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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 %
BBI
776
Baxter Bros Inc
Connecticut
$4.98M -$52.7K -200 -1%
FTDI
777
First Trust Direct Indexing
Massachusetts
$4.98M +$220K +835 +5%
Acadian Asset Management
778
Acadian Asset Management
Massachusetts
$4.97M -$6.91M -26,239 -58%
NEAM
779
New England Asset Management
Connecticut
$4.95M -$79K -300 -2%
MA
780
Mutual Advisors
Nebraska
$4.95M +$483K +1,832 +11%
JFL
781
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.95M -$109K -413 -2%
MWM
782
Modera Wealth Management
New Jersey
$4.95M -$32.7K -124 -0.7%
EI
783
Ethic Inc
New York
$4.9M -$12.4K -47 -0.3%
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$4.89M +$29.8K +113 +0.6%
III
785
Independent Investors Inc
New York
$4.89M – – –
Westfield Capital Management
786
Westfield Capital Management
Massachusetts
$4.86M +$336K +1,277 +7%
MIA
787
MMBG Investment Advisors
Florida
$4.86M – – –
NC
788
NBW Capital
Massachusetts
$4.85M +$12.4K +47 +0.3%
SWM
789
Spire Wealth Management
Virginia
$4.85M +$658K +2,499 +16%
LFAS
790
Level Four Advisory Services
Texas
$4.85M -$67.7K -257 -1%
BCFD
791
Boit C.F. David
$4.85M – – –
CWP
792
Cyndeo Wealth Partners
Florida
$4.83M +$280K +1,063 +6%
FA
793
FDx Advisors
Illinois
$4.8M -$938K -3,561 -16%
CTA
794
Colonial Trust Advisors
South Carolina
$4.8M -$47.2K -179 -1%
CPIG
795
Chicago Partners Investment Group
Illinois
$4.8M +$626K +2,456 +15%
CWP
796
CFM Wealth Partners
Texas
$4.76M +$630K +2,393 +15%
NGA
797
Naples Global Advisors
Florida
$4.76M -$14.5K -55 -0.3%
OAM
798
Oppenheimer Asset Management
New York
$4.75M -$344K -1,305 -7%
CIC
799
Crawford Investment Counsel
Georgia
$4.72M +$89.6K +340 +2%
VanEck Associates
800
VanEck Associates
New York
$4.68M +$2.26M +8,586 +93%
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