MCD icon

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 %
BFA
1401
Beacon Financial Advisory
Ohio
$1.56M -$10.8K -41 -0.7%
ADMI
1402
Albert D. Mason Inc
Massachusetts
$1.55M -$29.2K -111 -2%
BBA
1403
Baader Bank Aktiengesellschaft
Germany
$1.54M +$220K +867 +17%
GHAM
1404
Gilman Hill Asset Management
Connecticut
$1.54M -$7.38K -28 -0.5%
SFA
1405
Souders Financial Advisors
Ohio
$1.54M -$8.17K -31 -0.5%
AB
1406
Atlas Brown
Kentucky
$1.54M – – –
SAA
1407
Southeast Asset Advisors
Georgia
$1.54M +$1.84K +7 +0.1%
NDSI
1408
Newman Dignan & Sheerar Inc
Rhode Island
$1.54M -$26.3K -100 -2%
CT
1409
Columbia Trust
Oregon
$1.53M +$21.6K +82 +1%
GI
1410
Gradient Investments
Minnesota
$1.53M +$17.4K +66 +1%
TA
1411
TruWealth Advisors
Louisiana
$1.53M -$5.53K -21 -0.4%
VDI
1412
Vaughan David Investments
Illinois
$1.53M +$263 +1 +0%
SSW
1413
Smith Shellnut Wilson
Mississippi
$1.53M -$1.84K -7 -0.1%
HR
1414
Howe & Rusling
New York
$1.53M -$9.75K -37 -0.6%
FCFC
1415
First Commonwealth Financial Corp
Pennsylvania
$1.53M +$1.05K +4 +0.1%
PAMG
1416
Patton Albertson Miller Group
Tennessee
$1.52M -$15.8K -60 -1%
FWA
1417
FOCUS Wealth Advisors
Texas
$1.52M +$35K +133 +2%
IW
1418
Imprint Wealth
South Carolina
$1.52M +$79.3K +301 +6%
EB
1419
Eastern Bank
Massachusetts
$1.52M -$12.4K -47 -0.8%
DBRC
1420
D.B. Root & Company
Pennsylvania
$1.51M -$13.4K -51 -0.9%
SXL
1421
Summit X LLC
Missouri
$1.51M -$1.11M -4,213 -42%
Kovitz Investment Group Partners
1422
Kovitz Investment Group Partners
Illinois
$1.51M -$160K -607 -10%
MCM
1423
Monument Capital Management
Virginia
$1.5M -$34.2K -130 -2%
MP
1424
McDonald Partners
Ohio
$1.5M +$224K +849 +18%
DFA
1425
Delta Financial Advisors
Louisiana
$1.49M -$2.63K -10 -0.2%
55 56
57
58 59