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 %
LIA
801
LS Investment Advisors
Michigan
$4.68M +$639K +2,427 +16%
SCP
802
Sandhill Capital Partners
New York
$4.65M +$51.4K +195 +1%
LSA
803
L & S Advisors
California
$4.64M +$4.64M +17,625 New
BHWM
804
Bar Harbor Wealth Management
New Hampshire
$4.64M -$232K -881 -5%
SLI
805
Sumitomo Life Insurance
Japan
$4.62M +$181K +686 +4%
PPW
806
Parcion Private Wealth
Washington
$4.62M +$20.5K +78 +0.4%
ST
807
Somerset Trust
Pennsylvania
$4.6M -$14.5K -55 -0.3%
WPP
808
Whalerock Point Partners
Rhode Island
$4.6M +$124K +470 +3%
NP
809
Nilsine Partners
Colorado
$4.59M -$21.1K -80 -0.5%
ET
810
Equitable Trust
Tennessee
$4.58M -$37.4K -142 -0.8%
WB
811
Webster Bank
Connecticut
$4.58M +$130K +495 +3%
AG
812
Ascent Group
Virginia
$4.56M -$1.24M -4,662 -21%
CWG
813
Cornerstone Wealth Group
North Carolina
$4.56M -$200K -759 -4%
EGM
814
Engineers Gate Manager
New York
$4.54M +$3.21M +12,183 +241%
SCM
815
Spring Capital Management
Texas
$4.53M -$33.2K -126 -0.7%
LBC
816
Lowe Brockenbrough & Co
Virginia
$4.53M -$714K -2,711 -14%
SAM
817
Shell Asset Management
Netherlands
$4.53M -$50.1K -190 -1%
MWM
818
Mission Wealth Management
California
$4.52M -$37.1K -141 -0.8%
FFBTD
819
First Financial Bank - Trust Division
Ohio
$4.51M -$189K -718 -4%
LCM
820
Liberty Capital Management
Michigan
$4.51M +$374K +1,418 +9%
FWP
821
FAS Wealth Partners
Kansas
$4.49M -$8.69K -33 -0.2%
S
822
SignatureFD
Georgia
$4.49M +$248K +943 +6%
RFM
823
Royal Fund Management
Florida
$4.47M -$167K -635 -4%
EA
824
Ellsworth Advisors
Ohio
$4.45M +$16.5K +64 +0.4%
WA
825
WBH Advisory
Maryland
$4.45M -$9.48K -36 -0.2%
31 32
33
34 35