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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 %
RWM
876
RBA Wealth Management
California
$3.98M +$3.6M +13,670 +958%
DWM
877
Dorchester Wealth Management
Quebec, Canada
$3.97M -$569K -2,160 -13%
MWM
878
Mattern Wealth Management
Kansas
$3.97M +$74.6K +283 +2%
BOSSRA
879
B.O.S.S. Retirement Advisors
Utah
$3.95M +$130K +492 +3%
FSA
880
Financial Security Advisor
Virginia
$3.94M +$3.94M +14,957 New
DAC
881
Dividend Assets Capital
South Carolina
$3.94M -$478K -1,815 -11%
TTWM
882
TCV Trust & Wealth Management
Virginia
$3.93M +$42.2K +160 +1%
HRC
883
Hoertkorn Richard Charles
$3.93M -$25.8K -98 -0.7%
GCM
884
Gables Capital Management
Florida
$3.92M +$43.2K +164 +1%
RMDI
885
R.M. Davis Inc
Maine
$3.92M -$217K -824 -5%
NHC
886
Nicholas Hoffman & Company
Georgia
$3.91M -$33.2K -126 -0.8%
TNBTD
887
Trustmark National Bank Trust Department
Mississippi
$3.89M -$120K -457 -3%
LDB
888
Lee, Danner & Bass
Tennessee
$3.88M -$875K -3,321 -18%
HI
889
Harbour Investments
Wisconsin
$3.88M +$98.8K +375 +3%
CFG
890
Citizens Financial Group
Rhode Island
$3.88M -$1.02M -3,885 -21%
FAP
891
Financial Advisory Partners
Florida
$3.88M -$48.7K -185 -1%
RPC
892
Rossmore Private Capital
Connecticut
$3.87M -$25.3K -96 -0.6%
BB
893
Bell Bank
North Dakota
$3.86M +$74K +281 +2%
DWT
894
Dorsey & Whitney Trust
South Dakota
$3.85M -$220K -835 -5%
OIM
895
Opus Investment Management
Massachusetts
$3.85M – – –
MCM
896
Masterton Capital Management
New York
$3.85M +$3.85M +14,600 New
EW
897
Evexia Wealth
Wisconsin
$3.84M +$181K +703 +5%
MCCP
898
Mission Creek Capital Partners
California
$3.84M +$46.9K +178 +1%
IA
899
IFP Advisors
Florida
$3.84M -$784K -2,975 -17%
AWM
900
Avior Wealth Management
Nebraska
$3.84M +$1.05K +4 +0%
34 35
36
37 38