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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 %
CP
826
Cumberland Partners
Ontario, Canada
$4.44M – – –
VWMG
827
Virginia Wealth Management Group
Virginia
$4.43M +$21.9K +83 +0.5%
AIMCA
828
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.43M – – –
SIM
829
Stratos Investment Management
Ohio
$4.42M +$185K +701 +4%
FPB
830
First PREMIER Bank
South Dakota
$4.42M -$87K -330 -2%
RWM
831
Ritholtz Wealth Management
New York
$4.42M -$178K -677 -4%
KTM
832
Keeler Thomas Management
Utah
$4.41M +$285K +609 +7%
CRCM
833
Crystal Rock Capital Management
Illinois
$4.37M – – –
DJSG
834
D.J. St. Germain
Massachusetts
$4.37M -$17.4K -66 -0.4%
KA
835
Kintegral Advisory
New York
$4.36M -$2.63K -10 -0.1%
BCM
836
Brookmont Capital Management
Texas
$4.36M -$63.8K -242 -1%
JWCA
837
J.W. Cole Advisors
Florida
$4.36M -$33.7K -128 -0.8%
NSEDCP
838
NJ State Employees Deferred Compensation Plan
New Jersey
$4.34M – – –
DA
839
Duality Advisers
Florida
$4.34M +$4.34M +16,491 New
RCIM
840
Red Cedar Investment Management
Michigan
$4.34M +$41.1K +156 +1%
DWA
841
Douglass Winthrop Advisors
New York
$4.34M +$233K +884 +6%
LWP
842
LMG Wealth Partners
Louisiana
$4.28M +$217K +825 +5%
SL
843
Summitry LLC
California
$4.28M +$128K +485 +3%
TYCC
844
Texas Yale Capital Corp
Florida
$4.28M +$7.64K +29 +0.2%
QP
845
Quilter Plc
United Kingdom
$4.27M -$198K -198 -4%
RAG
846
RIA Advisory Group
Iowa
$4.27M -$189K -717 -4%
TWM
847
TLW Wealth Management
Florida
$4.26M +$1.61M +6,093 +61%
TFS
848
Thoroughbred Financial Services
Tennessee
$4.24M +$557K +2,113 +15%
FMC
849
First Merchants Corp
Indiana
$4.24M +$267K +1,013 +7%
NFAM
850
North Fourth Asset Management
New Jersey
$4.22M +$4.22M +16,000 New
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