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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 %
CIA
626
Covington Investment Advisors
Pennsylvania
$7.52M -$17.1K -65 -0.2%
CIA
627
Capital Investment Advisors
Georgia
$7.51M -$363K -1,378 -5%
PCMK
628
Paragon Capital Management (Kansas)
Kansas
$7.47M -$67.2K -255 -0.9%
CCWM
629
Cassaday & Co Wealth Management
Virginia
$7.4M +$24.5K +93 +0.3%
TFA
630
Toth Financial Advisory
Virginia
$7.37M -$27.7K -105 -0.4%
WS
631
Wedbush Securities
California
$7.33M +$162K +615 +2%
FG
632
Foster Group
Iowa
$7.3M -$27.1K -103 -0.4%
HWM
633
Heirloom Wealth Management
Colorado
$7.21M -$150K -568 -2%
ETC
634
Exchange Traded Concepts
Oklahoma
$7.2M -$5.88M -22,337 -45%
CAG
635
Crestwood Advisors Group
Massachusetts
$7.2M +$195K +739 +3%
1IA
636
1834 Investment Advisors
Wisconsin
$7.19M – – –
RVPG
637
Relative Value Partners Group
$7.17M +$66.9K +254 +0.9%
MHIC
638
Marble Harbor Investment Counsel
Massachusetts
$7.14M -$52.7K -200 -0.7%
CCM
639
Coldstream Capital Management
Washington
$7.12M -$126K -477 -2%
Verition Fund Management
640
Verition Fund Management
Connecticut
$7.1M +$4.63M +17,566 +187%
FNB
641
Farmers National Bank
Kentucky
$7.07M +$247K +937 +4%
MA
642
Montag & Associates
Georgia
$7.01M -$65.9K -250 -0.9%
SCA
643
Stokes Capital Advisors
South Carolina
$6.98M +$209K +795 +3%
CCG
644
Chatham Capital Group
Georgia
$6.98M -$348K -1,320 -5%
MCM
645
Mattern Capital Management
Colorado
$6.98M +$268K +1,016 +4%
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$6.95M +$273K +1,037 +4%
EWM
647
Edge Wealth Management
New York
$6.77M -$25.3K -96 -0.4%
SAM
648
Sawgrass Asset Management
Florida
$6.76M -$331K -1,258 -5%
BWL
649
Bogart Wealth LLC
Virginia
$6.75M +$165K +626 +3%
PNAA
650
Pictet North America Advisors
Switzerland
$6.74M +$739K +2,804 +12%
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