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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 %
MNBTD
701
Moody National Bank Trust Division
Texas
$5.99M +$518K +1,967 +9%
WAS
702
WESPAC Advisors SoCal
California
$5.98M -$33.7K -128 -0.6%
CMP
703
Coston McIsaac & Partners
Maine
$5.95M +$176K +668 +3%
SFS
704
Sowell Financial Services
Arkansas
$5.93M +$97.7K +371 +2%
AC
705
Addenda Capital
Quebec, Canada
$5.93M -$5.53K -21 -0.1%
BFG
706
Bleakley Financial Group
New Jersey
$5.92M -$1.07M -4,048 -15%
AF
707
Allworth Financial
California
$5.91M +$331K +1,258 +6%
Capstone Investment Advisors
708
Capstone Investment Advisors
New York
$5.85M +$4.19M +15,889 +251%
SPC
709
Sigma Planning Corp
Michigan
$5.85M -$841K -3,193 -13%
WW
710
Windle Wealth
Oklahoma
$5.85M -$26.3K -100 -0.4%
MCC
711
Money Concepts Capital
Florida
$5.83M -$1.04M -3,933 -15%
KFP
712
KMG Fiduciary Partners
Ohio
$5.82M +$68.8K +261 +1%
SFA
713
Sequoia Financial Advisors
Ohio
$5.81M -$80.1K -304 -1%
RAM
714
Riggs Asset Management
Pennsylvania
$5.76M -$84K -319 -1%
SCM
715
Schnieders Capital Management
California
$5.76M -$30.3K -115 -0.5%
SWA
716
Stratos Wealth Advisors
Ohio
$5.76M -$232K -882 -4%
PAM
717
Panagora Asset Management
Massachusetts
$5.74M -$1.55M -5,868 -21%
PAS
718
Park Avenue Securities
New York
$5.73M +$252K +955 +5%
MGIA
719
Moneta Group Investment Advisors
Missouri
$5.67M +$234K +889 +4%
DCM
720
Donaldson Capital Management
Indiana
$5.65M -$487K -1,850 -8%
CK
721
Cohen Klingenstein
New York
$5.64M – – –
WP
722
WMS Partners
Maryland
$5.62M +$73.8K +280 +1%
NEI
723
Northwest & Ethical Investments
Ontario, Canada
$5.61M +$5.61M +21,280 New
PFSC
724
Peoples Financial Services Corp
Pennsylvania
$5.6M +$6.32K +24 +0.1%
NHT
725
New Hampshire Trust
New Hampshire
$5.56M -$81.4K -309 -1%
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