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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 %
ACA
1101
Affinity Capital Advisors
California
$2.59M -$6.06K -23 -0.2%
FSCM
1102
Front Street Capital Management
Montana
$2.59M – – –
CHA
1103
Carmichael Hill & Associates
Maryland
$2.59M +$9.75K +37 +0.4%
CC
1104
Chicago Capital
Illinois
$2.59M +$36.1K +137 +1%
GDP
1105
Great Diamond Partners
Maine
$2.57M -$60.6K -230 -2%
KCPG
1106
Kavar Capital Partners Group
Kansas
$2.57M +$13.2K +50 +0.5%
PMFA
1107
Plante Moran Financial Advisors
Michigan
$2.56M -$71.9K -273 -3%
CIAS
1108
Capital Investment Advisory Services
North Carolina
$2.56M -$37.1K -141 -1%
WA
1109
Wambolt & Associates
Colorado
$2.56M +$54.9K +213 +2%
CCB
1110
Country Club Bank
Missouri
$2.55M -$23.1K -87 -0.9%
LFS
1111
Legacy Financial Strategies
Kansas
$2.55M -$24.1K -90 -0.9%
NWM
1112
Northcape Wealth Management
New York
$2.55M -$56.4K -214 -2%
PL
1113
Plancorp LLC
Missouri
$2.55M +$165K +628 +7%
HI
1114
Horizon Investments
North Carolina
$2.54M +$17.1K +65 +0.7%
ANTB
1115
AMG National Trust Bank
Colorado
$2.54M -$130K -494 -5%
CA
1116
CGN Advisors
Kansas
$2.53M +$256K +971 +11%
HAIM
1117
Hunter Associates Investment Management
Pennsylvania
$2.53M -$192K -729 -7%
HVIA
1118
Hudson Valley Investment Advisors
New York
$2.52M -$90.6K -344 -3%
RCWM
1119
Royal Capital Wealth Management
Indiana
$2.52M +$166K +629 +7%
CWM
1120
Cornerstone Wealth Management
Missouri
$2.51M +$216K +820 +9%
UAS
1121
United Asset Strategies
New York
$2.51M -$1.94M -7,349 -44%
T. Rowe Price Investment Management
1122
T. Rowe Price Investment Management
Maryland
$2.51M +$2.02M +7,675 +417%
HCM
1123
Hodges Capital Management
Texas
$2.51M +$2.51M +9,514 New
IIA
1124
ICW Investment Advisors
Arizona
$2.51M +$95.6K +363 +4%
WFS
1125
Widmann Financial Services
Maryland
$2.5M -$7.64K -29 -0.3%
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