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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 %
OAJ
1301
Ogorek Anthony Joseph
New York
$1.82M -$11.9K -45 -0.6%
IAN
1302
Integrated Advisors Network
Texas
$1.82M -$58K -220 -3%
TA
1303
Tiedemann Advisors
New York
$1.82M +$28.4K +108 +2%
BIAS
1304
Beacon Investment Advisory Services
New Jersey
$1.81M -$30.8K -117 -2%
ESBC
1305
E.S. Barr & Co
Kentucky
$1.81M -$12.6K -48 -0.7%
SFM
1306
Signet Financial Management
New Jersey
$1.81M +$1.32K +5 +0.1%
CII
1307
Capital International Inc
California
$1.8M +$174K +660 +11%
TWM
1308
TriaGen Wealth Management
California
$1.8M -$9.48K -36 -0.5%
SV
1309
Sturgeon Ventures
United Kingdom
$1.8M +$1.77M +6,732 +7,920%
TFA
1310
Transamerica Financial Advisors
Florida
$1.8M -$291K -1,103 -14%
SC
1311
Stolper & Co
Oklahoma
$1.79M -$9.48K -36 -0.5%
SW
1312
SkyOak Wealth
Michigan
$1.79M -$21.3K -81 -1%
WP
1313
WealthShield Partners
North Carolina
$1.78M +$1.06M +4,011 +145%
EWM
1314
Evermay Wealth Management
Virginia
$1.78M -$53K -201 -3%
AO
1315
Advisor OS
Illinois
$1.77M -$673K -2,553 -27%
BC
1316
Bridgefront Capital
Texas
$1.77M +$1.77M +6,731 New
SIAG
1317
Signet Investment Advisory Group
Rhode Island
$1.77M +$95.6K +363 +6%
CASB
1318
Cape Ann Savings Bank
Massachusetts
$1.77M -$60.3K -229 -3%
GIP
1319
Granite Investment Partners
California
$1.76M – – –
MBT
1320
Montecito Bank & Trust
California
$1.75M +$73K +277 +4%
CCG
1321
Ceeto Capital Group
Florida
$1.75M +$184K +700 +12%
AT
1322
American Trust
Kentucky
$1.75M -$367K -1,394 -17%
TBNY
1323
Trustco Bank (New York)
New York
$1.75M -$23.7K -90 -1%
LWM
1324
Laidlaw Wealth Management
New York
$1.75M -$717K -2,723 -29%
PAG
1325
Powers Advisory Group
Illinois
$1.74M +$5.53K +21 +0.3%
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