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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 %
HCM
1126
Howland Capital Management
Massachusetts
$2.5M -$24.5K -93 -1%
GSB
1127
Greenfield Savings Bank
Massachusetts
$2.49M -$6.59K -25 -0.3%
MA
1128
Modus Advisors
Minnesota
$2.48M +$64.8K +246 +3%
CI
1129
Centerstone Investors
New York
$2.47M – – –
SPA
1130
Sherbrooke Park Advisers
New York
$2.47M +$2.47M +9,358 New
SDWIA
1131
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.46M +$26.3K +100 +1%
QI
1132
Qtron Investments
Massachusetts
$2.46M -$31.1K -118 -1%
CAM
1133
Cozad Asset Management
Illinois
$2.46M +$180K +683 +8%
KFP
1134
Keystone Financial Planning
Ohio
$2.45M -$10.8K -41 -0.4%
JE
1135
JMAC Enterprises
Pennsylvania
$2.45M +$155K +588 +7%
GLR
1136
Great Lakes Retirement
Ohio
$2.44M +$77.7K +295 +3%
FPAS
1137
Focus Partners Advisor Solutions
Missouri
$2.44M +$1.06M +4,035 +77%
FB
1138
Fulton Bank
Pennsylvania
$2.43M +$103K +390 +4%
RCG
1139
Regatta Capital Group
California
$2.43M +$7.9K +30 +0.3%
CBT
1140
Central Bank & Trust
Kentucky
$2.42M +$99.6K +378 +4%
FFA
1141
Farther Finance Advisors
California
$2.42M +$1.11M +4,215 +85%
HWM
1142
Hohimer Wealth Management
Washington
$2.42M – – –
SCM
1143
Shelton Capital Management
Colorado
$2.4M +$111K +421 +5%
Walleye Trading
1144
Walleye Trading
New York
$2.37M +$2.25M +8,530 +1,770%
GAM
1145
Griffin Asset Management
New York
$2.37M -$75.1K -285 -3%
TW
1146
TrinityPoint Wealth
Connecticut
$2.37M -$4.74K -18 -0.2%
PCA
1147
Peddock Capital Advisors
Massachusetts
$2.36M +$15.8K +60 +0.7%
GSEP
1148
Golden State Equity Partners
California
$2.36M +$2.9K +11 +0.1%
JHCP
1149
Jackson Hole Capital Partners
Oklahoma
$2.36M -$110K -419 -4%
FAIM
1150
Financial Advocates Investment Management
Washington
$2.35M -$1.05K -4 -0%
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