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 %
SCM
901
Silvant Capital Management
Georgia
$3.83M – – –
LA
902
Legacy Advisors
Pennsylvania
$3.81M +$1.34M +5,092 +54%
VA
903
Valmark Advisers
Ohio
$3.81M +$123K +466 +3%
CT
904
Coastline Trust
Rhode Island
$3.81M -$125K -474 -3%
GWM
905
Geneos Wealth Management
Colorado
$3.81M +$165K +627 +5%
CM
906
Caption Management
Oklahoma
$3.79M +$3.53M +13,400 +1,340%
SW
907
SlateStone Wealth
Florida
$3.79M +$1.55M +5,900 +69%
HSA
908
HBK Sorce Advisory
Pennsylvania
$3.79M -$19.8K -75 -0.5%
FFN
909
Focus Financial Network
Minnesota
$3.78M +$125K +475 +3%
GRP
910
Global Retirement Partners
California
$3.78M +$127K +496 +3%
RWA
911
Ropes Wealth Advisors
Massachusetts
$3.78M -$148K -560 -4%
PA
912
Parallel Advisors
California
$3.77M +$283K +1,075 +8%
ST
913
Spinnaker Trust
Maine
$3.76M +$58.7K +223 +2%
PL
914
Parthenon LLC
Kentucky
$3.74M – – –
GL
915
GHE LLC
Tennessee
$3.73M +$33.2K +126 +0.9%
MPI
916
Mairs & Power Inc
Minnesota
$3.72M -$148K -561 -4%
AOWM
917
Alpha Omega Wealth Management
Virginia
$3.71M -$98.5K -374 -3%
CT
918
Clearstead Trust
Maine
$3.71M -$1.96M -7,434 -35%
MIC
919
Means Investment Company
Maine
$3.69M -$70.3K -267 -2%
GWSG
920
GPS Wealth Strategies Group
Colorado
$3.69M +$70.1K +266 +2%
NIC
921
Northwest Investment Counselors
Oregon
$3.65M -$10.3K -39 -0.3%
MAS
922
Meeder Advisory Services
Ohio
$3.65M -$308K -1,169 -8%
NP
923
NorthRock Partners
Minnesota
$3.63M +$78K +296 +2%
VCP
924
Verus Capital Partners
Arizona
$3.63M +$90.4K +343 +3%
FHB
925
First Hawaiian Bank
Hawaii
$3.62M -$1.17M -4,427 -24%
35 36
37
38 39