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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 %
CW
1051
CreativeOne Wealth
Kansas
$2.87M +$176K +670 +7%
VNA
1052
Valley National Advisers
Pennsylvania
$2.87M -$55.6K -211 -2%
WAAG
1053
Wealth Alliance Advisory Group
Kansas
$2.86M +$40K +152 +1%
WAM
1054
Wolverine Asset Management
Illinois
$2.85M +$2.85M +10,816 New
DFCM
1055
Dark Forest Capital Management
Puerto Rico
$2.85M +$2.28M +8,654 +402%
IC
1056
Inscription Capital
Texas
$2.83M -$128K -487 -4%
FNBOMD
1057
First National Bank of Mount Dora
Florida
$2.83M +$7.38K +28 +0.3%
HIC
1058
Holderness Investments Company
North Carolina
$2.82M +$35K +133 +1%
AIC
1059
Argus Investors Counsel
New York
$2.82M -$790 -3 -0%
RA
1060
RFG Advisory
Alabama
$2.82M +$132K +502 +5%
LKIM
1061
Lawson Kroeker Investment Management
Nebraska
$2.81M -$237K -900 -8%
ANBT
1062
American National Bank & Trust
Texas
$2.8M +$1.88M +7,134 +203%
SSWM
1063
Smith Salley Wealth Management
North Carolina
$2.79M +$1.9M +7,211 +212%
KJWM
1064
Kiley Juergens Wealth Management
Washington
$2.79M -$8.17K -31 -0.3%
CIA
1065
Citadel Investment Advisory
Ohio
$2.78M – – –
OAM
1066
Odey Asset Management
United Kingdom
$2.78M +$2.78M +10,540 New
RPWA
1067
Regent Peak Wealth Advisors
Georgia
$2.78M -$2.9K -11 -0.1%
GL
1068
Graypoint LLC
New York
$2.77M +$19.2K +73 +0.7%
GLA
1069
Good Life Advisors
Pennsylvania
$2.77M +$186K +705 +7%
TVWM
1070
Tower View Wealth Management
Wisconsin
$2.76M +$409K +1,552 +17%
PP
1071
Patten & Patten
Tennessee
$2.76M +$320K +1,215 +13%
JIC
1072
Joel Isaacson & Co
New York
$2.75M +$527 +2 +0%
FMAEN1
1073
Fund Management at Engine No 1
California
$2.75M +$241K +916 +10%
NFG
1074
Nations Financial Group
Iowa
$2.74M +$136K +516 +5%
CCA
1075
Checchi Capital Advisers
California
$2.73M +$176K +669 +7%
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