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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 %
ATI
1326
Act Two Investors
California
$1.74M – – –
VBCG
1327
Valley Brook Capital Group
Pennsylvania
$1.74M +$5.27K +20 +0.3%
NG
1328
Northstar Group
New York
$1.74M +$1.58K +6 +0.1%
AMCA
1329
Arthur M. Cohen & Associates
Illinois
$1.74M +$40.8K +155 +2%
DRS
1330
Deane Retirement Strategies
Louisiana
$1.73M +$3.16K +12 +0.2%
CC
1331
Cadinha & Co
Hawaii
$1.73M +$256K +970 +17%
AWE
1332
Avidian Wealth Enterprises
Texas
$1.73M -$253K -962 -13%
WC
1333
Westhampton Capital
North Carolina
$1.72M – – –
MMG
1334
Monetary Management Group
Missouri
$1.72M -$59.3K -225 -3%
FHA
1335
Flagship Harbor Advisors
Massachusetts
$1.72M +$148K +563 +9%
WHG
1336
Westwood Holdings Group
Texas
$1.72M -$177K -673 -9%
CNC
1337
Citizens & Northern Corp
Pennsylvania
$1.71M -$19.8K -75 -1%
SMC
1338
Smith, Moore & Co
Missouri
$1.71M +$49.8K +189 +3%
SWA
1339
SOA Wealth Advisors
New York
$1.7M -$37.1K -141 -2%
MFWP
1340
Mosaic Family Wealth Partners
Missouri
$1.7M -$7.64K -29 -0.4%
MIM
1341
Montgomery Investment Management
Maryland
$1.7M -$26.3K -100 -2%
WI
1342
Wintrust Investments
Illinois
$1.7M +$123K +466 +8%
CRC
1343
Curi RMB Capital
Illinois
$1.69M -$23.4K -89 -1%
KIG
1344
Kowal Investment Group
Wisconsin
$1.68M +$45.3K +172 +3%
CL
1345
CIM LLC
New York
$1.68M +$11.1K +42 +0.7%
NAS
1346
Nicolet Advisory Services
Wisconsin
$1.67M +$141K +552 +9%
BJL
1347
Brighton Jones LLC
Washington
$1.67M +$158K +600 +10%
PWG
1348
Portside Wealth Group
Utah
$1.67M +$60.4K +229 +4%
UBG
1349
United Bank (Georgia)
Georgia
$1.67M -$16.3K -62 -1%
ILI
1350
Invesco LLC (Illinois)
Illinois
$1.66M +$65.9K +250 +4%
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