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 %
LNC
651
Lincoln National Corp
Pennsylvania
$6.74M +$465K +1,767 +7%
BFA
652
Benedict Financial Advisors
Georgia
$6.73M -$70.3K -267 -1%
CNAM
653
Campbell Newman Asset Management
Wisconsin
$6.71M – – –
LTI
654
Laffer Tengler Investments
Tennessee
$6.7M +$2.44M +9,278 +57%
KRSITF
655
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.7M -$200K -761 -3%
EFIC
656
Eliot Finkel Investment Counsel
California
$6.7M -$32.9K -125 -0.5%
PA
657
Perennial Advisors
New York
$6.7M +$93K +353 +1%
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$6.67M -$37.4K -142 -0.6%
CIC
659
Carnegie Investment Counsel
Ohio
$6.67M +$1.53M +5,811 +30%
CIM
660
Contravisory Investment Management
Massachusetts
$6.65M -$202K -765 -3%
AG
661
Advocate Group
Minnesota
$6.63M +$33.5K +127 +0.5%
PCOC
662
Power Corp of Canada
Canada
$6.56M – – –
TNB
663
Thomasville National Bank
Georgia
$6.56M -$150K -571 -2%
Tudor Investment Corp
664
Tudor Investment Corp
Connecticut
$6.55M +$5.96M +22,613 +1,002%
IWM
665
IHT Wealth Management
Illinois
$6.52M +$172K +652 +3%
VFA
666
Valeo Financial Advisors
Indiana
$6.51M +$110K +416 +2%
SCM
667
Stevens Capital Management
Pennsylvania
$6.5M -$1.79M -6,797 -22%
HBT
668
Hills Bank & Trust
Iowa
$6.5M -$40K -152 -0.6%
OAM
669
Ostrum Asset Management
France
$6.49M -$37.1K -141 -0.6%
CFG
670
Cambridge Financial Group
Ohio
$6.49M +$6.49M +24,619 New
ZCM
671
Ziegler Capital Management
Illinois
$6.45M -$219K -830 -3%
ESCM
672
Echo Street Capital Management
New York
$6.44M +$5.04M +19,116 +358%
PRC
673
Pearl River Capital
Michigan
$6.39M +$6.39M +24,253 New
CAL
674
Capital Analysts LLC
Pennsylvania
$6.38M -$62.4K -237 -1%
ATPW
675
Ashton Thomas Private Wealth
Arizona
$6.35M +$450K +1,710 +8%
25 26
27
28 29