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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 %
IIM
1201
Ipswich Investment Management
Massachusetts
$2.15M – – –
HAC
1202
Harbor Advisory Corp
New Hampshire
$2.15M – – –
LAIC
1203
Lederer & Associates Investment Counsel
California
$2.15M -$24K -91 -1%
CWM
1204
Calamos Wealth Management
Illinois
$2.14M +$33.5K +127 +2%
TH
1205
Team Hewins
California
$2.14M +$2.14M +8,140 New
SFP
1206
Shepherd Financial Partners
Massachusetts
$2.14M +$131K +498 +7%
BBNA
1207
Bremer Bank National Association
Minnesota
$2.13M -$52.4K -199 -2%
AIS
1208
AM Investment Strategies
Tennessee
$2.13M -$80.9K -307 -4%
TAM
1209
Tealwood Asset Management
Minnesota
$2.12M -$5.8K -22 -0.3%
DPIM
1210
Duff & Phelps Investment Management
Illinois
$2.12M +$17.7K +67 +0.8%
EWA
1211
Etesian Wealth Advisors
Oregon
$2.12M -$4.22K -16 -0.2%
CI
1212
CX Institutional
Indiana
$2.11M +$20K +76 +1%
LRPA
1213
L. Roy Papp & Associates
Arizona
$2.11M -$17.1K -65 -0.8%
FTC
1214
Farmers Trust Company
Ohio
$2.11M – – –
KFI
1215
Key Financial Inc
Pennsylvania
$2.11M +$1.05K +4 +0%
LWA
1216
Lineweaver Wealth Advisors
Ohio
$2.11M -$17.1K -65 -0.8%
CS
1217
Comerica Securities
Michigan
$2.1M +$36.6K +139 +2%
OTL
1218
Oak Thistle LLC
New York
$2.1M +$2.1M +7,981 New
APWA
1219
Atlas Private Wealth Advisors
New Jersey
$2.1M +$338K +1,284 +19%
BFPW
1220
BOK Financial Private Wealth
Colorado
$2.09M +$287K +1,091 +16%
RCAG
1221
Rehmann Capital Advisory Group
Michigan
$2.09M -$73.5K -279 -3%
BHCM
1222
Boulder Hill Capital Management
New York
$2.08M +$2.08M +7,900 New
ST
1223
Sentinel Trust
Texas
$2.08M +$52.9K +201 +3%
JPMIA
1224
J.P. Marvel Investment Advisors
Massachusetts
$2.08M – – –
CC
1225
Cypress Capital
Tennessee
$2.08M -$131K -499 -6%
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