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McDonald's
MCD

Overview Fund Activity

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.2B
2
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.66B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$616M
4
Bank of America
Bank of America
North Carolina
+$452M
5
Citadel Advisors
Citadel Advisors
Florida
+$441M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$349M
2
Marshall Wace
Marshall Wace
United Kingdom
-$329M
3
Renaissance Technologies
Renaissance Technologies
New York
-$251M
4
Millennium Management
Millennium Management
New York
-$248M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
1201
Trust Asset Management
Texas
$2.5M – – –
SCM
1202
SOL Capital Management
Maryland
$2.49M – – –
CQS
1203
Credential Qtrade Securities
$2.48M +$240K +808 +11%
AFP
1204
Ausdal Financial Partners
Iowa
$2.47M -$83K -280 -3%
CIAS
1205
Capital Investment Advisory Services
North Carolina
$2.47M -$419K -1,412 -15%
JAFL
1206
Jay A. Fishman Ltd
Michigan
$2.46M +$126K +425 +5%
CB
1207
CNB Bank
Pennsylvania
$2.44M -$91.6K -309 -4%
WCA
1208
Westover Capital Advisors
Delaware
$2.43M +$6.52K +22 +0.3%
BCMO
1209
Buckingham Capital Management (Ohio)
Ohio
$2.43M +$183K +616 +8%
SFP
1210
Shepherd Financial Partners
Massachusetts
$2.42M +$16.3K +55 +0.7%
JWM
1211
JGP Wealth Management
Oregon
$2.42M -$157K -531 -6%
WCM
1212
Weaver Capital Management
Georgia
$2.4M +$2.4M +8,108 New
LAIC
1213
Lederer & Associates Investment Counsel
California
$2.4M -$11.9K -40 -0.5%
IIM
1214
Ipswich Investment Management
Massachusetts
$2.4M -$17.8K -60 -0.7%
GWMIA
1215
Global Wealth Management Investment Advisory
Florida
$2.4M +$2.32M +7,832 +2,933%
LWA
1216
Lineweaver Wealth Advisors
Ohio
$2.39M +$22.2K +75 +0.9%
SFI
1217
Siemens Fonds Invest
Germany
$2.39M +$557K +1,877 +30%
SFG
1218
StrategIQ Financial Group
Indiana
$2.39M -$49.5K -167 -2%
EWA
1219
Etesian Wealth Advisors
Oregon
$2.39M +$7.4K +25 +0.3%
DPIM
1220
Duff & Phelps Investment Management
Illinois
$2.39M – – –
BBNA
1221
Bremer Bank National Association
Minnesota
$2.39M -$14.5K -49 -0.6%
UCB
1222
United Community Bank
South Carolina
$2.38M -$75.3K -254 -3%
KFI
1223
Key Financial Inc
Pennsylvania
$2.37M – – –
AIMA
1224
Ables Iannone Moore & Associates
Georgia
$2.37M +$2.37M +8,007 New
MUAMU
1225
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.37M +$1.19M +4,000 +100%
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