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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 %
DA
1001
DCM Advisors
New York
$3.12M -$6.59K -25 -0.2%
AC
1002
Abbrea Capital
California
$3.12M +$10K +38 +0.3%
PF
1003
Phoenix Financial
Israel
$3.12M +$524K +1,989 +20%
DEA
1004
DoubleLine ETF Adviser
Florida
$3.11M +$362K +1,376 +13%
HWAM
1005
Hennion & Walsh Asset Management
New Jersey
$3.11M +$556K +2,109 +22%
OC
1006
Optimas Capital
Hong Kong
$3.11M +$3.11M +11,800 New
SFO
1007
Stokes Family Office
Louisiana
$3.1M -$7.9K -30 -0.3%
JAG
1008
Journey Advisory Group
Kentucky
$3.09M +$65.6K +249 +2%
RCA
1009
Resonant Capital Advisors
Wisconsin
$3.07M +$26.6K +101 +0.9%
AAM
1010
Auxier Asset Management
Oregon
$3.07M -$20K -76 -0.6%
CWM
1011
Collaborative Wealth Management
Florida
$3.06M +$2.84M +10,783 +1,304%
MCWS
1012
McKinley Carter Wealth Services
West Virginia
$3.06M +$876K +3,327 +40%
WEG
1013
World Equity Group
Illinois
$3.04M +$1.53M +5,796 +101%
AWA
1014
Arkadios Wealth Advisors
Georgia
$3.04M +$913K +3,464 +43%
FIA
1015
Foundations Investment Advisors
Arizona
$3.04M +$905K +3,434 +42%
LA
1016
LVW Advisors
New York
$3.03M -$532K -2,019 -15%
LGF
1017
LGT Group Foundation
Liechtenstein
$3.03M +$220K +853 +8%
CSUI
1018
Cincinnati Specialty Underwriters Insurance
Ohio
$3.03M – – –
GIS
1019
Graphene Investments SAS
France
$3.03M +$316K +1,200 +12%
MIM
1020
Marco Investment Management
Georgia
$3.03M -$135K -512 -4%
SL
1021
Salomon & Ludwin
Virginia
$3.03M +$15.8K +60 +0.5%
SB
1022
Simmons Bank
Arkansas
$3.03M -$156K -591 -5%
FAM
1023
Fred Alger Management
New York
$3.02M – – –
BDA
1024
Borer Denton & Associates
Pennsylvania
$3.02M +$3.95K +15 +0.1%
CWM
1025
Chesapeake Wealth Management
Virginia
$3.02M -$44.8K -170 -1%
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