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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 %
WCA
676
Waratah Capital Advisors
Ontario, Canada
$6.35M +$2.17M +8,243 +52%
RIL
677
Rothschild Investment LLC
Illinois
$6.34M +$25.3K +96 +0.4%
PCM
678
Palisade Capital Management
New Jersey
$6.31M -$52.7K -200 -0.8%
MFG
679
Merit Financial Group
Georgia
$6.29M +$95.6K +363 +2%
TI
680
Trexquant Investment
Connecticut
$6.28M +$6.28M +23,849 New
CW
681
CIC Wealth
Maryland
$6.26M -$17.4K -66 -0.3%
BRM
682
Boston Research & Management
Massachusetts
$6.25M +$36.9K +140 +0.6%
SS
683
Simplicity Solutions
Minnesota
$6.25M -$1.11M -4,199 -15%
RSWM
684
Robertson Stephens Wealth Management
California
$6.24M +$2.03M +7,711 +48%
IMRF
685
Illinois Municipal Retirement Fund
Illinois
$6.21M – – –
AP
686
Appleton Partners
Massachusetts
$6.17M -$168K -639 -3%
ST
687
Smithfield Trust
Pennsylvania
$6.17M +$29.5K +112 +0.5%
TF
688
Talbot Financial
Washington
$6.14M +$99.3K +377 +2%
Twin Tree Management
689
Twin Tree Management
Texas
$6.13M +$6.13M +23,265 New
GHA
690
Granite Harbor Advisors
Texas
$6.11M -$1.14M -4,336 -16%
Envestnet Portfolio Solutions
691
Envestnet Portfolio Solutions
Illinois
$6.11M +$6.11M +23,195 New
AWM
692
Axxcess Wealth Management
California
$6.1M +$1.58M +5,994 +35%
NMIMC
693
Northwestern Mutual Investment Management Company
Wisconsin
$6.06M -$7.11K -27 -0.1%
FM
694
Freemont Management
Switzerland
$6.06M -$1.03M -3,900 -14%
AWM
695
Apollon Wealth Management
South Carolina
$6.06M -$191K -724 -3%
GIA
696
Gladstone Institutional Advisory
Florida
$6.03M +$436K +1,655 +8%
CBTWT
697
Community Bank & Trust (Waco, Texas)
Texas
$6M +$28.8K +125 +0.5%
CIA
698
Choate Investment Advisors
Massachusetts
$6M +$52.4K +199 +0.9%
OCAM
699
Onex Canada Asset Management
Ontario, Canada
$5.99M -$1.06M -4,013 -15%
LPT
700
Legacy Private Trust
Wisconsin
$5.99M -$142K -538 -2%
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