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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 %
WGAM
1151
Wilkinson Global Asset Management
New York
$2.34M – – –
AAIM
1152
Asset Advisors Investment Management
Georgia
$2.34M +$13.2K +50 +0.6%
CCM
1153
Cullen Capital Management
New York
$2.33M -$23.2K -88 -1%
BOPW
1154
Brandywine Oak Private Wealth
Pennsylvania
$2.33M -$20K -76 -0.9%
MLM
1155
Mount Lucas Management
Pennsylvania
$2.32M -$25.8K -98 -1%
SFP
1156
Sweet Financial Partners
Minnesota
$2.32M +$125K +475 +6%
PA
1157
PFW Advisors
Georgia
$2.32M – – –
CFA
1158
CWS Financial Advisors
Michigan
$2.3M -$25.6K -97 -1%
KA
1159
Kercheville Advisors
Texas
$2.3M +$375K +1,425 +20%
FBT
1160
First Bankers Trust
Kentucky
$2.29M +$382K +1,450 +20%
DAM
1161
Diamant Asset Management
Connecticut
$2.29M – – –
JWM
1162
JGP Wealth Management
Oregon
$2.29M +$21.3K +81 +0.9%
NB
1163
Nicolet Bankshares
Wisconsin
$2.28M -$400K -1,518 -15%
RCM
1164
RNC Capital Management
California
$2.27M -$257K -974 -10%
EHWM
1165
Eads & Heald Wealth Management
Georgia
$2.27M -$30K -114 -1%
SS
1166
Sunbelt Securities
Texas
$2.27M +$10.8K +41 +0.5%
SCI
1167
S&CO Inc
Massachusetts
$2.27M -$23.7K -90 -1%
AFP
1168
Ausdal Financial Partners
Iowa
$2.27M -$124K -469 -5%
SCP
1169
Sender Company & Partners
New York
$2.27M +$2.27M +8,602 New
FMWA
1170
Forvis Mazars Wealth Advisors
Missouri
$2.27M -$154K -585 -6%
SAM
1171
Synergy Asset Management
Washington
$2.26M +$1.99M +7,537 +719%
FCA
1172
Fortis Capital Advisors
Kansas
$2.26M -$107K -406 -5%
MFGM
1173
Marshall Financial Group (Maryland)
Maryland
$2.26M -$45.6K -173 -2%
RMAM
1174
Raab & Moskowitz Asset Management
New Jersey
$2.25M -$9.22K -35 -0.4%
FG
1175
Fiduciary Group
Georgia
$2.25M -$5.8K -22 -0.3%
45 46
47
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