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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 %
CWS
1076
Confluence Wealth Services
Pennsylvania
$2.73M -$184K -698 -6%
BB
1077
Berkshire Bank
Massachusetts
$2.7M -$24K -91 -0.9%
S
1078
SimplyRich
California
$2.7M -$7.64K -29 -0.3%
CAG
1079
Csenge Advisory Group
Florida
$2.69M +$17.4K +66 +0.6%
IB
1080
Intrust Bank
Kansas
$2.69M -$283K -1,076 -10%
NF
1081
Nikulski Financial
Iowa
$2.68M +$230K +873 +9%
PRS
1082
Pinkerton Retirement Specialists
Idaho
$2.68M -$16.6K -63 -0.6%
FFM
1083
Forum Financial Management
Illinois
$2.68M +$110K +419 +4%
SIC
1084
SJS Investment Consulting
Ohio
$2.66M +$1.05K +4 +0%
BHC
1085
Bowen Hanes & Co
Florida
$2.66M +$382K +1,450 +17%
CTI
1086
Community Trust & Investment
Kentucky
$2.66M -$41.6K -158 -2%
SIC
1087
Shoker Investment Counsel
Ohio
$2.65M -$26.1K -99 -1%
HAS
1088
HBW Advisory Services
California
$2.65M +$829K +3,147 +46%
HEIP
1089
Hudson Edge Investment Partners
New Jersey
$2.64M – – –
CIA
1090
Cohen Investment Advisors
New Hampshire
$2.64M +$200K +759 +8%
OCM
1091
Olstein Capital Management
New York
$2.63M – – –
CNBTD
1092
Citizens National Bank Trust Department
Mississippi
$2.63M – – –
ACM
1093
Alta Capital Management
Utah
$2.63M -$16.9K -64 -0.6%
BSB
1094
Bangor Savings Bank
Maine
$2.62M +$56.6K +215 +2%
MSA
1095
Marino Stram & Associates
Massachusetts
$2.62M -$55.1K -209 -2%
AWAU
1096
Alliance Wealth Advisors (Utah)
Utah
$2.61M +$144K +548 +6%
IGGA
1097
Iron Gate Global Advisors
Utah
$2.6M -$152K -573 -6%
CCT
1098
Capital City Trust
Florida
$2.6M -$565K -2,145 -18%
SF
1099
Summit Financial
New Jersey
$2.6M -$2.37K -9 -0.1%
VF
1100
Virtu Financial
New York
$2.59M +$2.59M +9,843 New
42 43
44
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