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 %
PFS
751
Physicians Financial Services
North Carolina
$5.21M +$263 +1 +0%
USAA
752
United Services Automobile Association
Texas
$5.2M +$581K +2,204 +13%
AAIS
753
ABN AMRO Investment Solutions
$5.2M +$937K +3,557 +22%
H
754
HoyleCohen
California
$5.19M +$73.5K +279 +1%
FTA
755
Financial & Tax Architects
Missouri
$5.18M +$129K +491 +3%
SFCM
756
Savoir Faire Capital Management
Connecticut
$5.16M +$5.16M +19,599 New
PT
757
Plimoth Trust
Massachusetts
$5.16M +$340K +1,291 +7%
GW
758
GW & Wade
Massachusetts
$5.16M +$315K +1,196 +7%
TI
759
Tidal Investments
Wisconsin
$5.15M +$1.11M +4,232 +28%
PBT
760
Pictet Bank & Trust
Bahamas
$5.15M -$91.2K -346 -2%
IFAM
761
Institutional & Family Asset Management
Colorado
$5.14M -$6.85K -26 -0.1%
FIB
762
First Interstate Bank
Montana
$5.13M -$364K -1,383 -7%
FCH
763
Freestone Capital Holdings
Washington
$5.13M +$169K +642 +3%
NS
764
NBC Securities
Alabama
$5.12M +$5.12M +19,452 New
CCM
765
Consolidated Capital Management
California
$5.12M -$90.9K -345 -2%
LWANC
766
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.11M -$232K -882 -4%
BP
767
Ballentine Partners
Massachusetts
$5.11M +$228K +864 +5%
CAM
768
Columbia Asset Management
Michigan
$5.1M -$3.69K -14 -0.1%
PMIA
769
Patrick Mauro Investment Advisor
Illinois
$5.08M -$61.4K -233 -1%
TWA
770
TCI Wealth Advisors
Arizona
$5.06M -$10K -38 -0.2%
PVI
771
Pine Valley Investments
New Jersey
$5.05M +$175K +666 +4%
NG
772
NatWest Group
United Kingdom
$5.03M +$135K +511 +3%
CL
773
Choreo LLC
Illinois
$5.02M -$111K -422 -2%
OAM
774
Oak Asset Management
California
$5.01M +$16.3K +62 +0.3%
HA
775
Hamel Associates
New Jersey
$5.01M -$9.22K -35 -0.2%
29 30
31
32 33