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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 %
ECM
976
Evergreen Capital Management
Washington
$3.27M -$149K -564 -4%
LOAME
977
Lombard Odier Asset Management (Europe)
United Kingdom
$3.26M -$18.2K -69 -0.6%
RIA
978
Realta Investment Advisors
Delaware
$3.26M -$13.4K -45 -0.4%
MSAM
979
Moloney Securities Asset Management
Missouri
$3.26M -$66.7K -253 -2%
CFGS
980
Concourse Financial Group Securities
Alabama
$3.25M +$15.5K +59 +0.5%
VCA
981
Verdence Capital Advisors
Maryland
$3.24M +$120K +456 +4%
HKIM
982
Hayek Kallen Investment Management
Alabama
$3.24M +$134K +508 +4%
AIP
983
Ameritas Investment Partners
Nebraska
$3.24M +$54.5K +207 +2%
ATC
984
Adirondack Trust Company
New York
$3.23M +$6.59K +25 +0.2%
PIM
985
Provident Investment Management
Michigan
$3.23M – – –
BFM
986
Boston Financial Management
Massachusetts
$3.23M +$24.2K +92 +0.8%
SBIA
987
Sheaff Brock Investment Advisors
Indiana
$3.22M +$29K +110 +0.9%
GP
988
Girard Partners
Pennsylvania
$3.21M -$156K -591 -5%
GC
989
Grimes & Company
Massachusetts
$3.2M -$34.8K -132 -1%
WPW
990
Waldron Private Wealth
Pennsylvania
$3.2M -$39K -148 -1%
CB
991
Cadence Bank
Mississippi
$3.19M -$18.4K -70 -0.6%
NIM
992
NEOS Investment Management
Connecticut
$3.18M +$3.18M +12,080 New
EOJOAM
993
E. Ohman J:or Asset Management
Sweden
$3.16M +$3.16M +12,000 New
PWPS
994
Pinnacle Wealth Planning Services
Ohio
$3.16M -$10.3K -39 -0.3%
HT
995
HAP Trading
New York
$3.15M +$3.15M +11,976 New
DMC
996
Drexel Morgan & Co
Pennsylvania
$3.15M – – –
BHPW
997
Beverly Hills Private Wealth
California
$3.14M -$1.49M -5,639 -32%
PBK
998
Peoples Bank (Kansas)
Kansas
$3.13M +$3.13M +11,892 New
IIC
999
Ironwood Investment Counsel
Arizona
$3.13M +$224K +851 +8%
Nomura Holdings
1000
Nomura Holdings
Japan
$3.12M +$2.03M +7,717 +187%
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