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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 %
IHL
1351
Investment House LLC
California
$1.66M – – –
PGA
1352
Portland Global Advisors
Maine
$1.66M – – –
RCM
1353
RB Capital Management
Nevada
$1.66M +$33.7K +128 +2%
EWA
1354
EverSource Wealth Advisors
Alabama
$1.66M -$38.2K -145 -2%
GCA
1355
Genesee Capital Advisors
New York
$1.66M -$79.6K -302 -5%
BW
1356
Bison Wealth
Georgia
$1.65M -$701K -2,660 -30%
AAP
1357
Arax Advisory Partners
Colorado
$1.65M +$106K +403 +7%
IR
1358
IAT Reinsurance
New York
$1.65M – – –
PWAM
1359
Pinnacle West Asset Management
Wyoming
$1.64M +$68.5K +260 +4%
ZIG
1360
Zullo Investment Group
Pennsylvania
$1.64M +$84.6K +321 +5%
CAI
1361
Capital Advisors Inc
Oklahoma
$1.64M -$127K -481 -7%
BAM
1362
Boyar Asset Management
New York
$1.64M – – –
PCG
1363
Prosperity Consulting Group
Maryland
$1.64M +$943K +3,581 +136%
VAS
1364
Vestmark Advisory Solutions
Massachusetts
$1.64M -$3.42M -12,980 -68%
LWMM
1365
Legacy Wealth Management (Mississippi)
Mississippi
$1.63M – – –
BMC
1366
Beaton Management Company
Massachusetts
$1.63M +$636K +2,414 +64%
SFI
1367
Siemens Fonds Invest
Germany
$1.63M – – –
HSWM
1368
Hubbell Strickland Wealth Management
Louisiana
$1.63M – – –
AWP
1369
Accretive Wealth Partners
New Jersey
$1.63M +$11.9K +45 +0.7%
FIM
1370
Fernwood Investment Management
Massachusetts
$1.62M -$5.01K -19 -0.3%
ClearBridge Investments
1371
ClearBridge Investments
New York
$1.62M -$1.32K -5 -0.1%
FCBT
1372
First Citizens Bank & Trust
North Carolina
$1.62M +$98.5K +374 +6%
LCM
1373
Leisure Capital Management
California
$1.62M +$13.7K +52 +0.9%
PWS
1374
Peloton Wealth Strategists
Indiana
$1.62M -$406K -1,540 -20%
SFG
1375
SevenBridge Financial Group
Pennsylvania
$1.61M +$51.4K +195 +3%
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