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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 %
MCM
1251
Manchester Capital Management
Vermont
$1.97M +$263 +1 +0%
MSFS
1252
Main Street Financial Solutions
Pennsylvania
$1.96M +$9.75K +37 +0.5%
KCG
1253
Kinsale Capital Group
Virginia
$1.96M +$410K +1,558 +26%
AWP
1254
Ascent Wealth Partners
New York
$1.96M +$64.8K +246 +3%
CG
1255
Caprock Group
Idaho
$1.96M +$264K +1,001 +16%
Group One Trading
1256
Group One Trading
Illinois
$1.95M +$448K +1,702 +30%
FTWA
1257
Fifth Third Wealth Advisors
Ohio
$1.95M +$426K +1,618 +28%
BKA
1258
Brick & Kyle Associates
Pennsylvania
$1.94M -$50.6K -192 -3%
PHS
1259
Pekin Hardy Strauss
Illinois
$1.94M – – –
GFPC
1260
Global Financial Private Client
Florida
$1.94M -$1.03K -4 -0.1%
TWM
1261
Tradition Wealth Management
Minnesota
$1.94M -$209K -795 -10%
CI
1262
Cavalier Investments
Georgia
$1.93M +$64.3K +244 +3%
MJRIC
1263
Mogy Joel R Investment Counsel
California
$1.93M – – –
SIA
1264
Schechter Investment Advisors
Michigan
$1.93M -$9.48K -36 -0.5%
JMFC
1265
J.M. Forbes & Co
Massachusetts
$1.93M – – –
ZIG
1266
Zurich Insurance Group
Switzerland
$1.92M – – –
EWM
1267
EPG Wealth Management
Georgia
$1.92M -$16.1K -61 -0.8%
T
1268
TRUADVICE
Florida
$1.91M -$41K -153 -2%
WBC
1269
West Branch Capital
Massachusetts
$1.91M +$5.8K +22 +0.3%
OIA
1270
Optimum Investment Advisors
Illinois
$1.9M -$52.4K -199 -3%
IAS
1271
Insigneo Advisory Services
Florida
$1.89M +$145K +551 +8%
JGIA
1272
Jackson Grant Investment Advisers
Connecticut
$1.89M +$8.17K +31 +0.4%
FBFS
1273
First Business Financial Services
Wisconsin
$1.89M +$19.5K +74 +1%
IAIM
1274
International Assets Investment Management
Florida
$1.89M +$3.76K +40 +0.2%
NFC
1275
Northeast Financial Consultants
Connecticut
$1.89M +$5.27K +20 +0.3%
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