWAG
587
Polaris Wealth Advisory Group
California
$8.55M -$46.6K -177 -0.5%
MPM
588
Meritage Portfolio Management
Kansas
$8.46M -$57.7K -219 -0.7%
APF
589
Alaska Permanent Fund
Alaska
$8.45M +$1.72M +6,516 +26%
CA
590
Cornerstone Advisors
North Carolina
$8.43M +$501K +1,900 +6%
SIG
591
Sky Investment Group
Connecticut
$8.43M +$18.4K +70 +0.2%
Fisher Asset Management
592
Fisher Asset Management
Washington
$8.4M +$159K +604 +2%
CM
593
Churchill Management
California
$8.35M -$529K -2,008 -6%
WAOTB
594
Wealth Advisors of Tampa Bay
Florida
$8.3M +$4.14M +15,718 +100%
CAM
595
ClariVest Asset Management
California
$8.19M -$608K -2,308 -7%
AUB
596
Atlantic Union Bankshares
Virginia
$8.17M -$348K -1,320 -4%
MAM
597
Mastrapasqua Asset Management
Tennessee
$8.11M +$63.5K +241 +0.8%
TCOT
598
Trust Company of Toledo
Ohio
$8.08M +$881K +3,343 +12%
EAM
599
Erste Asset Management
Austria
$8.05M +$1.03M +3,900 +15%
HCM
600
Hutner Capital Management
Vermont
$8.04M -$94.8K -360 -1%
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