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 %
MWM
851
Meridian Wealth Management
Kentucky
$4.19M +$2.21M +8,392 +112%
PA
852
Profund Advisors
Maryland
$4.19M -$511K -1,939 -11%
CI
853
Capital International
California
$4.19M -$15.8K -60 -0.4%
WC
854
Woodstock Corp
Massachusetts
$4.17M +$8.17K +31 +0.2%
MC
855
Moors & Cabot
Massachusetts
$4.17M +$179K +680 +4%
VWM
856
Valley Wealth Managers
New Jersey
$4.15M -$122K -463 -3%
LS
857
Leelyn Smith
Illinois
$4.15M -$84.3K -320 -2%
VMPIC
858
Varma Mutual Pension Insurance Co
Finland
$4.14M +$489K +1,855 +13%
LG
859
LaFleur & Godfrey
Michigan
$4.14M -$64.8K -246 -2%
TCA
860
Transcend Capital Advisors
New Jersey
$4.14M -$115K -438 -3%
DBT
861
Dubuque Bank & Trust
Iowa
$4.13M +$15.3K +58 +0.4%
IA
862
IFG Advisory
Georgia
$4.13M +$180K +682 +5%
TPA
863
Trivium Point Advisory
Connecticut
$4.11M -$36.4K -143 -0.9%
WWM
864
Western Wealth Management
Colorado
$4.08M -$140K -531 -3%
BL
865
Balentine LLC
Georgia
$4.08M -$319K -1,210 -7%
PTC
866
Private Trust Company
Ohio
$4.08M +$73.5K +279 +2%
SG Americas Securities
867
SG Americas Securities
New York
$4.07M -$4.66M -17,705 -53%
PTB
868
Pioneer Trust Bank
Oregon
$4.07M -$379K -1,440 -9%
Impax Asset Management Group
869
Impax Asset Management Group
United Kingdom
$4.07M -$521K -1,977 -11%
PWP
870
Private Wealth Partners
California
$4.07M -$216K -820 -5%
CB
871
Community Bank
New York
$4.05M -$97.5K -370 -2%
TMAM
872
Tokio Marine Asset Management
Japan
$4.04M +$304K +1,153 +8%
BAM
873
Belpointe Asset Management
Nevada
$4M +$153K +581 +4%
FPFS
874
First Personal Financial Services
North Carolina
$3.99M -$109K -414 -3%
JIP
875
Jaffetilchin Investment Partners
Florida
$3.98M +$83K +315 +2%
33 34
35
36 37