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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 %
APP
926
Avantax Planning Partners
Iowa
$3.62M -$109K -412 -3%
AMI
927
Amica Mutual Insurance
Rhode Island
$3.61M +$1.6M +6,089 +80%
AIM
928
Anchor Investment Management
South Carolina
$3.59M +$217K +823 +6%
SC
929
SouthState Corp
Florida
$3.58M -$97.7K -371 -3%
SCP
930
Shorepoint Capital Partners
Massachusetts
$3.57M -$69.3K -263 -2%
WC
931
Weil Company
California
$3.57M – – –
BFW
932
Brady Family Wealth
Missouri
$3.56M -$9.48K -36 -0.3%
CA
933
CoreCap Advisors
Michigan
$3.56M +$38.2K +145 +1%
EWA
934
Exencial Wealth Advisors
Oklahoma
$3.55M -$116K -442 -3%
HT
935
Heritage Trust
Oklahoma
$3.55M -$33.5K -127 -0.9%
IWP
936
Icon Wealth Partners
Texas
$3.54M -$654K -2,484 -16%
FNBTCON
937
First National Bank & Trust Co of Newtown
Pennsylvania
$3.53M -$14.5K -55 -0.4%
DT
938
Diversified Trust
Tennessee
$3.53M -$303K -1,150 -8%
CSPIA
939
Cary Street Partners Investment Advisory
Virginia
$3.5M +$553K +2,098 +19%
GCIM
940
Gunn & Company Investment Management
Florida
$3.5M +$3.5M +13,281 New
GIP
941
Greatmark Investment Partners
Georgia
$3.49M -$15.8K -60 -0.5%
LSAG
942
Lake Street Advisors Group
New Hampshire
$3.48M -$22.1K -84 -0.6%
BCA
943
Bray Capital Advisors
Florida
$3.48M -$87.7K -333 -2%
WANY
944
Wealthspire Advisors (New York)
New York
$3.48M +$526K +1,998 +18%
WJWM
945
Williams Jones Wealth Management
New York
$3.47M -$12.9K -49 -0.4%
CAM
946
Carret Asset Management
New York
$3.46M +$40.3K +153 +1%
DI
947
DFPG Investments
Utah
$3.45M +$567K +2,124 +20%
PIM
948
Penobscot Investment Management
Massachusetts
$3.45M +$1.12M +4,246 +48%
BTI
949
Blue Trust Inc
Georgia
$3.45M +$419K +1,403 +14%
FFA
950
First Foundation Advisors
California
$3.45M -$1.05M -3,970 -23%
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